Fulcrum Asset Management
DOCU icon

Fulcrum Asset Management’s DocuSign DOCU Stock Holding History

Fulcrum 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
Q3 		$2.91M Buy
43,414
+43,347
+64,697% +$2.58M 0.14% 188
2026
Q2 		$3.02K Buy
+67
New +$3.14K ﹤0.01% 822
2022
Q1 		– Hold
0
– – – 129
2021
Q4 		– Hold
0
– – – 101
2021
Q3 		– Hold
0
– – – 102
2021
Q1 		– Hold
0
– – – 118
2020
Q4 		– Hold
0
– – – 80
2020
Q3 		– Sell
-8,103
Closed -$1.44M – 145
2020
Q2 		$1.44M Buy
+8,103
New +$1.02M 0.48% 81

Other funds holding DOCU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fulcrum Asset Management's DOCU Position: Q3 2026 in Review

Fulcrum Asset Management increased its DocuSign (DOCU) stake by 64,697% in Q3 2026, buying an estimated $2.58M and bringing the position to 43,414 shares worth $2.91M. The position accounts for 0.14% of the portfolio, ranked #188.

Fulcrum Asset Management first reported a position in DOCU in Q2 2020 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Fulcrum Asset Management held 43,414 shares of DocuSign worth $2.91M as of Q3 2026.
  • Fulcrum Asset Management bought 43,347 DocuSign shares in Q3 2026, an estimated $2.58M.
  • DocuSign made up 0.14% of Fulcrum Asset Management's portfolio in Q3 2026, its #188 holding.
  • Fulcrum Asset Management first reported a position in DocuSign in Q2 2020 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Fulcrum Asset Management's 13F filing for Q3 2026, filed 4 Nov 2026.