Envestnet Portfolio Solutions
DOCU

Envestnet Portfolio Solutions’s DocuSign DOCU Stock Holding History

Envestnet Portfolio Solutions’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 		$527K Buy
11,867
+356
+3% +$16.7K ﹤0.01% 966
2026
Q1 		$546K Sell
11,511
-330
-3% -$16.9K ﹤0.01% 860
2025
Q4 		$810K Sell
11,841
-1,811
-13% -$125K ﹤0.01% 843
2025
Q3 		$984K Buy
13,652
+5,142
+60% +$396K ﹤0.01% 746
2025
Q2 		$663K Buy
8,510
+4,378
+106% +$354K ﹤0.01% 970
2025
Q1 		$336K Buy
4,132
+798
+24% +$69.9K ﹤0.01% 1231
2024
Q4 		$300K Buy
+3,334
New +$266K ﹤0.01% 1509

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

Envestnet Portfolio Solutions's DOCU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its DocuSign (DOCU) stake by 3.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 11,867 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Envestnet Portfolio Solutions first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $984K in Q3 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Envestnet Portfolio Solutions held 11,867 shares of DocuSign worth $527K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 356 DocuSign shares in Q2 2026, an estimated $16.7K.
  • DocuSign made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #966 holding.
  • Envestnet Portfolio Solutions first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • Envestnet Portfolio Solutions's DocuSign position peaked at $984K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.