Curi RMB Capital’s DocuSign DOCU Stock Holding History

Curi RMB Capital’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	$253K	Sell	5,692 -5,211	-48%	-$244K	﹤0.01%	807
2026 Q1	$517K	Buy	+10,903	New	+$558K	0.01%	595
2022 Q2	–	Sell	-18,329	Closed	-$1.96M	–	476
2022 Q1	$1.96M	Buy	18,329 +5,175	+39%	+$594K	0.06%	198
2021 Q4	$2M	Buy	13,154 +2,302	+21%	+$525K	0.06%	202
2021 Q3	$2.79M	Buy	10,852 +1,209	+13%	+$348K	0.09%	173
2021 Q2	$2.7M	Buy	9,643 +4,120	+75%	+$921K	0.09%	180
2021 Q1	$1.12M	Buy	5,523 +1,106	+25%	+$256K	0.04%	249
2020 Q4	$982K	Buy	4,417 +1,769	+67%	+$397K	0.04%	313
2020 Q3	$570K	Buy	+2,648	New	+$550K	0.02%	401

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Curi RMB Capital's DOCU Position: Q2 2026 in Review

Curi RMB Capital reduced its DocuSign (DOCU) stake by 48% in Q2 2026, selling an estimated $244K and leaving 5,692 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Curi RMB Capital first reported a position in DOCU in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.79M in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Curi RMB Capital held 5,692 shares of DocuSign worth $253K as of Q2 2026.
Curi RMB Capital sold 5,211 DocuSign shares in Q2 2026, an estimated $244K.
DocuSign made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #807 holding.
Curi RMB Capital first reported a position in DocuSign in Q3 2020 and has held it in 9 quarters since.
Curi RMB Capital's DocuSign position peaked at $2.79M in Q3 2021.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.