MCM
DOCU

MAI Capital Management’s DocuSign DOCU Stock Holding History

MAI Capital 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 		$651K Buy
14,653
+7,163
+96% +$336K ﹤0.01% 1174
2026
Q1 		$355K Sell
7,490
-3,571
-32% -$183K ﹤0.01% 1181
2025
Q4 		$757K Buy
11,061
+65
+0.6% +$4.5K ﹤0.01% 835
2025
Q3 		$793K Sell
10,996
-281
-2% -$21.7K ﹤0.01% 778
2025
Q2 		$878K Buy
11,277
+165
+1% +$13.3K 0.01% 685
2025
Q1 		$905K Buy
11,112
+3
+0% +$263 0.01% 647
2024
Q4 		$999K Buy
11,109
+148
+1% +$11.8K 0.01% 632
2024
Q3 		$681K Sell
10,961
-2,387
-18% -$134K 0.01% 661
2024
Q2 		$714K Sell
13,348
-433
-3% -$24.4K 0.01% 692
2024
Q1 		$821K Sell
13,781
-21
-0.2% -$1.19K 0.01% 646
2023
Q4 		$821K Buy
13,802
+219
+2% +$10K 0.01% 530
2023
Q3 		$570K Sell
13,583
-225
-2% -$11K 0.01% 598
2023
Q2 		$705K Sell
13,808
-2,573
-16% -$136K 0.01% 519
2023
Q1 		$955K Sell
16,381
-36
-0.2% -$2.15K 0.02% 435
2022
Q4 		$910K Buy
16,417
+157
+1% +$7.64K 0.02% 431
2022
Q3 		$869K Buy
16,260
+3,908
+32% +$245K 0.02% 408
2022
Q2 		$709K Sell
12,352
-637
-5% -$51.6K 0.01% 459
2022
Q1 		$1.39M Buy
12,989
+2,326
+22% +$267K 0.02% 328
2021
Q4 		$1.62M Sell
10,663
-47
-0.4% -$10.7K 0.03% 321
2021
Q3 		$2.76M Sell
10,710
-3,341
-24% -$963K 0.05% 194
2021
Q2 		$3.93M Sell
14,051
-3,766
-21% -$842K 0.08% 167
2021
Q1 		$3.61M Sell
17,817
-1,398
-7% -$324K 0.08% 158
2020
Q4 		$4.27M Buy
19,215
+441
+2% +$99.1K 0.11% 141
2020
Q3 		$4.04M Sell
18,774
-3,433
-15% -$713K 0.12% 127
2020
Q2 		$3.82M Sell
22,207
-1,216
-5% -$153K 0.12% 130
2020
Q1 		$2.16M Hold
23,423
– – 0.09% 146
2019
Q4 		$1.74M Hold
23,423
– – 0.06% 201
2019
Q3 		$1.45M Buy
+23,423
New +$1.23M 0.06% 197

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

MAI Capital Management's DOCU Position: Q2 2026 in Review

MAI Capital Management increased its DocuSign (DOCU) stake by 96% in Q2 2026, buying an estimated $336K and bringing the position to 14,653 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

MAI Capital Management first reported a position in DOCU in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.27M in Q4 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • MAI Capital Management held 14,653 shares of DocuSign worth $651K as of Q2 2026.
  • MAI Capital Management bought 7,163 DocuSign shares in Q2 2026, an estimated $336K.
  • DocuSign made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1174 holding.
  • MAI Capital Management first reported a position in DocuSign in Q3 2019 and has held it in 28 quarters since.
  • MAI Capital Management's DocuSign position peaked at $4.27M in Q4 2020.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.