DT
DOCU

Diversified Trust’s DocuSign DOCU Stock Holding History

Diversified Trust’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 		$860K Buy
19,350
+5,757
+42% +$270K 0.01% 562
2026
Q1 		$644K Buy
13,593
+3,736
+38% +$191K 0.01% 602
2025
Q4 		$674K Buy
+9,857
New +$682K 0.01% 564
2025
Q1 		– Sell
-10,289
Closed -$925K – 957
2024
Q4 		$925K Sell
10,289
-2,799
-21% -$224K 0.02% 384
2024
Q3 		$813K Sell
13,088
-45
-0.3% -$2.52K 0.02% 442
2024
Q2 		$703K Buy
13,133
+1,979
+18% +$112K 0.02% 443
2024
Q1 		$664K Buy
11,154
+4,963
+80% +$280K 0.02% 440
2023
Q4 		$368K Sell
6,191
-94
-1% -$4.31K 0.01% 591
2023
Q3 		$264K Buy
+6,285
New +$308K 0.01% 672
2022
Q2 		– Sell
-2,672
Closed -$286K – 780
2022
Q1 		$286K Buy
2,672
+830
+45% +$95.3K 0.01% 639
2021
Q4 		$281K Buy
1,842
+228
+14% +$52K 0.01% 658
2021
Q3 		$415K Buy
1,614
+179
+12% +$51.6K 0.01% 459
2021
Q2 		$401K Buy
+1,435
New +$321K 0.01% 469
2021
Q1 		– Sell
-1,678
Closed -$373K – 794
2020
Q4 		$373K Buy
1,678
+6
+0.4% +$1.35K 0.02% 439
2020
Q3 		$360K Buy
+1,672
New +$347K 0.02% 387

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

Diversified Trust's DOCU Position: Q2 2026 in Review

Diversified Trust increased its DocuSign (DOCU) stake by 42% in Q2 2026, buying an estimated $270K and bringing the position to 19,350 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #562.

Diversified Trust first reported a position in DOCU in Q3 2020 and has held it in 15 quarters since. The position peaked at $925K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Diversified Trust held 19,350 shares of DocuSign worth $860K as of Q2 2026.
  • Diversified Trust bought 5,757 DocuSign shares in Q2 2026, an estimated $270K.
  • DocuSign made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #562 holding.
  • Diversified Trust first reported a position in DocuSign in Q3 2020 and has held it in 15 quarters since.
  • Diversified Trust's DocuSign position peaked at $925K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.