Mather Group’s DocuSign DOCU Stock Holding History

Mather Group’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 Q3	$3.42K	Buy	51 +31	+155%	+$1.84K	﹤0.01%	1912
2026 Q2	$885	Hold	20	–	–	﹤0.01%	1810
2026 Q1	$945	Buy	+20	New	+$1.02K	﹤0.01%	1777
2025 Q4	–	Sell	-941	Closed	-$67.8K	–	906
2025 Q3	$67.8K	Buy	+941	New	+$72.5K	﹤0.01%	837
2025 Q2	–	Sell	-186	Closed	-$15.1K	–	903
2025 Q1	$15.1K	Hold	186	–	–	﹤0.01%	1157
2024 Q4	$16.7K	Buy	186 +173	+1,331%	+$13.8K	﹤0.01%	1121
2024 Q3	$807	Sell	13 -564	-98%	-$31.6K	﹤0.01%	1577
2024 Q2	$34.4K	Buy	577 +564	+4,338%	+$31.8K	﹤0.01%	1104
2024 Q1	$773	Buy	+13	New	+$734	﹤0.01%	1652

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mather Group's DOCU Position: Q3 2026 in Review

Mather Group increased its DocuSign (DOCU) stake by 155% in Q3 2026, buying an estimated $1.84K and bringing the position to 51 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Mather Group first reported a position in DOCU in Q1 2024 and has held it in 9 quarters since. The position peaked at $67.8K in Q3 2025. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Mather Group held 51 shares of DocuSign worth $3.42K as of Q3 2026.
Mather Group bought 31 DocuSign shares in Q3 2026, an estimated $1.84K.
DocuSign made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1912 holding.
Mather Group first reported a position in DocuSign in Q1 2024 and has held it in 9 quarters since.
Mather Group's DocuSign position peaked at $67.8K in Q3 2025.
140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.