EFS
DOCU

Essex Financial Services’s DocuSign DOCU Stock Holding History

Essex Financial Services’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 		$316K Buy
7,114
+578
+9% +$27.1K 0.02% 637
2026
Q1 		$310K Buy
6,536
+202
+3% +$10.3K 0.02% 602
2025
Q4 		$433K Buy
6,334
+424
+7% +$29.3K 0.02% 482
2025
Q3 		$426K Sell
5,910
-589
-9% -$45.4K 0.03% 472
2025
Q2 		$506K Sell
6,499
-60
-0.9% -$4.85K 0.03% 407
2025
Q1 		$534K Sell
6,559
-217
-3% -$19K 0.04% 369
2024
Q4 		$609K Buy
6,776
+94
+1% +$7.51K 0.04% 335
2024
Q3 		$472K Sell
6,682
-164
-2% -$9.19K 0.03% 389
2024
Q2 		$357K Buy
6,846
+3,242
+90% +$183K 0.03% 443
2024
Q1 		$215K Buy
+3,604
New +$203K 0.02% 495
2022
Q2 		– Sell
-2,545
Closed -$273K – 488
2022
Q1 		$273K Sell
2,545
-352
-12% -$40.4K 0.03% 406
2021
Q4 		$441K Buy
2,897
+1,735
+149% +$396K 0.04% 307
2021
Q3 		$299K Sell
1,162
-129
-10% -$37.2K 0.03% 346
2021
Q2 		$261K Hold
1,291
– – 0.04% 356
2021
Q1 		$261K Buy
+1,291
New +$299K 0.05% 289

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Essex Financial Services's DOCU Position: Q2 2026 in Review

Essex Financial Services increased its DocuSign (DOCU) stake by 8.8% in Q2 2026, buying an estimated $27.1K and bringing the position to 7,114 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #637.

Essex Financial Services first reported a position in DOCU in Q1 2021 and has held it in 15 quarters since. The position peaked at $609K in Q4 2024. 452 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Essex Financial Services held 7,114 shares of DocuSign worth $316K as of Q2 2026.
  • Essex Financial Services bought 578 DocuSign shares in Q2 2026, an estimated $27.1K.
  • DocuSign made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #637 holding.
  • Essex Financial Services first reported a position in DocuSign in Q1 2021 and has held it in 15 quarters since.
  • Essex Financial Services's DocuSign position peaked at $609K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.