GJIA
DOCU

Glass Jacobson Investment Advisors’s DocuSign DOCU Stock Holding History

Glass Jacobson Investment Advisors’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 		$356 Hold
8
– – ﹤0.01% 604
2026
Q1 		$380 Hold
8
– – ﹤0.01% 586
2025
Q4 		$548 Hold
8
– – ﹤0.01% 559
2025
Q3 		$577 Hold
8
– – ﹤0.01% 557
2025
Q2 		$624 Hold
8
– – ﹤0.01% 538
2025
Q1 		$720 Hold
8
– – ﹤0.01% 803
2024
Q4 		$720 Hold
8
– – ﹤0.01% 803
2024
Q3 		$497 Hold
8
– – ﹤0.01% 733
2024
Q2 		$428 Hold
8
– – ﹤0.01% 731
2024
Q1 		$477 Buy
8
+1
+14% +$56 ﹤0.01% 718
2023
Q4 		$417 Hold
7
– – ﹤0.01% 688
2023
Q3 		$294 Hold
7
– – ﹤0.01% 777
2023
Q2 		$358 Buy
+7
New +$371 ﹤0.01% 770
2022
Q4 		$388 Buy
+7
New +$341 ﹤0.01% 804

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 $3.38T AUM 44.17% 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

Glass Jacobson Investment Advisors's DOCU Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its DocuSign (DOCU) position steady in Q2 2026 at 8 shares worth $356. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Glass Jacobson Investment Advisors first reported a position in DOCU in Q4 2022 and has held it in 14 quarters since. The position peaked at $720 in Q1 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Glass Jacobson Investment Advisors held 8 shares of DocuSign worth $356 as of Q2 2026.
  • Glass Jacobson Investment Advisors left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #604 holding.
  • Glass Jacobson Investment Advisors first reported a position in DocuSign in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's DocuSign position peaked at $720 in Q1 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.