EI
DOCU

Ethic Inc’s DocuSign DOCU Stock Holding History

Ethic Inc’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 		$310K Sell
6,979
-401
-5% -$18.8K ﹤0.01% 1114
2026
Q1 		$350K Sell
7,380
-513
-6% -$26.2K 0.01% 989
2025
Q4 		$540K Buy
7,893
+3,348
+74% +$232K 0.01% 827
2025
Q3 		$328K Sell
4,545
-9,932
-69% -$765K 0.01% 977
2025
Q2 		$1.11M Sell
14,477
-8
-0.1% -$647 0.02% 591
2025
Q1 		$1.2M Buy
14,485
+10,691
+282% +$936K 0.02% 552
2024
Q4 		$341K Buy
+3,794
New +$303K 0.01% 900
2023
Q3 		– Sell
-4,978
Closed -$254K – 1029
2023
Q2 		$254K Sell
4,978
-3,983
-44% -$211K 0.01% 841
2023
Q1 		$522K Buy
8,961
+2,118
+31% +$126K 0.02% 637
2022
Q4 		$379K Buy
6,843
+422
+7% +$20.5K 0.02% 655
2022
Q3 		$343K Sell
6,421
-1,451
-18% -$91K 0.02% 602
2022
Q2 		$452K Sell
7,872
-2,283
-22% -$185K 0.03% 499
2022
Q1 		$1.09M Buy
10,155
+4,582
+82% +$526K 0.08% 298
2021
Q4 		$849K Buy
5,573
+918
+20% +$209K 0.07% 303
2021
Q3 		$1.2M Buy
4,655
+724
+18% +$209K 0.12% 203
2021
Q2 		$1.1M Buy
3,931
+885
+29% +$198K 0.13% 195
2021
Q1 		$617K Buy
3,046
+875
+40% +$203K 0.11% 238
2020
Q4 		$483K Buy
2,171
+846
+64% +$190K 0.13% 214
2020
Q3 		$285K Buy
+1,325
New +$275K 0.11% 232

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

Ethic Inc's DOCU Position: Q2 2026 in Review

Ethic Inc reduced its DocuSign (DOCU) stake by 5.4% in Q2 2026, selling an estimated $18.8K and leaving 6,979 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Ethic Inc first reported a position in DOCU in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.2M in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Ethic Inc held 6,979 shares of DocuSign worth $310K as of Q2 2026.
  • Ethic Inc sold 401 DocuSign shares in Q2 2026, an estimated $18.8K.
  • DocuSign made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1114 holding.
  • Ethic Inc first reported a position in DocuSign in Q3 2020 and has held it in 19 quarters since.
  • Ethic Inc's DocuSign position peaked at $1.2M in Q3 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.