Ellevest Inc
DOCU icon

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
Q3 		$407K Sell
6,071
-130
-2% -$7.73K 0.05% 282
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ellevest Inc's DOCU Position: Q3 2026 in Review

Ellevest Inc reduced its DocuSign (DOCU) stake by 2.1% in Q3 2026, selling an estimated $7.73K and leaving 6,071 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #282.

Ellevest Inc first reported a position in DOCU in Q3 2019 and has held it in 17 quarters since. The position peaked at $441K in Q2 2021. 427 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Ellevest Inc held 6,071 shares of DocuSign worth $407K as of Q3 2026.
  • Ellevest Inc sold 130 DocuSign shares in Q3 2026, an estimated $7.73K.
  • DocuSign made up 0.05% of Ellevest Inc's portfolio in Q3 2026, its #282 holding.
  • Ellevest Inc first reported a position in DocuSign in Q3 2019 and has held it in 17 quarters since.
  • Ellevest Inc's DocuSign position peaked at $441K in Q2 2021.
  • 427 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.