Formidable Asset Management’s DocuSign DOCU Stock Holding History

Formidable Asset 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	$318K	Sell	7,162 -223	-3%	-$10.5K	0.05%	308
2026 Q1	$350K	Buy	7,385 +2,510	+51%	+$128K	0.05%	288
2025 Q4	$333K	Sell	4,875 -4,356	-47%	-$301K	0.05%	318
2025 Q3	$689K	Sell	9,231 -674	-7%	-$51.9K	0.11%	185
2025 Q2	$788K	Buy	9,905 +5,169	+109%	+$418K	0.13%	145
2025 Q1	$386K	Sell	4,736 -340	-7%	-$29.8K	0.06%	272
2024 Q4	$457K	Sell	5,076 -1,552	-23%	-$124K	0.08%	243
2024 Q3	$412K	Sell	6,628 -615	-8%	-$34.5K	0.07%	250
2024 Q2	$388K	Buy	7,243 +2,517	+53%	+$142K	0.06%	269
2024 Q1	$281K	Buy	+4,726	New	+$267K	0.05%	287
2021 Q4	–	Sell	-1,287	Closed	-$331K	–	328
2021 Q3	$331K	Sell	1,287 -237	-16%	-$68.3K	0.06%	255
2021 Q2	$426K	Buy	1,524 +342	+29%	+$76.5K	0.09%	193
2021 Q1	$237K	Buy	1,182 +177	+18%	+$41K	0.05%	248
2020 Q4	$223K	Buy	+1,005	New	+$226K	0.05%	240

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

Formidable Asset Management's DOCU Position: Q2 2026 in Review

Formidable Asset Management reduced its DocuSign (DOCU) stake by 3% in Q2 2026, selling an estimated $10.5K and leaving 7,162 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #308.

Formidable Asset Management first reported a position in DOCU in Q4 2020 and has held it in 14 quarters since. The position peaked at $788K in Q2 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Formidable Asset Management held 7,162 shares of DocuSign worth $318K as of Q2 2026.
Formidable Asset Management sold 223 DocuSign shares in Q2 2026, an estimated $10.5K.
DocuSign made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #308 holding.
Formidable Asset Management first reported a position in DocuSign in Q4 2020 and has held it in 14 quarters since.
Formidable Asset Management's DocuSign position peaked at $788K in Q2 2025.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.