Empirical Wealth Management’s DocuSign DOCU Stock Holding History

Empirical Wealth Management’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	$485K	Buy	10,923 +1,866	+21%	+$87.5K	0.01%	692
2026 Q1	$429K	Buy	9,057 +1,684	+23%	+$86.2K	0.01%	636
2025 Q4	$504K	Buy	7,373 +2,879	+64%	+$199K	0.01%	517
2025 Q3	$324K	Buy	+4,494	New	+$346K	0.01%	589
2022 Q3	–	Sell	-4,086	Closed	-$234K	–	472
2022 Q2	$234K	Buy	4,086 +71	+2%	+$5.75K	0.01%	418
2022 Q1	$430K	Buy	4,015 +1,042	+35%	+$120K	0.02%	350
2021 Q4	$453K	Buy	2,973 +733	+33%	+$167K	0.02%	353
2021 Q3	$577K	Buy	2,240 +403	+22%	+$116K	0.03%	272
2021 Q2	$514K	Buy	1,837 +305	+20%	+$68.2K	0.03%	298
2021 Q1	$310K	Buy	1,532 +117	+8%	+$27.1K	0.02%	320
2020 Q4	$315K	Buy	1,415 +171	+14%	+$38.4K	0.02%	300
2020 Q3	$268K	Sell	1,244 -534	-30%	-$111K	0.02%	290
2020 Q2	$306K	Buy	+1,778	New	+$224K	0.03%	276

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Empirical Wealth Management's DOCU Position: Q2 2026 in Review

Empirical Wealth Management increased its DocuSign (DOCU) stake by 21% in Q2 2026, buying an estimated $87.5K and bringing the position to 10,923 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #692.

Empirical Wealth Management first reported a position in DOCU in Q2 2020 and has held it in 13 quarters since. The position peaked at $577K in Q3 2021. 424 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Empirical Wealth Management held 10,923 shares of DocuSign worth $485K as of Q2 2026.
Empirical Wealth Management bought 1,866 DocuSign shares in Q2 2026, an estimated $87.5K.
DocuSign made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #692 holding.
Empirical Wealth Management first reported a position in DocuSign in Q2 2020 and has held it in 13 quarters since.
Empirical Wealth Management's DocuSign position peaked at $577K in Q3 2021.
424 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.