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
2022 Q1	–	Sell	-3,000	Closed	-$456K	–	1018
2021 Q4	$456K	Hold	3,000	–	–	0.01%	648
2021 Q3	$772K	Hold	3,000	–	–	0.01%	464
2021 Q2	$838K	Hold	3,000	–	–	0.01%	418
2021 Q1	$607K	Hold	3,000	–	–	0.01%	449
2020 Q4	$666K	Buy	+3,000	New	+$674K	0.01%	409

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 674 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.
674 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.