IFG
DOCU

Independent Financial Group’s DocuSign DOCU Stock Holding History

Independent Financial Group’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 		$499K Buy
11,228
+4,753
+73% +$223K 0.01% 994
2026
Q1 		$307K Sell
6,475
-301
-4% -$15.4K 0.01% 1148
2025
Q4 		$463K Sell
6,776
-500
-7% -$34.6K 0.01% 942
2025
Q3 		$525K Sell
7,276
-20
-0.3% -$1.54K 0.01% 834
2025
Q2 		$568K Buy
7,296
+77
+1% +$6.23K 0.02% 725
2025
Q1 		$588K Buy
7,219
+371
+5% +$32.5K 0.02% 654
2024
Q4 		$616K Sell
6,848
-1,075
-14% -$85.8K 0.02% 626
2024
Q3 		$492K Sell
7,923
-1,587
-17% -$88.9K 0.02% 659
2024
Q2 		$509K Sell
9,510
-461
-5% -$26K 0.02% 600
2024
Q1 		$594K Sell
9,971
-1,297
-12% -$73.2K 0.03% 527
2023
Q4 		$670K Sell
11,268
-1,950
-15% -$89.4K 0.04% 472
2023
Q3 		$555K Buy
13,218
+4,906
+59% +$240K 0.04% 461
2023
Q2 		$425K Sell
8,312
-2,633
-24% -$139K 0.03% 523
2023
Q1 		$638K Buy
10,945
+3,476
+47% +$207K 0.05% 396
2022
Q4 		$414K Sell
7,469
-2,921
-28% -$142K 0.04% 470
2022
Q3 		$556K Sell
10,390
-1,270
-11% -$79.6K 0.05% 367
2022
Q2 		$669K Buy
11,660
+1,178
+11% +$95.4K 0.07% 306
2022
Q1 		$1.12M Buy
10,482
+5,457
+109% +$626K 0.09% 223
2021
Q4 		$765K Buy
5,025
+269
+6% +$61.3K 0.06% 319
2021
Q3 		$1.22M Buy
4,756
+1,273
+37% +$367K 0.13% 172
2021
Q2 		$974K Sell
3,483
-238
-6% -$53.2K 0.1% 221
2021
Q1 		$753K Buy
3,721
+997
+37% +$231K 0.1% 227
2020
Q4 		$606K Buy
2,724
+517
+23% +$116K 0.09% 261
2020
Q3 		$475K Sell
2,207
-893
-29% -$185K 0.09% 246
2020
Q2 		$534K Buy
+3,100
New +$391K 0.12% 210

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

Independent Financial Group's DOCU Position: Q2 2026 in Review

Independent Financial Group increased its DocuSign (DOCU) stake by 73% in Q2 2026, buying an estimated $223K and bringing the position to 11,228 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #994.

Independent Financial Group first reported a position in DOCU in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.22M in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Independent Financial Group held 11,228 shares of DocuSign worth $499K as of Q2 2026.
  • Independent Financial Group bought 4,753 DocuSign shares in Q2 2026, an estimated $223K.
  • DocuSign made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #994 holding.
  • Independent Financial Group first reported a position in DocuSign in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's DocuSign position peaked at $1.22M in Q3 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.