FFM
DOCU

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Forum Financial Management's DOCU Position: Q2 2026 in Review

Forum Financial Management sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 4,360 shares — an estimated $207K sold.

Forum Financial Management first reported a position in DOCU in Q4 2024 and held it in 6 quarters. The position peaked at $773K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Forum Financial Management reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,360 DocuSign shares in Q2 2026, an estimated $207K.
  • Forum Financial Management first reported a position in DocuSign in Q4 2024 and held it in 6 quarters.
  • Forum Financial Management's DocuSign position peaked at $773K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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