LI
DOCU

LRI Investments’s DocuSign DOCU Stock Holding History

LRI Investments’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 		$133 Sell
3
-235
-99% -$11K ﹤0.01% 1814
2026
Q1 		$11.3K Buy
238
+67
+39% +$3.43K ﹤0.01% 858
2025
Q4 		$11.7K Hold
171
– – ﹤0.01% 827
2025
Q3 		$12.3K Hold
171
– – ﹤0.01% 825
2025
Q2 		$13.3K Hold
171
– – ﹤0.01% 784
2025
Q1 		$13.9K Hold
171
– – ﹤0.01% 734
2024
Q4 		$15.4K Hold
171
– – ﹤0.01% 711
2024
Q3 		$13.7K Hold
171
– – ﹤0.01% 717
2024
Q2 		$9.15K Buy
+171
New +$9.64K ﹤0.01% 767

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

LRI Investments's DOCU Position: Q2 2026 in Review

LRI Investments reduced its DocuSign (DOCU) stake by 99% in Q2 2026, selling an estimated $11K and leaving 3 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

LRI Investments first reported a position in DOCU in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.4K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • LRI Investments held 3 shares of DocuSign worth $133 as of Q2 2026.
  • LRI Investments sold 235 DocuSign shares in Q2 2026, an estimated $11K.
  • DocuSign made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1814 holding.
  • LRI Investments first reported a position in DocuSign in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's DocuSign position peaked at $15.4K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.