Dimensional Fund Advisors
DOCU icon

Dimensional Fund Advisors’s DocuSign DOCU Stock Holding History

Dimensional Fund 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
Q3 		$131M Buy
1,947,848
+600,291
+45% +$35.7M 0.02% 953
2026
Q2 		$59.9M Buy
1,347,557
+246,666
+22% +$11.6M 0.01% 1493
2026
Q1 		$52.2M Buy
1,100,891
+80,442
+8% +$4.12M 0.01% 1475
2025
Q4 		$69.8M Buy
1,020,449
+3,735
+0.4% +$258K 0.01% 1321
2025
Q3 		$73.4M Buy
1,016,714
+134,014
+15% +$10.3M 0.02% 1290
2025
Q2 		$68.7M Buy
882,700
+36,274
+4% +$2.93M 0.02% 1300
2025
Q1 		$68.9M Buy
846,426
+24,112
+3% +$2.11M 0.02% 1264
2024
Q4 		$74M Buy
822,314
+156,841
+24% +$12.5M 0.02% 1271
2024
Q3 		$41.3M Buy
665,473
+54,745
+9% +$3.07M 0.01% 1618
2024
Q2 		$32.7M Buy
610,728
+75,133
+14% +$4.24M 0.01% 1707
2024
Q1 		$31.9M Buy
535,595
+85,366
+19% +$4.82M 0.01% 1738
2023
Q4 		$26.8M Buy
450,229
+104,536
+30% +$4.79M 0.01% 1840
2023
Q3 		$14.5M Buy
345,693
+92,868
+37% +$4.55M ﹤0.01% 2082
2023
Q2 		$12.9M Buy
252,825
+50,758
+25% +$2.69M ﹤0.01% 2140
2023
Q1 		$11.8M Buy
+202,067
New +$12.1M ﹤0.01% 2159
2022
Q3 		$7.39M Buy
138,209
+949
+0.7% +$59.5K ﹤0.01% 2280
2022
Q2 		$7.88M Sell
137,260
-2,925
-2% -$237K ﹤0.01% 2296
2022
Q1 		$15M Sell
140,185
-1,809
-1% -$208K ﹤0.01% 2122
2021
Q4 		$21.6M Buy
141,994
+620
+0.4% +$141K 0.01% 1939
2021
Q3 		$36.4M Sell
141,374
-3,921
-3% -$1.13M 0.01% 1647
2021
Q2 		$40.6M Sell
145,295
-35,638
-20% -$7.97M 0.01% 1600
2021
Q1 		$36.6M Sell
180,933
-12,869
-7% -$2.98M 0.01% 1670
2020
Q4 		$43.1M Buy
193,802
+5,105
+3% +$1.15M 0.02% 1490
2020
Q3 		$40.6M Sell
188,697
-13,203
-7% -$2.74M 0.02% 1366
2020
Q2 		$34.8M Buy
201,900
+9,962
+5% +$1.26M 0.02% 1506
2020
Q1 		$17.7M Sell
191,938
-852
-0.4% -$68.5K 0.01% 1826
2019
Q4 		$14.3M Buy
192,790
+2,637
+1% +$181K 0.01% 2199
2019
Q3 		$11.8M Buy
190,153
+82,853
+77% +$4.34M ﹤0.01% 2280
2019
Q2 		$5.34M Buy
107,300
+72,638
+210% +$3.88M ﹤0.01% 2616
2019
Q1 		$1.8M Buy
+34,662
New +$1.77M ﹤0.01% 2918

Other funds holding DOCU

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Dimensional Fund Advisors's DOCU Position: Q3 2026 in Review

Dimensional Fund Advisors increased its DocuSign (DOCU) stake by 45% in Q3 2026, buying an estimated $35.7M and bringing the position to 1,947,848 shares worth $131M. The position accounts for 0.02% of the portfolio, ranked #953.

Dimensional Fund Advisors first reported a position in DOCU in Q1 2019 and has held it in 30 quarters since. 319 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Dimensional Fund Advisors held 1,947,848 shares of DocuSign worth $131M as of Q3 2026.
  • Dimensional Fund Advisors bought 600,291 DocuSign shares in Q3 2026, an estimated $35.7M.
  • DocuSign made up 0.02% of Dimensional Fund Advisors's portfolio in Q3 2026, its #953 holding.
  • Dimensional Fund Advisors first reported a position in DocuSign in Q1 2019 and has held it in 30 quarters since.
  • 319 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.