CFO
DOCU

CVA Family Office’s DocuSign DOCU Stock Holding History

CVA Family Office’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 		$4.89K Sell
110
-208
-65% -$9.75K ﹤0.01% 1283
2026
Q1 		$15.1K Buy
318
+95
+43% +$4.86K ﹤0.01% 879
2025
Q4 		$15.3K Hold
223
– – ﹤0.01% 735
2025
Q3 		$16.1K Sell
223
-18
-7% -$1.39K ﹤0.01% 734
2025
Q2 		$18.8K Buy
241
+18
+8% +$1.46K ﹤0.01% 702
2025
Q1 		$18.2K Sell
223
-2
-0.9% -$175 ﹤0.01% 694
2024
Q4 		$20.2K Sell
225
-10
-4% -$799 ﹤0.01% 675
2024
Q3 		$14.6K Hold
235
– – ﹤0.01% 698
2024
Q2 		$12.6K Buy
235
+23
+11% +$1.3K ﹤0.01% 706
2024
Q1 		$12.6K Hold
212
– – ﹤0.01% 714
2023
Q4 		$12.6K Buy
+212
New +$9.72K ﹤0.01% 687
2023
Q3 		– Sell
-267
Closed -$13.6K – 422
2023
Q2 		$13.6K Sell
267
-58
-18% -$3.07K ﹤0.01% 678
2023
Q1 		$18.9K Sell
325
-25
-7% -$1.49K ﹤0.01% 599
2022
Q4 		$19.4K Buy
350
+140
+67% +$6.82K ﹤0.01% 570
2022
Q3 		$11K Sell
210
-30
-13% -$1.88K ﹤0.01% 613
2022
Q2 		$14K Buy
240
+16
+7% +$1.29K ﹤0.01% 600
2022
Q1 		$24K Sell
224
-331
-60% -$38K 0.01% 527
2021
Q4 		$85K Buy
555
+355
+178% +$80.9K 0.02% 267
2021
Q3 		$43K Sell
200
-350
-64% -$101K 0.03% 199
2021
Q2 		$154K Buy
550
+345
+168% +$77.1K 0.04% 179
2021
Q1 		$42K Buy
205
+5
+3% +$1.16K 0.02% 293
2020
Q4 		$44K Hold
200
– – 0.03% 207
2020
Q3 		$43K Hold
200
– – 0.03% 199
2020
Q2 		$34K Hold
200
– – 0.03% 185
2020
Q1 		$18K Buy
+200
New +$16.1K 0.02% 206

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 $3.38T AUM 44.17% 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

CVA Family Office's DOCU Position: Q2 2026 in Review

CVA Family Office reduced its DocuSign (DOCU) stake by 65% in Q2 2026, selling an estimated $9.75K and leaving 110 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

CVA Family Office first reported a position in DOCU in Q1 2020 and has held it in 25 quarters since. The position peaked at $154K in Q2 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • CVA Family Office held 110 shares of DocuSign worth $4.89K as of Q2 2026.
  • CVA Family Office sold 208 DocuSign shares in Q2 2026, an estimated $9.75K.
  • DocuSign made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1283 holding.
  • CVA Family Office first reported a position in DocuSign in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's DocuSign position peaked at $154K in Q2 2021.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.