CX Institutional’s DocuSign DOCU Stock Holding History

CX Institutional’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	$73K	Buy	1,637 +1,143	+231%	+$53.6K	﹤0.01%	918
2026 Q1	$23K	Buy	+494	New	+$25.3K	﹤0.01%	1100
2025 Q4	–	Sell	-596	Closed	-$43K	–	1536
2025 Q3	$43K	Buy	596 +586	+5,860%	+$45.2K	﹤0.01%	965
2025 Q2	$1K	Buy	+10	New	+$809	﹤0.01%	1175
2022 Q3	–	Sell	-225	Closed	-$13K	–	630
2022 Q2	$13K	Buy	+225	New	+$18.2K	﹤0.01%	909
2021 Q4	–	Sell	-200	Closed	-$51K	–	473
2021 Q3	$51K	Hold	200	–	–	﹤0.01%	573
2021 Q2	$56K	Hold	200	–	–	﹤0.01%	545
2021 Q1	$40K	Hold	200	–	–	﹤0.01%	533
2020 Q4	$44K	Hold	200	–	–	﹤0.01%	462
2020 Q3	$43K	Buy	+200	New	+$41.5K	﹤0.01%	408

Other funds holding DOCU

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

CX Institutional's DOCU Position: Q2 2026 in Review

CX Institutional increased its DocuSign (DOCU) stake by 231% in Q2 2026, buying an estimated $53.6K and bringing the position to 1,637 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

CX Institutional first reported a position in DOCU in Q3 2020 and has held it in 10 quarters since. 94 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

CX Institutional held 1,637 shares of DocuSign worth $73K as of Q2 2026.
CX Institutional bought 1,143 DocuSign shares in Q2 2026, an estimated $53.6K.
DocuSign made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #918 holding.
CX Institutional first reported a position in DocuSign in Q3 2020 and has held it in 10 quarters since.
94 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.