LAM
DOCU

Lifestyle Asset Management’s DocuSign DOCU Stock Holding History

Lifestyle Asset Management’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 		$1.68M Buy
37,931
+7,526
+25% +$353K 0.45% 54
2026
Q1 		$1.44M Buy
30,405
+10,257
+51% +$525K 0.47% 48
2025
Q4 		$1.38M Buy
20,148
+2,652
+15% +$183K 0.45% 61
2025
Q3 		$1.26M Buy
17,496
+4,419
+34% +$341K 0.43% 65
2025
Q2 		$1.02M Buy
13,077
+1,040
+9% +$84.1K 0.48% 52
2025
Q1 		$980K Sell
12,037
-135
-1% -$11.8K 0.54% 38
2024
Q4 		$1.09M Buy
+12,172
New +$972K 0.6% 40

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

Lifestyle Asset Management's DOCU Position: Q2 2026 in Review

Lifestyle Asset Management increased its DocuSign (DOCU) stake by 25% in Q2 2026, buying an estimated $353K and bringing the position to 37,931 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #54.

Lifestyle Asset Management first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Lifestyle Asset Management held 37,931 shares of DocuSign worth $1.68M as of Q2 2026.
  • Lifestyle Asset Management bought 7,526 DocuSign shares in Q2 2026, an estimated $353K.
  • DocuSign made up 0.45% of Lifestyle Asset Management's portfolio in Q2 2026, its #54 holding.
  • Lifestyle Asset Management first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.