KIM
DOCU

Kestra Investment Management’s DocuSign DOCU Stock Holding History

Kestra Investment Management’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 Sell
25,840
-7,248
-22% -$340K 0.02% 209
2026
Q1 		$1.57M Buy
33,088
+18,355
+125% +$939K 0.03% 158
2025
Q4 		$1.01M Buy
14,733
+54
+0.4% +$3.73K 0.02% 204
2025
Q3 		$1.06M Buy
+14,679
New +$1.13M 0.03% 194
2025
Q1 		– Sell
-329
Closed -$29.6K – 1025
2024
Q4 		$29.6K Buy
+329
New +$26.3K ﹤0.01% 642

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

Kestra Investment Management's DOCU Position: Q2 2026 in Review

Kestra Investment Management reduced its DocuSign (DOCU) stake by 22% in Q2 2026, selling an estimated $340K and leaving 25,840 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #209.

Kestra Investment Management first reported a position in DOCU in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.57M in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Kestra Investment Management held 25,840 shares of DocuSign worth $1.15M as of Q2 2026.
  • Kestra Investment Management sold 7,248 DocuSign shares in Q2 2026, an estimated $340K.
  • DocuSign made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #209 holding.
  • Kestra Investment Management first reported a position in DocuSign in Q4 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's DocuSign position peaked at $1.57M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.