EI
DOCU

Ellevest Inc’s DocuSign DOCU Stock Holding History

Ellevest Inc’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 		$304K Buy
+6,201
New +$291K 0.04% 351
2023
Q2 		– Sell
-632
Closed -$36.8K – 686
2023
Q1 		$36.8K Sell
632
-64
-9% -$3.82K ﹤0.01% 685
2022
Q4 		$38.6K Sell
696
-1,203
-63% -$58.6K ﹤0.01% 678
2022
Q3 		$102K Sell
1,899
-776
-29% -$48.6K 0.01% 412
2022
Q2 		$153K Sell
2,675
-392
-13% -$31.7K 0.01% 336
2022
Q1 		$329K Buy
3,067
+1,682
+121% +$193K 0.03% 218
2021
Q4 		$211K Sell
1,385
-252
-15% -$57.5K 0.02% 284
2021
Q3 		$421K Buy
1,637
+58
+4% +$16.7K 0.04% 111
2021
Q2 		$441K Buy
1,579
+8
+0.5% +$1.79K 0.04% 103
2021
Q1 		$318K Buy
1,571
+161
+11% +$37.3K 0.04% 121
2020
Q4 		$313K Buy
1,410
+249
+21% +$55.9K 0.05% 98
2020
Q3 		$250K Buy
1,161
+442
+61% +$91.7K 0.04% 110
2020
Q2 		$124K Buy
719
+358
+99% +$45.1K 0.03% 161
2020
Q1 		$33K Buy
361
+143
+66% +$11.5K 0.01% 317
2019
Q4 		$16K Buy
218
+213
+4,260% +$14.6K ﹤0.01% 451
2019
Q3 		$0 Buy
+5
New +$262 ﹤0.01% 529

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

Ellevest Inc's DOCU Position: Q2 2026 in Review

Ellevest Inc opened a new position in DocuSign (DOCU) in Q2 2026: 6,201 shares worth $304K. The stake represents 0.04% of the portfolio and ranks #351 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in DOCU as recently as Q1 2023.

Ellevest Inc first reported a position in DOCU in Q3 2019 and has held it in 16 quarters since. The position peaked at $441K in Q2 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Ellevest Inc held 6,201 shares of DocuSign worth $304K as of Q2 2026.
  • DocuSign was a new Ellevest Inc position in Q2 2026.
  • DocuSign made up 0.04% of Ellevest Inc's portfolio in Q2 2026, its #351 holding.
  • Ellevest Inc first reported a position in DocuSign in Q3 2019 and has held it in 16 quarters since.
  • Ellevest Inc's DocuSign position peaked at $441K in Q2 2021.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.