EP
DOCU

Essential Partners’s DocuSign DOCU Stock Holding History

Essential Partners’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 		$136K Sell
3,051
-3,395
-53% -$159K 0.06% 336
2026
Q1 		$306K Buy
6,446
+5,407
+520% +$277K 0.1% 216
2025
Q4 		$71.1K Buy
1,039
+480
+86% +$33.2K 0.02% 522
2025
Q3 		$40.3K Buy
+559
New +$43.1K 0.01% 655

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

Essential Partners's DOCU Position: Q2 2026 in Review

Essential Partners reduced its DocuSign (DOCU) stake by 53% in Q2 2026, selling an estimated $159K and leaving 3,051 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #336.

Essential Partners first reported a position in DOCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $306K in Q1 2026. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Essential Partners held 3,051 shares of DocuSign worth $136K as of Q2 2026.
  • Essential Partners sold 3,395 DocuSign shares in Q2 2026, an estimated $159K.
  • DocuSign made up 0.06% of Essential Partners's portfolio in Q2 2026, its #336 holding.
  • Essential Partners first reported a position in DocuSign in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's DocuSign position peaked at $306K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.