EP Wealth Advisors’s DocuSign DOCU Stock Holding History

EP Wealth Advisors’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	$385K	Buy	8,656 +790	+10%	+$37K	﹤0.01%	1159
2026 Q1	$373K	Sell	7,866 -2,872	-27%	-$147K	﹤0.01%	1047
2025 Q4	$734K	Buy	+10,738	New	+$743K	﹤0.01%	715
2025 Q2	$205K	Buy	+2,635	New	+$213K	﹤0.01%	1240
2024 Q4	–	Sell	-3,308	Closed	-$205K	–	1260
2024 Q3	$205K	Buy	+3,308	New	+$185K	﹤0.01%	1033
2022 Q1	–	Sell	-4,097	Closed	-$624K	–	642
2021 Q4	$624K	Buy	4,097 +479	+13%	+$109K	0.01%	321
2021 Q3	$931K	Sell	3,618 -507	-12%	-$146K	0.03%	249
2021 Q2	$1.15M	Sell	4,125 -47	-1%	-$10.5K	0.03%	232
2021 Q1	$845K	Sell	4,172 -1,206	-22%	-$280K	0.03%	250
2020 Q4	$1.2M	Buy	5,378 +8	+0.1%	+$1.8K	0.04%	173
2020 Q3	$1.16M	Sell	5,370 -704	-12%	-$146K	0.05%	151
2020 Q2	$1.05M	Sell	6,074 -939	-13%	-$118K	0.04%	170
2020 Q1	$648K	Sell	7,013 -814	-10%	-$65.5K	0.03%	225
2019 Q4	$580K	Hold	7,827	–	–	0.02%	262
2019 Q3	$485K	Sell	7,827 -5,000	-39%	-$262K	0.02%	224
2019 Q2	$638K	Buy	+12,827	New	+$685K	0.04%	175

Other funds holding DOCU

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

EP Wealth Advisors's DOCU Position: Q2 2026 in Review

EP Wealth Advisors increased its DocuSign (DOCU) stake by 10% in Q2 2026, buying an estimated $37K and bringing the position to 8,656 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

EP Wealth Advisors first reported a position in DOCU in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.2M in Q4 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

EP Wealth Advisors held 8,656 shares of DocuSign worth $385K as of Q2 2026.
EP Wealth Advisors bought 790 DocuSign shares in Q2 2026, an estimated $37K.
DocuSign made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1159 holding.
EP Wealth Advisors first reported a position in DocuSign in Q2 2019 and has held it in 16 quarters since.
EP Wealth Advisors's DocuSign position peaked at $1.2M in Q4 2020.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.