CGH
DOCU

Crossmark Global Holdings’s DocuSign DOCU Stock Holding History

Crossmark Global Holdings’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 		$2.41M Buy
54,225
+287
+0.5% +$13.5K 0.03% 405
2026
Q1 		$2.56M Sell
53,938
-10,610
-16% -$543K 0.04% 378
2025
Q4 		$4.42M Buy
64,548
+6,900
+12% +$477K 0.06% 275
2025
Q3 		$4.16M Buy
57,648
+45,235
+364% +$3.49M 0.06% 278
2025
Q2 		$967K Buy
12,413
+903
+8% +$73K 0.02% 629
2025
Q1 		$937K Buy
11,510
+514
+5% +$45K 0.02% 630
2024
Q4 		$989K Sell
10,996
-9,693
-47% -$774K 0.02% 590
2024
Q3 		$1.28M Sell
20,689
-2,500
-11% -$140K 0.02% 525
2024
Q2 		$1.24M Buy
23,189
+18,680
+414% +$1.05M 0.02% 521
2024
Q1 		$269K Buy
+4,509
New +$255K 0.01% 1141
2021
Q4 		– Sell
-1,270
Closed -$327K – 1398
2021
Q3 		$327K Buy
1,270
+90
+8% +$25.9K 0.01% 1126
2021
Q2 		$330K Sell
1,180
-180
-13% -$40.2K 0.01% 1130
2021
Q1 		$275K Buy
1,360
+110
+9% +$25.5K 0.01% 1216
2020
Q4 		$278K Sell
1,250
-10
-0.8% -$2.25K 0.01% 1136
2020
Q3 		$271K Sell
1,260
-20
-2% -$4.15K 0.01% 1076
2020
Q2 		$220K Buy
+1,280
New +$161K 0.01% 1188

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

Crossmark Global Holdings's DOCU Position: Q2 2026 in Review

Crossmark Global Holdings increased its DocuSign (DOCU) stake by 0.53% in Q2 2026, buying an estimated $13.5K and bringing the position to 54,225 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #405.

Crossmark Global Holdings first reported a position in DOCU in Q2 2020 and has held it in 16 quarters since. The position peaked at $4.42M in Q4 2025. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Crossmark Global Holdings held 54,225 shares of DocuSign worth $2.41M as of Q2 2026.
  • Crossmark Global Holdings bought 287 DocuSign shares in Q2 2026, an estimated $13.5K.
  • DocuSign made up 0.03% of Crossmark Global Holdings's portfolio in Q2 2026, its #405 holding.
  • Crossmark Global Holdings first reported a position in DocuSign in Q2 2020 and has held it in 16 quarters since.
  • Crossmark Global Holdings's DocuSign position peaked at $4.42M in Q4 2025.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.