Forum Financial Management’s DocuSign DOCU Stock Holding History

Forum Financial 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 Q3	$280K	Buy	+4,170	New	+$248K	﹤0.01%	278
2026 Q2	–	Sell	-4,360	Closed	-$207K	–	357
2026 Q1	$207K	Sell	4,360 -3,675	-46%	-$188K	﹤0.01%	307
2025 Q4	$550K	Sell	8,035 -113	-1%	-$7.81K	0.01%	432
2025 Q3	$587K	Sell	8,148 -274	-3%	-$21.1K	0.01%	391
2025 Q2	$656K	Sell	8,422 -185	-2%	-$15K	0.01%	322
2025 Q1	$701K	Buy	8,607 +7	+0.1%	+$613	0.01%	273
2024 Q4	$773K	Buy	+8,600	New	+$687K	0.01%	255

Other funds holding DOCU

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Forum Financial Management's DOCU Position: Q3 2026 in Review

Forum Financial Management opened a new position in DocuSign (DOCU) in Q3 2026: 4,170 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in DOCU as recently as Q1 2026.

Forum Financial Management first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $773K in Q4 2024. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Forum Financial Management held 4,170 shares of DocuSign worth $280K as of Q3 2026.
DocuSign was a new Forum Financial Management position in Q3 2026.
DocuSign made up ﹤0.01% of Forum Financial Management's portfolio in Q3 2026, its #278 holding.
Forum Financial Management first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
Forum Financial Management's DocuSign position peaked at $773K in Q4 2024.
140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.