DecisionPoint Financial’s DocuSign DOCU Stock Holding History

DecisionPoint Financial’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 Q3	$210	Buy	3 +2	+200%	+$119	﹤0.01%	1054
2026 Q2	$47	Sell	1 -4	-80%	-$187	﹤0.01%	1341
2026 Q1	$238	Hold	5	–	–	﹤0.01%	605
2025 Q4	$342	Hold	5	–	–	﹤0.01%	606
2025 Q3	$345	Sell	5 -2	-29%	-$154	﹤0.01%	539
2025 Q2	$542	Buy	+7	New	+$566	﹤0.01%	429

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

DecisionPoint Financial's DOCU Position: Q3 2026 in Review

DecisionPoint Financial increased its DocuSign (DOCU) stake by 200% in Q3 2026, buying an estimated $119 and bringing the position to 3 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

DecisionPoint Financial first reported a position in DOCU in Q2 2025 and has held it in 6 quarters since. The position peaked at $542 in Q2 2025. 205 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

DecisionPoint Financial held 3 shares of DocuSign worth $210 as of Q3 2026.
DecisionPoint Financial bought 2 DocuSign shares in Q3 2026, an estimated $119.
DocuSign made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #1054 holding.
DecisionPoint Financial first reported a position in DocuSign in Q2 2025 and has held it in 6 quarters since.
DecisionPoint Financial's DocuSign position peaked at $542 in Q2 2025.
205 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.