HBCM
DOCU

Heron Bay Capital Management’s DocuSign DOCU Stock Holding History

Heron Bay Capital 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 		$4.28M Buy
96,243
+15,926
+20% +$747K 0.39% 45
2026
Q1 		$3.81M Buy
+80,317
New +$4.11M 0.35% 40
2025
Q3 		– Sell
-16,093
Closed -$1.25M – 112
2025
Q2 		$1.25M Buy
16,093
+66
+0.4% +$5.34K 0.25% 47
2025
Q1 		$1.3M Sell
16,027
-156
-1% -$13.7K 0.27% 49
2024
Q4 		$1.46M Sell
16,183
-1
-0% -$80 0.3% 46
2024
Q3 		$1M Buy
16,184
+598
+4% +$33.5K 0.21% 48
2024
Q2 		$834K Buy
+15,586
New +$879K 0.18% 52

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

Heron Bay Capital Management's DOCU Position: Q2 2026 in Review

Heron Bay Capital Management increased its DocuSign (DOCU) stake by 20% in Q2 2026, buying an estimated $747K and bringing the position to 96,243 shares worth $4.28M. The position accounts for 0.39% of the portfolio, ranked #45.

Heron Bay Capital Management first reported a position in DOCU in Q2 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Heron Bay Capital Management held 96,243 shares of DocuSign worth $4.28M as of Q2 2026.
  • Heron Bay Capital Management bought 15,926 DocuSign shares in Q2 2026, an estimated $747K.
  • DocuSign made up 0.39% of Heron Bay Capital Management's portfolio in Q2 2026, its #45 holding.
  • Heron Bay Capital Management first reported a position in DocuSign in Q2 2024 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.