ECM
DOCU

Evergreen Capital Management’s DocuSign DOCU Stock Holding History

Evergreen Capital Management’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 		$1.21M Sell
27,182
-2,765
-9% -$130K 0.02% 470
2026
Q1 		$1.42M Sell
29,947
-132,831
-82% -$6.8M 0.03% 389
2025
Q4 		$11.1M Buy
162,778
+4,926
+3% +$341K 0.25% 97
2025
Q3 		$11.4M Sell
157,852
-27,715
-15% -$2.14M 0.27% 97
2025
Q2 		$14.5M Sell
185,567
-1,100
-0.6% -$89K 0.43% 58
2025
Q1 		$15.2M Sell
186,667
-73,206
-28% -$6.41M 0.51% 46
2024
Q4 		$23.4M Sell
259,873
-14,052
-5% -$1.12M 0.76% 22
2024
Q3 		$17M Buy
273,925
+9,006
+3% +$505K 0.57% 41
2024
Q2 		$14.2M Buy
264,919
+2,048
+0.8% +$116K 0.51% 50
2024
Q1 		$15.7M Sell
262,871
-592
-0.2% -$33.4K 0.59% 35
2023
Q4 		$15.7M Sell
263,463
-1,236
-0.5% -$56.7K 0.64% 28
2023
Q3 		$11.1M Buy
264,699
+13,351
+5% +$654K 0.49% 50
2023
Q2 		$12.8M Buy
251,348
+14,842
+6% +$786K 0.54% 38
2023
Q1 		$13.8M Buy
236,506
+7,219
+3% +$431K 0.62% 33
2022
Q4 		$12.7M Buy
229,287
+123,093
+116% +$5.99M 0.6% 37
2022
Q3 		$5.68M Buy
106,194
+2,379
+2% +$149K 0.3% 98
2022
Q2 		$5.96M Buy
103,815
+11,474
+12% +$929K 0.31% 96
2022
Q1 		$9.89M Buy
92,341
+56,767
+160% +$6.51M 0.4% 71
2021
Q4 		$5.42M Buy
35,574
+32,013
+899% +$7.3M 0.22% 130
2021
Q3 		$917K Hold
3,561
– – 0.04% 291
2021
Q2 		$996K Sell
3,561
-65
-2% -$14.5K 0.05% 263
2021
Q1 		$734K Buy
3,626
+19
+0.5% +$4.41K 0.04% 282
2020
Q4 		$802K Sell
3,607
-2
-0.1% -$449 0.05% 240
2020
Q3 		$777K Buy
3,609
+192
+6% +$39.9K 0.05% 220
2020
Q2 		$588K Buy
3,417
+40
+1% +$5.04K 0.04% 230
2020
Q1 		$312K Hold
3,377
– – 0.03% 274
2019
Q4 		$250K Hold
3,377
– – 0.02% 381
2019
Q3 		$209K Buy
+3,377
New +$177K 0.02% 389

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

Evergreen Capital Management's DOCU Position: Q2 2026 in Review

Evergreen Capital Management reduced its DocuSign (DOCU) stake by 9.2% in Q2 2026, selling an estimated $130K and leaving 27,182 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #470.

Evergreen Capital Management first reported a position in DOCU in Q3 2019 and has held it in 28 quarters since. The position peaked at $23.4M in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Evergreen Capital Management held 27,182 shares of DocuSign worth $1.21M as of Q2 2026.
  • Evergreen Capital Management sold 2,765 DocuSign shares in Q2 2026, an estimated $130K.
  • DocuSign made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #470 holding.
  • Evergreen Capital Management first reported a position in DocuSign in Q3 2019 and has held it in 28 quarters since.
  • Evergreen Capital Management's DocuSign position peaked at $23.4M in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.