Creative Planning
DOCU

Creative Planning’s DocuSign DOCU Stock Holding History

Creative Planning’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$14.6K – 2679
2022
Q4 		$14.6K Hold
1,000
– – ﹤0.01% 2329
2022
Q3 		$19K Hold
1,000
– – ﹤0.01% 2185
2022
Q2 		$20K Hold
1,000
– – ﹤0.01% 2141
2022
Q1 		$6K Buy
+1,000
New +$115K ﹤0.01% 2227

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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. 674 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.
  • 674 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.