Lido Advisors
DOCU

Lido Advisors’s DocuSign DOCU Stock Holding History

Lido 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 		$386K Buy
8,688
+2,344
+37% +$110K ﹤0.01% 1616
2026
Q1 		$301K Buy
+6,344
New +$325K ﹤0.01% 1563
2024
Q1 		– Sell
-3,959
Closed -$235K – 1409
2023
Q4 		$235K Sell
3,959
-1,305
-25% -$59.9K ﹤0.01% 1142
2023
Q3 		$221K Buy
5,264
+575
+12% +$28.2K ﹤0.01% 1044
2023
Q2 		$240K Sell
4,689
-5,663
-55% -$300K ﹤0.01% 1036
2023
Q1 		$604K Buy
10,352
+3,265
+46% +$195K 0.01% 615
2022
Q4 		$393K Buy
7,087
+830
+13% +$40.4K ﹤0.01% 695
2022
Q3 		$334K Sell
6,257
-574
-8% -$36K ﹤0.01% 709
2022
Q2 		$391K Buy
6,831
+842
+14% +$68.2K 0.01% 621
2022
Q1 		$641K Sell
5,989
-2,209
-27% -$254K 0.01% 520
2021
Q4 		$1.25M Buy
8,198
+617
+8% +$141K 0.01% 368
2021
Q3 		$1.95M Buy
7,581
+229
+3% +$66K 0.03% 273
2021
Q2 		$2.06M Sell
7,352
-608
-8% -$136K 0.03% 258
2021
Q1 		$1.61M Buy
7,960
+252
+3% +$58.4K 0.03% 258
2020
Q4 		$1.71M Sell
7,708
-2,024
-21% -$455K 0.04% 231
2020
Q3 		$2.1M Buy
9,732
+1,565
+19% +$325K 0.05% 163
2020
Q2 		$1.41M Sell
8,167
-435
-5% -$54.8K 0.04% 195
2020
Q1 		$795K Buy
8,602
+1,328
+18% +$107K 0.03% 263
2019
Q4 		$539K Buy
7,274
+796
+12% +$54.7K 0.02% 373
2019
Q3 		$401K Buy
6,478
+671
+12% +$35.1K 0.02% 383
2019
Q2 		$288K Buy
5,807
+1,187
+26% +$63.4K 0.02% 432
2019
Q1 		$239K Buy
+4,620
New +$236K 0.02% 448

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

Lido Advisors's DOCU Position: Q2 2026 in Review

Lido Advisors increased its DocuSign (DOCU) stake by 37% in Q2 2026, buying an estimated $110K and bringing the position to 8,688 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Lido Advisors first reported a position in DOCU in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.1M in Q3 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Lido Advisors held 8,688 shares of DocuSign worth $386K as of Q2 2026.
  • Lido Advisors bought 2,344 DocuSign shares in Q2 2026, an estimated $110K.
  • DocuSign made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1616 holding.
  • Lido Advisors first reported a position in DocuSign in Q1 2019 and has held it in 22 quarters since.
  • Lido Advisors's DocuSign position peaked at $2.1M in Q3 2020.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.