KF
DOCU

Krilogy Financial’s DocuSign DOCU Stock Holding History

Krilogy Financial’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 		$716K Buy
16,112
+2,327
+17% +$109K 0.02% 503
2026
Q1 		$635K Buy
+13,785
New +$705K 0.02% 505
2025
Q4 		– Sell
-4,405
Closed -$312K – 943
2025
Q3 		$312K Buy
+4,405
New +$339K 0.01% 664

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

Krilogy Financial's DOCU Position: Q2 2026 in Review

Krilogy Financial increased its DocuSign (DOCU) stake by 17% in Q2 2026, buying an estimated $109K and bringing the position to 16,112 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #503.

Krilogy Financial first reported a position in DOCU in Q3 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Krilogy Financial held 16,112 shares of DocuSign worth $716K as of Q2 2026.
  • Krilogy Financial bought 2,327 DocuSign shares in Q2 2026, an estimated $109K.
  • DocuSign made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #503 holding.
  • Krilogy Financial first reported a position in DocuSign in Q3 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.