HIA
DOCU

HFM Investment Advisors’s DocuSign DOCU Stock Holding History

HFM 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 		$134 Buy
+3
New +$141 ﹤0.01% 1218
2026
Q1 		– Sell
-3
Closed -$206 – 1242
2025
Q4 		$206 Sell
3
-1
-25% -$69 ﹤0.01% 1018
2025
Q3 		$288 Sell
4
-1
-20% -$77 ﹤0.01% 876
2025
Q2 		$389 Buy
5
+3
+150% +$243 ﹤0.01% 752
2025
Q1 		$163 Buy
+2
New +$175 ﹤0.01% 704

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

HFM Investment Advisors's DOCU Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in DocuSign (DOCU) in Q2 2026: 3 shares worth $134. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in DOCU as recently as Q4 2025.

HFM Investment Advisors first reported a position in DOCU in Q1 2025 and has held it in 5 quarters since. The position peaked at $389 in Q2 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • HFM Investment Advisors held 3 shares of DocuSign worth $134 as of Q2 2026.
  • DocuSign was a new HFM Investment Advisors position in Q2 2026.
  • DocuSign made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1218 holding.
  • HFM Investment Advisors first reported a position in DocuSign in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's DocuSign position peaked at $389 in Q2 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.