LFG
DOCU

Larson Financial Group’s DocuSign DOCU Stock Holding History

Larson 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
Q2 		$918K Sell
20,672
-753
-4% -$35.3K 0.02% 386
2026
Q1 		$1.02M Sell
21,425
-725
-3% -$37.1K 0.03% 320
2025
Q4 		$1.52M Sell
22,150
-1,726
-7% -$119K 0.05% 265
2025
Q3 		$1.72M Sell
23,876
-409
-2% -$31.5K 0.06% 242
2025
Q2 		$1.89M Sell
24,285
-885
-4% -$71.6K 0.08% 222
2025
Q1 		$2.05M Buy
25,170
+25,018
+16,459% +$2.19M 0.1% 184
2024
Q4 		$13.7K Buy
152
+35
+30% +$2.79K ﹤0.01% 1373
2024
Q3 		$7.26K Sell
117
-32
-21% -$1.79K ﹤0.01% 1591
2024
Q2 		$7.97K Buy
149
+30
+25% +$1.69K ﹤0.01% 1330
2024
Q1 		$7.09K Sell
119
-126
-51% -$7.11K ﹤0.01% 1123
2023
Q4 		$14.6K Sell
245
-104
-30% -$4.77K ﹤0.01% 923
2023
Q3 		$14.7K Buy
349
+22
+7% +$1.08K ﹤0.01% 898
2023
Q2 		$16.7K Sell
327
-69
-17% -$3.65K ﹤0.01% 791
2023
Q1 		$23.1K Buy
396
+56
+16% +$3.34K ﹤0.01% 708
2022
Q4 		$18.8K Hold
340
– – ﹤0.01% 704
2022
Q3 		$18K Buy
340
+75
+28% +$4.7K ﹤0.01% 650
2022
Q2 		$15K Sell
265
-294
-53% -$23.8K ﹤0.01% 614
2022
Q1 		$60K Sell
559
-16
-3% -$1.84K 0.01% 351
2021
Q4 		$88K Buy
575
+316
+122% +$72K 0.01% 294
2021
Q3 		$67K Sell
259
-112
-30% -$32.3K 0.01% 252
2021
Q2 		$104K Sell
371
-10
-3% -$2.24K 0.02% 184
2021
Q1 		$77K Buy
381
+37
+11% +$8.58K 0.02% 196
2020
Q4 		$76K Buy
344
+216
+169% +$48.5K 0.03% 163
2020
Q3 		$28K Buy
128
+71
+125% +$14.7K 0.01% 264
2020
Q2 		$10K Hold
57
– – ﹤0.01% 389
2020
Q1 		$5K Buy
+57
New +$4.58K ﹤0.01% 364

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

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

Larson Financial Group reduced its DocuSign (DOCU) stake by 3.5% in Q2 2026, selling an estimated $35.3K and leaving 20,672 shares worth $918K. The position accounts for 0.02% of the portfolio, ranked #386.

Larson Financial Group first reported a position in DOCU in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.05M in Q1 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Larson Financial Group held 20,672 shares of DocuSign worth $918K as of Q2 2026.
  • Larson Financial Group sold 753 DocuSign shares in Q2 2026, an estimated $35.3K.
  • DocuSign made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #386 holding.
  • Larson Financial Group first reported a position in DocuSign in Q1 2020 and has held it in 26 quarters since.
  • Larson Financial Group's DocuSign position peaked at $2.05M in Q1 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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