MA
DOCU

Montag & Associates’s DocuSign DOCU Stock Holding History

Montag & Associates’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 		$212K Buy
4,775
+200
+4% +$9.38K 0.01% 414
2026
Q1 		$217K Buy
4,575
+3,020
+194% +$155K 0.01% 408
2025
Q4 		$106K Buy
+1,555
New +$108K ﹤0.01% 499
2025
Q3 		– Sell
-19,500
Closed -$1.52M – 1128
2025
Q2 		$1.52M Buy
19,500
+19,316
+10,498% +$1.56M 0.07% 192
2025
Q1 		$15K Sell
184
-16
-8% -$1.4K ﹤0.01% 745
2024
Q4 		$18K Hold
200
– – ﹤0.01% 720
2024
Q3 		$12.4K Hold
200
– – ﹤0.01% 785
2024
Q2 		$10.7K Hold
200
– – ﹤0.01% 768
2024
Q1 		$11.9K Hold
200
– – ﹤0.01% 748
2023
Q4 		$11.9K Hold
200
– – ﹤0.01% 757
2023
Q3 		$8.4K Hold
200
– – ﹤0.01% 761
2023
Q2 		$10.2K Sell
200
-650
-76% -$34.4K ﹤0.01% 751
2023
Q1 		$49.6K Sell
850
-7
-0.8% -$418 ﹤0.01% 555
2022
Q4 		$47.5K Sell
857
-225
-21% -$11K ﹤0.01% 550
2022
Q3 		$58K Sell
1,082
-25
-2% -$1.57K ﹤0.01% 511
2022
Q2 		$64K Sell
1,107
-36
-3% -$2.91K ﹤0.01% 491
2022
Q1 		$122K Sell
1,143
-319
-22% -$36.6K 0.01% 440
2021
Q4 		$223K Buy
1,462
+36
+3% +$8.21K 0.01% 377
2021
Q3 		$367K Buy
1,426
+35
+3% +$10.1K 0.02% 316
2021
Q2 		$389K Buy
1,391
+110
+9% +$24.6K 0.02% 312
2021
Q1 		$259K Sell
1,281
-102
-7% -$23.7K 0.01% 352
2020
Q4 		$307K Buy
+1,383
New +$311K 0.02% 317

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 $3.38T AUM 44.17% 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

Montag & Associates's DOCU Position: Q2 2026 in Review

Montag & Associates increased its DocuSign (DOCU) stake by 4.4% in Q2 2026, buying an estimated $9.38K and bringing the position to 4,775 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #414.

Montag & Associates first reported a position in DOCU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.52M in Q2 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Montag & Associates held 4,775 shares of DocuSign worth $212K as of Q2 2026.
  • Montag & Associates bought 200 DocuSign shares in Q2 2026, an estimated $9.38K.
  • DocuSign made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #414 holding.
  • Montag & Associates first reported a position in DocuSign in Q4 2020 and has held it in 22 quarters since.
  • Montag & Associates's DocuSign position peaked at $1.52M in Q2 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.