JWCA
DOCU

J.W. Cole Advisors’s DocuSign DOCU Stock Holding History

J.W. Cole 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 		$326K Buy
+7,346
New +$344K 0.01% 1229
2026
Q1 		– Sell
-8,169
Closed -$548K – 918
2025
Q4 		$548K Sell
8,169
-478
-6% -$33.1K 0.01% 862
2025
Q3 		$623K Sell
8,647
-467
-5% -$36K 0.01% 910
2025
Q2 		$710K Buy
9,114
+254
+3% +$20.5K 0.02% 799
2025
Q1 		$721K Buy
8,860
+539
+6% +$47.2K 0.02% 649
2024
Q4 		$748K Buy
8,321
+375
+5% +$29.9K 0.03% 501
2024
Q3 		$493K Buy
7,946
+155
+2% +$8.69K 0.02% 599
2024
Q2 		$417K Hold
7,791
– – 0.02% 575
2024
Q1 		$464K Buy
+7,791
New +$440K 0.02% 550
2023
Q2 		– Sell
-4,251
Closed -$248K – 776
2023
Q1 		$248K Buy
+4,251
New +$254K 0.02% 666
2022
Q2 		– Sell
-2,893
Closed -$310K – 746
2022
Q1 		$310K Sell
2,893
-2,069
-42% -$237K 0.02% 605
2021
Q4 		$756K Buy
4,962
+1,107
+29% +$252K 0.05% 355
2021
Q3 		$992K Buy
3,855
+677
+21% +$195K 0.07% 165
2021
Q2 		$888K Sell
3,178
-341
-10% -$76.2K 0.07% 297
2021
Q1 		$712K Buy
3,519
+39
+1% +$9.04K 0.07% 304
2020
Q4 		$774K Sell
3,480
-4,787
-58% -$1.08M 0.08% 259
2020
Q3 		$1.78M Buy
+8,267
New +$1.72M 0.14% 165

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

J.W. Cole Advisors's DOCU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in DocuSign (DOCU) in Q2 2026: 7,346 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DOCU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DOCU in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.78M in Q3 2020. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • J.W. Cole Advisors held 7,346 shares of DocuSign worth $326K as of Q2 2026.
  • DocuSign was a new J.W. Cole Advisors position in Q2 2026.
  • DocuSign made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1229 holding.
  • J.W. Cole Advisors first reported a position in DocuSign in Q3 2020 and has held it in 17 quarters since.
  • J.W. Cole Advisors's DocuSign position peaked at $1.78M in Q3 2020.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.