DIA
DOCU

Dana Investment Advisors’s DocuSign DOCU Stock Holding History

Dana Investment Advisors’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 		$4.21M Buy
94,858
+2,510
+3% +$118K 0.11% 221
2026
Q1 		$4.38M Buy
+92,348
New +$4.72M 0.13% 192

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

Dana Investment Advisors's DOCU Position: Q2 2026 in Review

Dana Investment Advisors increased its DocuSign (DOCU) stake by 2.7% in Q2 2026, buying an estimated $118K and bringing the position to 94,858 shares worth $4.21M. The position accounts for 0.11% of the portfolio, ranked #221.

Dana Investment Advisors first reported a position in DOCU in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.38M in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Dana Investment Advisors held 94,858 shares of DocuSign worth $4.21M as of Q2 2026.
  • Dana Investment Advisors bought 2,510 DocuSign shares in Q2 2026, an estimated $118K.
  • DocuSign made up 0.11% of Dana Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • Dana Investment Advisors first reported a position in DocuSign in Q1 2026 and has held it in 2 quarters since.
  • Dana Investment Advisors's DocuSign position peaked at $4.38M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.