NFSG
DOCU

Newbridge Financial Services Group’s DocuSign DOCU Stock Holding History

Newbridge Financial Services 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 		$5.82K Buy
+131
New +$6.14K ﹤0.01% 943
2025
Q1 		– Sell
-100
Closed -$8.99K – 1070
2024
Q4 		$8.99K Buy
+100
New +$7.99K ﹤0.01% 757
2024
Q3 		– Sell
-600
Closed -$32.1K – 756
2024
Q2 		$32.1K Sell
600
-200
-25% -$11.3K 0.01% 480
2024
Q1 		$47.6K Sell
800
-110
-12% -$6.21K 0.02% 403
2023
Q4 		$54.1K Sell
910
-5,264
-85% -$241K 0.03% 373
2023
Q3 		$259K Sell
6,174
-3
-0% -$147 0.13% 160
2023
Q2 		$316K Buy
6,177
+619
+11% +$32.8K 0.15% 134
2023
Q1 		$324K Sell
5,558
-653
-11% -$39K 0.17% 129
2022
Q4 		$344K Buy
6,211
+1,171
+23% +$57K 0.2% 111
2022
Q3 		$269K Buy
5,040
+347
+7% +$21.8K 0.16% 143
2022
Q2 		$269K Sell
4,693
-131
-3% -$10.6K 0.17% 126
2022
Q1 		$517K Buy
4,824
+1,617
+50% +$186K 0.25% 83
2021
Q4 		$488K Buy
3,207
+1,313
+69% +$299K 0.23% 90
2021
Q3 		$488K Buy
1,894
+63
+3% +$18.2K 0.31% 76
2021
Q2 		$512K Buy
1,831
+116
+7% +$25.9K 0.31% 70
2021
Q1 		$347K Sell
1,715
-227
-12% -$52.6K 0.26% 94
2020
Q4 		$432K Buy
1,942
+1,599
+466% +$359K 0.36% 64
2020
Q3 		$74K Buy
+343
New +$71.2K 0.07% 237

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

Newbridge Financial Services Group's DOCU Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in DocuSign (DOCU) in Q2 2026: 131 shares worth $5.82K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in DOCU as recently as Q4 2024.

Newbridge Financial Services Group first reported a position in DOCU in Q3 2020 and has held it in 18 quarters since. The position peaked at $517K in Q1 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Newbridge Financial Services Group held 131 shares of DocuSign worth $5.82K as of Q2 2026.
  • DocuSign was a new Newbridge Financial Services Group position in Q2 2026.
  • DocuSign made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #943 holding.
  • Newbridge Financial Services Group first reported a position in DocuSign in Q3 2020 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's DocuSign position peaked at $517K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.