MFG
DOCU

Merit Financial Group’s DocuSign DOCU Stock Holding History

Merit Financial 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
Q2 		$1.55M Buy
34,816
+5,218
+18% +$245K 0.01% 863
2026
Q1 		$1.4M Buy
29,598
+12,658
+75% +$648K 0.01% 838
2025
Q4 		$1.16M Buy
16,940
+1,392
+9% +$96.3K 0.01% 877
2025
Q3 		$1.12M Sell
15,548
-2,716
-15% -$209K 0.01% 808
2025
Q2 		$1.42M Sell
18,264
-68
-0.4% -$5.5K 0.02% 639
2025
Q1 		$1.49M Sell
18,332
-184
-1% -$16.1K 0.02% 514
2024
Q4 		$1.67M Buy
18,516
+3,352
+22% +$268K 0.03% 391
2024
Q3 		$942K Buy
15,164
+2,664
+21% +$149K 0.02% 441
2024
Q2 		$669K Sell
12,500
-84
-0.7% -$4.74K 0.01% 511
2024
Q1 		$753K Buy
12,584
+1,180
+10% +$66.6K 0.02% 473
2023
Q4 		$678K Buy
11,404
+943
+9% +$43.3K 0.02% 407
2023
Q3 		$439K Sell
10,461
-540
-5% -$26.5K 0.01% 486
2023
Q2 		$562K Sell
11,001
-215
-2% -$11.4K 0.02% 440
2023
Q1 		$654K Buy
11,216
+297
+3% +$17.7K 0.02% 353
2022
Q4 		$605K Buy
+10,919
New +$532K 0.02% 384

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

Merit Financial Group's DOCU Position: Q2 2026 in Review

Merit Financial Group increased its DocuSign (DOCU) stake by 18% in Q2 2026, buying an estimated $245K and bringing the position to 34,816 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #863.

Merit Financial Group first reported a position in DOCU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Merit Financial Group held 34,816 shares of DocuSign worth $1.55M as of Q2 2026.
  • Merit Financial Group bought 5,218 DocuSign shares in Q2 2026, an estimated $245K.
  • DocuSign made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #863 holding.
  • Merit Financial Group first reported a position in DocuSign in Q4 2022 and has held it in 15 quarters since.
  • Merit Financial Group's DocuSign position peaked at $1.67M in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.