Financial Management Professionals’s DocuSign DOCU Stock Holding History

Financial Management Professionals’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	$5.73K	Hold	129	–	–	﹤0.01%	665
2026 Q1	$6.12K	Sell	129 -7	-5%	-$358	﹤0.01%	602
2025 Q4	$9.3K	Hold	136	–	–	﹤0.01%	542
2025 Q3	$9.8K	Hold	136	–	–	﹤0.01%	526
2025 Q2	$10.6K	Buy	136 +7	+5%	+$566	﹤0.01%	533
2025 Q1	$10.5K	Sell	129 -7	-5%	-$613	﹤0.01%	521
2024 Q4	$12.2K	Buy	136 +7	+5%	+$559	﹤0.01%	489
2024 Q3	$8K	Hold	129	–	–	﹤0.01%	551
2024 Q2	$7K	Hold	129	–	–	﹤0.01%	534
2024 Q1	$8K	Hold	129	–	–	﹤0.01%	575
2023 Q4	$8K	Hold	129	–	–	﹤0.01%	572
2023 Q3	$5K	Hold	129	–	–	﹤0.01%	593
2023 Q2	$7K	Hold	129	–	–	﹤0.01%	600
2023 Q1	$8K	Buy	+129	New	+$7.7K	﹤0.01%	600

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 Management Professionals's DOCU Position: Q2 2026 in Review

Financial Management Professionals held its DocuSign (DOCU) position steady in Q2 2026 at 129 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Financial Management Professionals first reported a position in DOCU in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.2K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Financial Management Professionals held 129 shares of DocuSign worth $5.73K as of Q2 2026.
Financial Management Professionals left its DocuSign share count unchanged in Q2 2026.
DocuSign made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #665 holding.
Financial Management Professionals first reported a position in DocuSign in Q1 2023 and has held it in 14 quarters since.
Financial Management Professionals's DocuSign position peaked at $12.2K in Q4 2024.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.