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 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 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

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

Fulcrum Asset Management opened a new position in DocuSign (DOCU) in Q2 2026: 67 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in DOCU as recently as Q2 2020.

Fulcrum Asset Management first reported a position in DOCU in Q2 2020 and has held it in 2 quarters since. The position peaked at $1.44M in Q2 2020. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Fulcrum Asset Management held 67 shares of DocuSign worth $3.02K as of Q2 2026.
DocuSign was a new Fulcrum Asset Management position in Q2 2026.
DocuSign made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #822 holding.
Fulcrum Asset Management first reported a position in DocuSign in Q2 2020 and has held it in 2 quarters since.
Fulcrum Asset Management's DocuSign position peaked at $1.44M in Q2 2020.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.