Jones Financial Companies
DOCU

Jones Financial Companies’s DocuSign DOCU Stock Holding History

Jones Financial Companies’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 		$1.15M Buy
25,332
+125
+0.5% +$5.86K ﹤0.01% 1824
2026
Q1 		$1.15M Buy
25,207
+4,464
+22% +$228K ﹤0.01% 1660
2025
Q4 		$1.42M Buy
20,743
+5,261
+34% +$364K ﹤0.01% 1095
2025
Q3 		$1.26M Buy
15,482
+1,217
+9% +$93.8K ﹤0.01% 1039
2025
Q2 		$1.09M Sell
14,265
-2,941
-17% -$238K ﹤0.01% 976
2025
Q1 		$1.43M Sell
17,206
-3,280
-16% -$287K ﹤0.01% 741
2024
Q4 		$1.84M Buy
20,486
+6,001
+41% +$479K ﹤0.01% 581
2024
Q3 		$893K Buy
14,485
+8,904
+160% +$499K ﹤0.01% 636
2024
Q2 		$299K Buy
5,581
+3,956
+243% +$223K ﹤0.01% 706
2024
Q1 		$96.8K Buy
1,625
+638
+65% +$36K ﹤0.01% 600
2023
Q4 		$58.7K Buy
+987
New +$45.3K ﹤0.01% 450
2023
Q2 		– Sell
-129
Closed -$7.52K – 545
2023
Q1 		$7.52K Buy
129
+111
+617% +$6.62K ﹤0.01% 492
2022
Q4 		$1K Buy
+18
New +$876 ﹤0.01% 657
2021
Q1 		– Sell
-12
Closed -$3K – 795
2020
Q4 		$3K Buy
+12
New +$2.69K ﹤0.01% 548

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

Jones Financial Companies's DOCU Position: Q2 2026 in Review

Jones Financial Companies increased its DocuSign (DOCU) stake by 0.5% in Q2 2026, buying an estimated $5.86K and bringing the position to 25,332 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Jones Financial Companies first reported a position in DOCU in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Jones Financial Companies held 25,332 shares of DocuSign worth $1.15M as of Q2 2026.
  • Jones Financial Companies bought 125 DocuSign shares in Q2 2026, an estimated $5.86K.
  • DocuSign made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1824 holding.
  • Jones Financial Companies first reported a position in DocuSign in Q4 2020 and has held it in 14 quarters since.
  • Jones Financial Companies's DocuSign position peaked at $1.84M in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.