IP
DOCU

Intellectus Partners’s DocuSign DOCU Stock Holding History

Intellectus Partners’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 		$205K Sell
4,618
-271
-6% -$12.7K 0.04% 306
2026
Q1 		$232K Buy
4,889
+72
+1% +$3.68K 0.05% 264
2025
Q4 		$330K Sell
4,817
-10
-0.2% -$692 0.06% 226
2025
Q3 		$348K Hold
4,827
– – 0.07% 223
2025
Q2 		$376K Sell
4,827
-1,000
-17% -$80.9K 0.08% 215
2025
Q1 		$474K Sell
5,827
-750
-11% -$65.7K 0.12% 189
2024
Q4 		$592K Sell
6,577
-1,400
-18% -$112K 0.13% 178
2024
Q3 		$495K Sell
7,977
-795
-9% -$44.6K 0.13% 185
2024
Q2 		$469K Sell
8,772
-954
-10% -$53.8K 0.13% 177
2024
Q1 		$579K Sell
9,726
-1,600
-14% -$90.3K 0.15% 172
2023
Q4 		$673K Sell
11,326
-1,350
-11% -$61.9K 0.19% 142
2023
Q3 		$532K Sell
12,676
-5,374
-30% -$263K 0.17% 167
2023
Q2 		$922K Buy
18,050
+100
+0.6% +$5.3K 0.28% 104
2023
Q1 		$1.05M Buy
17,950
+299
+2% +$17.8K 0.33% 88
2022
Q4 		$978K Buy
17,651
+861
+5% +$41.9K 0.34% 87
2022
Q3 		$898K Sell
16,790
-1,060
-6% -$66.5K 0.32% 89
2022
Q2 		$1.02M Buy
17,850
+3,910
+28% +$317K 0.35% 80
2022
Q1 		$1.49M Buy
13,940
+11,451
+460% +$1.31M 0.45% 57
2021
Q4 		$379K Buy
2,489
+1,439
+137% +$328K 0.1% 200
2021
Q3 		$270K Hold
1,050
– – 0.07% 229
2021
Q2 		$294K Hold
1,050
– – 0.07% 233
2021
Q1 		$213K Buy
1,050
+50
+5% +$11.6K 0.06% 234
2020
Q4 		$222K Buy
+1,000
New +$225K 0.07% 218
2020
Q3 		– Sell
-1,289
Closed -$222K – 213
2020
Q2 		$222K Buy
+1,289
New +$162K 0.09% 197

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

Intellectus Partners's DOCU Position: Q2 2026 in Review

Intellectus Partners reduced its DocuSign (DOCU) stake by 5.5% in Q2 2026, selling an estimated $12.7K and leaving 4,618 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #306.

Intellectus Partners first reported a position in DOCU in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q1 2022. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Intellectus Partners held 4,618 shares of DocuSign worth $205K as of Q2 2026.
  • Intellectus Partners sold 271 DocuSign shares in Q2 2026, an estimated $12.7K.
  • DocuSign made up 0.04% of Intellectus Partners's portfolio in Q2 2026, its #306 holding.
  • Intellectus Partners first reported a position in DocuSign in Q2 2020 and has held it in 24 quarters since.
  • Intellectus Partners's DocuSign position peaked at $1.49M in Q1 2022.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.