DWM
DOCU

Dakota Wealth Management’s DocuSign DOCU Stock Holding History

Dakota Wealth 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 		$780K Sell
17,563
-495
-3% -$23.2K 0.01% 481
2026
Q1 		$856K Sell
18,058
-5,050
-22% -$258K 0.02% 425
2025
Q4 		$1.58M Sell
23,108
-712
-3% -$49.2K 0.03% 323
2025
Q3 		$1.72M Buy
23,820
+1,078
+5% +$83.1K 0.03% 282
2025
Q2 		$1.77M Buy
22,742
+435
+2% +$35.2K 0.04% 291
2025
Q1 		$1.82M Sell
22,307
-61
-0.3% -$5.34K 0.04% 271
2024
Q4 		$2.01M Buy
22,368
+307
+1% +$24.5K 0.05% 262
2024
Q3 		$1.37M Sell
22,061
-961
-4% -$53.9K 0.03% 319
2024
Q2 		$1.23M Buy
23,022
+181
+0.8% +$10.2K 0.03% 327
2024
Q1 		$1.36M Buy
+22,841
New +$1.29M 0.03% 314
2021
Q1 		– Sell
-1,033
Closed -$230K – 328
2020
Q4 		$230K Buy
+1,033
New +$232K 0.03% 287
2020
Q2 		– Sell
-5,504
Closed -$509K – 279
2020
Q1 		$509K Buy
+5,504
New +$443K 0.11% 148

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

Dakota Wealth Management's DOCU Position: Q2 2026 in Review

Dakota Wealth Management reduced its DocuSign (DOCU) stake by 2.7% in Q2 2026, selling an estimated $23.2K and leaving 17,563 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #481.

Dakota Wealth Management first reported a position in DOCU in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.01M in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Dakota Wealth Management held 17,563 shares of DocuSign worth $780K as of Q2 2026.
  • Dakota Wealth Management sold 495 DocuSign shares in Q2 2026, an estimated $23.2K.
  • DocuSign made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Dakota Wealth Management first reported a position in DocuSign in Q1 2020 and has held it in 12 quarters since.
  • Dakota Wealth Management's DocuSign position peaked at $2.01M in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.