IFP Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $174K | Buy |
3,923
+1,098
| +39% | +$51.5K | ﹤0.01% | 1607 |
|
|
2026
Q1 | $134K | Buy |
2,825
+187
| +7% | +$9.57K | ﹤0.01% | 1641 |
|
|
2025
Q4 | $180K | Buy |
2,638
+653
| +33% | +$45.2K | ﹤0.01% | 1429 |
|
|
2025
Q3 | $143K | Buy |
1,985
+503
| +34% | +$38.8K | ﹤0.01% | 1464 |
|
|
2025
Q2 | $184K | Sell |
1,482
-1,254
| -46% | -$101K | 0.01% | 1306 |
|
|
2025
Q1 | $223K | Sell |
2,736
-62
| -2% | -$5.43K | 0.01% | 1128 |
|
|
2024
Q4 | $252K | Buy |
2,798
+1,997
| +249% | +$159K | 0.01% | 1024 |
|
|
2024
Q3 | $49.7K | Buy |
801
+89
| +13% | +$4.99K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $38.1K | Buy |
712
+27
| +4% | +$1.52K | ﹤0.01% | 1789 |
|
|
2024
Q1 | $40.8K | Sell |
685
-235
| -26% | -$13.3K | ﹤0.01% | 1671 |
|
|
2023
Q4 | $54.7K | Buy |
920
+156
| +20% | +$7.16K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $32.1K | Sell |
764
-119
| -13% | -$5.83K | ﹤0.01% | 1748 |
|
|
2023
Q2 | $45.1K | Sell |
883
-30
| -3% | -$1.59K | ﹤0.01% | 1650 |
|
|
2023
Q1 | $46.1K | Sell |
913
-1,525
| -63% | -$91K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $142K | Sell |
2,438
-951
| -28% | -$46.3K | ﹤0.01% | 1537 |
|
|
2022
Q3 | $193K | Buy |
3,389
+967
| +40% | +$60.6K | 0.01% | 1429 |
|
|
2022
Q2 | $143K | Hold |
2,422
| – | – | ﹤0.01% | 1478 |
|
|
2022
Q1 | $143K | Buy |
2,422
+1,570
| +184% | +$180K | ﹤0.01% | 1478 |
|
|
2021
Q4 | $135K | Sell |
852
-799
| -48% | -$182K | ﹤0.01% | 1138 |
|
|
2021
Q3 | $430K | Buy |
1,651
+270
| +20% | +$77.8K | 0.01% | 634 |
|
|
2021
Q2 | $393K | Sell |
1,381
-781
| -36% | -$175K | 0.01% | 622 |
|
|
2021
Q1 | $442K | Sell |
2,162
-248
| -10% | -$57.5K | 0.01% | 563 |
|
|
2020
Q4 | $534K | Buy |
2,410
+1,081
| +81% | +$243K | 0.02% | 486 |
|
|
2020
Q3 | $286K | Buy |
1,329
+619
| +87% | +$128K | 0.02% | 586 |
|
|
2020
Q2 | $123K | Buy |
710
+360
| +103% | +$45.4K | 0.01% | 846 |
|
|
2020
Q1 | $29K | Sell |
350
-5,295
| -94% | -$426K | ﹤0.01% | 1343 |
|
|
2019
Q4 | $429K | Sell |
5,645
-45
| -0.8% | -$3.09K | 0.03% | 460 |
|
|
2019
Q3 | $351K | Buy |
+5,690
| New | +$298K | 0.02% | 580 |
|
|
2019
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 1920 |
|
|
2018
Q4 | $3K | Sell |
75
-200
| -73% | -$8.4K | ﹤0.01% | 3023 |
|
|
2018
Q3 | $14K | Buy |
275
+250
| +1,000% | +$14.2K | ﹤0.01% | 2648 |
|
|
2018
Q2 | $1K | Buy |
+25
| New | +$1.26K | ﹤0.01% | 3706 |
|
Other funds holding DOCU
IFP Advisors's DOCU Position: Q2 2026 in Review
IFP Advisors increased its DocuSign (DOCU) stake by 39% in Q2 2026, buying an estimated $51.5K and bringing the position to 3,923 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.
IFP Advisors first reported a position in DOCU in Q2 2018 and has held it in 32 quarters since. The position peaked at $534K in Q4 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.
- IFP Advisors held 3,923 shares of DocuSign worth $174K as of Q2 2026.
- IFP Advisors bought 1,098 DocuSign shares in Q2 2026, an estimated $51.5K.
- DocuSign made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1607 holding.
- IFP Advisors first reported a position in DocuSign in Q2 2018 and has held it in 32 quarters since.
- IFP Advisors's DocuSign position peaked at $534K in Q4 2020.
- 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.