Jefferies Financial Group
DOCU icon

Jefferies Financial Group’s DocuSign DOCU Stock Holding History

Jefferies 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
Q3 		– Sell
-15,561
Closed -$691K – 1433
2026
Q2 		$691K Buy
+15,561
New +$729K ﹤0.01% 1136
2024
Q1 		– Sell
-6,572
Closed -$391K – 1702
2023
Q4 		$391K Sell
6,572
-2,280
-26% -$105K ﹤0.01% 1303
2023
Q3 		$372K Buy
+8,852
New +$434K ﹤0.01% 1167

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jefferies Financial Group's DOCU Position: Q3 2026 in Review

Jefferies Financial Group sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 15,561 shares — an estimated $691K sold.

Jefferies Financial Group first reported a position in DOCU in Q3 2023 and held it in 3 quarters. The position peaked at $691K in Q2 2026. 586 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Jefferies Financial Group reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 15,561 DocuSign shares in Q3 2026, an estimated $691K.
  • Jefferies Financial Group first reported a position in DocuSign in Q3 2023 and held it in 3 quarters.
  • Jefferies Financial Group's DocuSign position peaked at $691K in Q2 2026.
  • 586 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.