Financial Perspectives’s DocuSign DOCU Stock Holding History

Financial Perspectives’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 Q3	$79.1K	Hold	1,178	–	–	0.02%	277
2026 Q2	$52.3K	Hold	1,178	–	–	0.01%	327
2026 Q1	$55.8K	Hold	1,178	–	–	0.02%	297
2025 Q4	$80.6K	Hold	1,178	–	–	0.02%	256
2025 Q3	$84.9K	Hold	1,178	–	–	0.02%	253
2025 Q2	$91.8K	Buy	1,178 +212	+22%	+$17.2K	0.03%	233
2025 Q1	$79.9K	Sell	966 -15	-2%	-$1.31K	0.03%	238
2024 Q4	$88.2K	Hold	981	–	–	0.03%	234
2024 Q3	$60.9K	Hold	981	–	–	0.02%	265
2024 Q2	$52.5K	Hold	981	–	–	0.02%	271
2024 Q1	$58.4K	Hold	981	–	–	0.02%	264
2023 Q4	$58.3K	Hold	981	–	–	0.02%	256
2023 Q3	$41.2K	Hold	981	–	–	0.02%	275
2023 Q2	$50.1K	Hold	981	–	–	0.02%	265
2023 Q1	$57.2K	Hold	981	–	–	0.03%	250
2022 Q4	$54.4K	Buy	981 +37	+4%	+$1.8K	0.03%	238
2022 Q3	$50.5K	Hold	944	–	–	0.03%	235
2022 Q2	$54.2K	Hold	944	–	–	0.03%	229
2022 Q1	$101K	Hold	944	–	–	0.05%	192
2021 Q4	$144K	Sell	944 -20	-2%	-$4.56K	0.07%	147
2021 Q3	$248K	Hold	964	–	–	0.13%	105
2021 Q2	$270K	Hold	964	–	–	0.13%	107
2021 Q1	$195K	Buy	964 +11	+1%	+$2.55K	0.1%	122
2020 Q4	$212K	Buy	953 +9	+1%	+$2.02K	0.12%	112
2020 Q3	$203K	Hold	944	–	–	0.13%	99
2020 Q2	$163K	Hold	944	–	–	0.12%	102
2020 Q1	$87.2K	Buy	944 +299	+46%	+$24K	0.07%	123
2019 Q4	$47.8K	Buy	+645	New	+$44.3K	0.03%	180

Other funds holding DOCU

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Financial Perspectives's DOCU Position: Q3 2026 in Review

Financial Perspectives held its DocuSign (DOCU) position steady in Q3 2026 at 1,178 shares worth $79.1K. The position accounts for 0.02% of the portfolio, ranked #277.

Financial Perspectives first reported a position in DOCU in Q4 2019 and has held it in 28 quarters since. The position peaked at $270K in Q2 2021. 427 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Financial Perspectives held 1,178 shares of DocuSign worth $79.1K as of Q3 2026.
Financial Perspectives left its DocuSign share count unchanged in Q3 2026.
DocuSign made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #277 holding.
Financial Perspectives first reported a position in DocuSign in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's DocuSign position peaked at $270K in Q2 2021.
427 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.