Legacy Advisors’s DocuSign DOCU Stock Holding History

Legacy Advisors’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	$235K	Buy	+5,283	New	+$248K	0.02%	300
2022 Q3	–	Sell	-4,821	Closed	-$277K	–	232
2022 Q2	$277K	Buy	4,821 +37	+0.8%	+$3K	0.06%	176
2022 Q1	$512K	Buy	4,784 +17	+0.4%	+$1.95K	0.1%	122
2021 Q4	$726K	Buy	4,767 +1	+0%	+$228	0.27%	54
2021 Q3	$1.23M	Buy	4,766 +1	+0%	+$288	0.49%	33
2021 Q2	$1.33M	Hold	4,765	–	–	0.54%	34
2021 Q1	$965K	Hold	4,765	–	–	0.43%	41
2020 Q4	$1.06M	Hold	4,765	–	–	0.6%	34
2020 Q3	$1.03M	Hold	4,765	–	–	0.68%	30
2020 Q2	$821K	Buy	+4,765	New	+$601K	0.65%	32
2019 Q2	–	Sell	-732	Closed	-$38K	–	376
2019 Q1	$38K	Buy	+732	New	+$37.4K	0.01%	233
2018 Q4	–	Sell	-732	Closed	-$38K	–	191
2018 Q3	$38K	Hold	732	–	–	0.02%	255
2018 Q2	$39K	Buy	+732	New	+$36.9K	0.03%	206

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Legacy Advisors's DOCU Position: Q2 2026 in Review

Legacy Advisors opened a new position in DocuSign (DOCU) in Q2 2026: 5,283 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in DOCU as recently as Q2 2022.

Legacy Advisors first reported a position in DOCU in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.33M in Q2 2021. 144 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Legacy Advisors held 5,283 shares of DocuSign worth $235K as of Q2 2026.
DocuSign was a new Legacy Advisors position in Q2 2026.
DocuSign made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #300 holding.
Legacy Advisors first reported a position in DocuSign in Q2 2018 and has held it in 13 quarters since.
Legacy Advisors's DocuSign position peaked at $1.33M in Q2 2021.
144 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.