JFG
DOCU

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
2024
Q1 		– Sell
-34,900
Closed -$2.07M – 1701
2023
Q4 		$2.07M Buy
+34,900
New +$1.6M 0.01% 699

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group opened a new position in DocuSign (DOCU) in Q2 2026: 15,561 shares worth $691K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in DOCU as recently as Q4 2023.

Jefferies Financial Group first reported a position in DOCU in Q3 2023 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Jefferies Financial Group held 15,561 shares of DocuSign worth $691K as of Q2 2026.
  • DocuSign was a new Jefferies Financial Group position in Q2 2026.
  • DocuSign made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1136 holding.
  • Jefferies Financial Group first reported a position in DocuSign in Q3 2023 and has held it in 3 quarters since.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.