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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
Q3 		$253K Buy
3,771
+720
+24% +$42.8K 0.12% 193
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Essential Partners's DOCU Position: Q3 2026 in Review

Essential Partners increased its DocuSign (DOCU) stake by 24% in Q3 2026, buying an estimated $42.8K and bringing the position to 3,771 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #193.

Essential Partners first reported a position in DOCU in Q3 2025 and has held it in 5 quarters since. The position peaked at $306K in Q1 2026. 73 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Essential Partners held 3,771 shares of DocuSign worth $253K as of Q3 2026.
  • Essential Partners bought 720 DocuSign shares in Q3 2026, an estimated $42.8K.
  • DocuSign made up 0.12% of Essential Partners's portfolio in Q3 2026, its #193 holding.
  • Essential Partners first reported a position in DocuSign in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's DocuSign position peaked at $306K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.