Financial Consulate’s DocuSign DOCU Stock Holding History

Financial Consulate’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	$612K	Hold	13,782	–	–	0.07%	78
2026 Q1	$653K	Sell	13,782 -291	-2%	-$14.9K	0.08%	70
2025 Q4	$963K	Sell	14,073 -1,581	-10%	-$109K	0.13%	54
2025 Q3	$1.13M	Buy	+15,654	New	+$1.21M	0.16%	42
2023 Q2	–	Sell	-15,882	Closed	-$926K	–	64
2023 Q1	$926K	Buy	15,882 +33	+0.2%	+$1.97K	0.32%	34
2022 Q4	$878K	Hold	15,849	–	–	0.31%	45
2022 Q3	$847K	Hold	15,849	–	–	0.36%	39
2022 Q2	$909K	Hold	15,849	–	–	0.43%	36
2022 Q1	$1.7M	Hold	15,849	–	–	0.65%	28
2021 Q4	$2.41M	Hold	15,849	–	–	0.84%	22
2021 Q3	$4.08M	Sell	15,849 -100	-0.6%	-$28.8K	1.48%	14
2021 Q2	$4.46M	Sell	15,949 -470	-3%	-$105K	1.61%	13
2021 Q1	$3.32M	Hold	16,419	–	–	1.35%	15
2020 Q4	$3.65M	Hold	16,419	–	–	1.57%	12
2020 Q3	$3.53M	Sell	16,419 -1,100	-6%	-$228K	1.68%	13
2020 Q2	$3.02M	Hold	17,519	–	–	1.53%	15
2020 Q1	$1.62M	Hold	17,519	–	–	0.96%	22
2019 Q4	$1.3M	Sell	17,519 -3,400	-16%	-$234K	0.57%	29
2019 Q3	$1.29M	Hold	20,919	–	–	0.56%	31
2019 Q2	$1.04M	Sell	20,919 -635	-3%	-$33.9K	0.47%	38
2019 Q1	$1.12M	Buy	+21,554	New	+$1.1M	0.51%	38

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Financial Consulate's DOCU Position: Q2 2026 in Review

Financial Consulate held its DocuSign (DOCU) position steady in Q2 2026 at 13,782 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #78.

Financial Consulate first reported a position in DOCU in Q1 2019 and has held it in 21 quarters since. The position peaked at $4.46M in Q2 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Financial Consulate held 13,782 shares of DocuSign worth $612K as of Q2 2026.
Financial Consulate left its DocuSign share count unchanged in Q2 2026.
DocuSign made up 0.07% of Financial Consulate's portfolio in Q2 2026, its #78 holding.
Financial Consulate first reported a position in DocuSign in Q1 2019 and has held it in 21 quarters since.
Financial Consulate's DocuSign position peaked at $4.46M in Q2 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.