Creative Planning’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11M | Buy |
248,197
+41,711
| +20% | +$1.96M | 0.01% | 825 |
|
|
2026
Q1 | $9.79M | Buy |
206,486
+159,208
| +337% | +$8.15M | 0.01% | 701 |
|
|
2025
Q4 | $3.23M | Buy |
47,278
+17,073
| +57% | +$1.18M | ﹤0.01% | 1331 |
|
|
2025
Q3 | $2.18M | Buy |
30,205
+7,322
| +32% | +$564K | ﹤0.01% | 1480 |
|
|
2025
Q2 | $1.78M | Sell |
22,883
-5,328
| -19% | -$431K | ﹤0.01% | 1412 |
|
|
2025
Q1 | $2.3M | Buy |
28,211
+8,588
| +44% | +$752K | ﹤0.01% | 1092 |
|
|
2024
Q4 | $1.76M | Buy |
19,623
+5,170
| +36% | +$413K | ﹤0.01% | 1219 |
|
|
2024
Q3 | $897K | Buy |
14,453
+766
| +6% | +$42.9K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $732K | Buy |
13,687
+1,157
| +9% | +$65.3K | ﹤0.01% | 1639 |
|
|
2024
Q1 | $746K | Buy |
12,530
+47
| +0.4% | +$2.65K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $742K | Sell |
12,483
-3,791
| -23% | -$174K | ﹤0.01% | 1437 |
|
|
2023
Q3 | $684K | Sell |
16,274
-84
| -0.5% | -$4.12K | ﹤0.01% | 1357 |
|
|
2023
Q2 | $836K | Sell |
16,358
-2,365
| -13% | -$125K | ﹤0.01% | 1228 |
|
|
2023
Q1 | $1.09M | Sell |
18,723
-507
| -3% | -$30.2K | ﹤0.01% | 1036 |
|
|
2022
Q4 | $1.07M | Sell |
19,230
-6,064
| -24% | -$295K | ﹤0.01% | 998 |
|
|
2022
Q3 | $1.35M | Sell |
25,294
-613
| -2% | -$38.4K | ﹤0.01% | 832 |
|
|
2022
Q2 | $1.49M | Buy |
25,907
+7,995
| +45% | +$647K | ﹤0.01% | 810 |
|
|
2022
Q1 | $1.92M | Buy |
17,912
+2,821
| +19% | +$324K | ﹤0.01% | 737 |
|
|
2021
Q4 | $2.3M | Sell |
15,091
-3,361
| -18% | -$766K | ﹤0.01% | 648 |
|
|
2021
Q3 | $4.75M | Sell |
18,452
-2,143
| -10% | -$617K | 0.01% | 422 |
|
|
2021
Q2 | $5.76M | Sell |
20,595
-11,829
| -36% | -$2.64M | 0.01% | 370 |
|
|
2021
Q1 | $6.56M | Buy |
32,424
+4,170
| +15% | +$967K | 0.01% | 352 |
|
|
2020
Q4 | $6.28M | Buy |
28,254
+3,656
| +15% | +$821K | 0.01% | 333 |
|
|
2020
Q3 | $5.29M | Buy |
24,598
+6,931
| +39% | +$1.44M | 0.01% | 304 |
|
|
2020
Q2 | $3.04M | Buy |
17,667
+12,523
| +243% | +$1.58M | 0.01% | 377 |
|
|
2020
Q1 | $475K | Sell |
5,144
-3,386
| -40% | -$272K | ﹤0.01% | 968 |
|
|
2019
Q4 | $632K | Sell |
8,530
-6,109
| -42% | -$420K | ﹤0.01% | 990 |
|
|
2019
Q3 | $906K | Sell |
14,639
-18,385
| -56% | -$963K | ﹤0.01% | 799 |
|
|
2019
Q2 | $1.64M | Sell |
33,024
-213
| -0.6% | -$11.4K | 0.01% | 561 |
|
|
2019
Q1 | $1.72M | Sell |
33,237
-1,232
| -4% | -$62.9K | 0.01% | 516 |
|
|
2018
Q4 | $1.38M | Buy |
+34,469
| New | +$1.45M | 0.01% | 535 |
|
Other funds holding DOCU
Creative Planning's DOCU Position: Q2 2026 in Review
Creative Planning increased its DocuSign (DOCU) stake by 20% in Q2 2026, buying an estimated $1.96M and bringing the position to 248,197 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #825.
Creative Planning first reported a position in DOCU in Q4 2018 and has held it in 31 quarters since. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.
- Creative Planning held 248,197 shares of DocuSign worth $11M as of Q2 2026.
- Creative Planning bought 41,711 DocuSign shares in Q2 2026, an estimated $1.96M.
- DocuSign made up 0.01% of Creative Planning's portfolio in Q2 2026, its #825 holding.
- Creative Planning first reported a position in DocuSign in Q4 2018 and has held it in 31 quarters since.
- 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.