Gilbert & Cook’s DocuSign DOCU Stock Holding History

Gilbert & Cook’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	$230K	Sell	5,189 -60	-1%	-$2.81K	0.03%	216
2026 Q1	$249K	Sell	5,249 -2,304	-31%	-$118K	0.03%	199
2025 Q4	$517K	Sell	7,553 -134	-2%	-$9.27K	0.06%	148
2025 Q3	$554K	Buy	7,687 +37	+0.5%	+$2.85K	0.07%	137
2025 Q2	$596K	Buy	7,650 +171	+2%	+$13.8K	0.08%	118
2025 Q1	$609K	Buy	7,479 +13	+0.2%	+$1.14K	0.09%	110
2024 Q4	$671K	Sell	7,466 -37	-0.5%	-$2.95K	0.09%	106
2024 Q3	$466K	Sell	7,503 -253	-3%	-$14.2K	0.06%	142
2024 Q2	$415K	Sell	7,756 -819	-10%	-$46.2K	0.06%	152
2024 Q1	$511K	Buy	8,575 +78	+0.9%	+$4.4K	0.07%	135
2023 Q4	$505K	Buy	8,497 +604	+8%	+$27.7K	0.07%	135
2023 Q3	$332K	Buy	+7,893	New	+$387K	0.05%	170
2020 Q3	–	Sell	-1,314	Closed	-$226K	–	162
2020 Q2	$226K	Buy	+1,314	New	+$166K	0.06%	135

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

Gilbert & Cook's DOCU Position: Q2 2026 in Review

Gilbert & Cook reduced its DocuSign (DOCU) stake by 1.1% in Q2 2026, selling an estimated $2.81K and leaving 5,189 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #216.

Gilbert & Cook first reported a position in DOCU in Q2 2020 and has held it in 13 quarters since. The position peaked at $671K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Gilbert & Cook held 5,189 shares of DocuSign worth $230K as of Q2 2026.
Gilbert & Cook sold 60 DocuSign shares in Q2 2026, an estimated $2.81K.
DocuSign made up 0.03% of Gilbert & Cook's portfolio in Q2 2026, its #216 holding.
Gilbert & Cook first reported a position in DocuSign in Q2 2020 and has held it in 13 quarters since.
Gilbert & Cook's DocuSign position peaked at $671K in Q4 2024.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.