CAM
DOCU

Cresset Asset Management’s DocuSign DOCU Stock Holding History

Cresset Asset Management’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
2026
Q2 		$489K Sell
11,000
-535
-5% -$25.1K ﹤0.01% 1174
2026
Q1 		$547K Buy
11,535
+5,042
+78% +$258K ﹤0.01% 1019
2025
Q4 		$444K Sell
6,493
-838
-11% -$58K ﹤0.01% 1123
2025
Q3 		$528K Buy
7,331
+518
+8% +$39.9K ﹤0.01% 1004
2025
Q2 		$531K Sell
6,813
-3,509
-34% -$284K ﹤0.01% 905
2025
Q1 		$840K Sell
10,322
-1,198
-10% -$105K ﹤0.01% 849
2024
Q4 		$1.04M Sell
11,520
-35,573
-76% -$2.84M ﹤0.01% 782
2024
Q3 		$2.92M Buy
47,093
+14,804
+46% +$830K 0.01% 637
2024
Q2 		$1.73M Buy
32,289
+5,074
+19% +$286K 0.01% 787
2024
Q1 		$1.62M Buy
27,215
+4,453
+20% +$251K 0.01% 753
2023
Q4 		$1.35M Buy
22,762
+531
+2% +$24.4K 0.01% 756
2023
Q3 		$934K Sell
22,231
-363
-2% -$17.8K ﹤0.01% 887
2023
Q2 		$1.15M Buy
22,594
+18,188
+413% +$963K ﹤0.01% 876
2023
Q1 		$257K Sell
4,406
-1,697
-28% -$101K 0.01% 681
2022
Q4 		$338K Sell
6,103
-73
-1% -$3.55K ﹤0.01% 508
2022
Q3 		$329K Sell
6,176
-4,703
-43% -$295K ﹤0.01% 643
2022
Q2 		$590K Sell
10,879
-405
-4% -$32.8K 0.01% 508
2022
Q1 		$1.21M Sell
11,284
-17,276
-60% -$1.98M 0.01% 353
2021
Q4 		$4.35M Buy
28,560
+18,991
+198% +$4.33M 0.04% 155
2021
Q3 		$2.46M Buy
9,569
+968
+11% +$279K 0.03% 194
2021
Q2 		$2.4M Buy
8,601
+4,231
+97% +$946K 0.03% 176
2021
Q1 		$884K Buy
4,370
+1,504
+52% +$349K 0.01% 330
2020
Q4 		$637K Sell
2,866
-293
-9% -$65.8K 0.01% 338
2020
Q3 		$680K Buy
3,159
+1,325
+72% +$275K 0.01% 308
2020
Q2 		$316K Sell
1,834
-4,803
-72% -$605K 0.01% 445
2020
Q1 		$613K Sell
6,637
-465
-7% -$37.4K 0.02% 255
2019
Q4 		$526K Buy
+7,102
New +$488K 0.01% 297
2019
Q2 		– Sell
-267
Closed -$14K – 787
2019
Q1 		$14K Buy
+267
New +$13.6K ﹤0.01% 1103

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

Cresset Asset Management's DOCU Position: Q2 2026 in Review

Cresset Asset Management reduced its DocuSign (DOCU) stake by 4.6% in Q2 2026, selling an estimated $25.1K and leaving 11,000 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Cresset Asset Management first reported a position in DOCU in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.35M in Q4 2021. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Cresset Asset Management held 11,000 shares of DocuSign worth $489K as of Q2 2026.
  • Cresset Asset Management sold 535 DocuSign shares in Q2 2026, an estimated $25.1K.
  • DocuSign made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1174 holding.
  • Cresset Asset Management first reported a position in DocuSign in Q1 2019 and has held it in 28 quarters since.
  • Cresset Asset Management's DocuSign position peaked at $4.35M in Q4 2021.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.