I
DOCU

InceptionR’s DocuSign DOCU Stock Holding History

InceptionR’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 		– Sell
-8,263
Closed -$392K – 712
2026
Q1 		$392K Sell
8,263
-8,630
-51% -$442K 0.09% 396
2025
Q4 		$1.16M Sell
16,893
-2,641
-14% -$183K 0.32% 69
2025
Q3 		$1.41M Buy
19,534
+8,605
+79% +$663K 0.34% 61
2025
Q2 		$851K Buy
10,929
+3,479
+47% +$281K 0.2% 188
2025
Q1 		$606K Buy
+7,450
New +$653K 0.18% 228
2024
Q1 		– Sell
-3,874
Closed -$230K – 617
2023
Q4 		$230K Sell
3,874
-3,705
-49% -$170K 0.16% 281
2023
Q3 		$318K Sell
7,579
-300
-4% -$14.7K 0.18% 245
2023
Q2 		$403K Sell
7,879
-6,173
-44% -$327K 0.21% 197
2023
Q1 		$819K Buy
14,052
+8,041
+134% +$480K 0.26% 143
2022
Q4 		$333K Buy
+6,011
New +$293K 0.18% 255

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

InceptionR's DOCU Position: Q2 2026 in Review

InceptionR sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 8,263 shares — an estimated $392K sold.

InceptionR first reported a position in DOCU in Q4 2022 and held it in 10 quarters. The position peaked at $1.41M in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • InceptionR reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 8,263 DocuSign shares in Q2 2026, an estimated $392K.
  • InceptionR first reported a position in DocuSign in Q4 2022 and held it in 10 quarters.
  • InceptionR's DocuSign position peaked at $1.41M in Q3 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.