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DOCU

NewEdge Advisors’s DocuSign DOCU Stock Holding History

NewEdge Advisors’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 		$636K Buy
14,311
+3,287
+30% +$154K ﹤0.01% 1984
2026
Q1 		$523K Buy
11,024
+328
+3% +$16.8K ﹤0.01% 1958
2025
Q4 		$732K Buy
10,696
+662
+7% +$45.8K ﹤0.01% 1685
2025
Q3 		$723K Buy
10,034
+915
+10% +$70.5K ﹤0.01% 1596
2025
Q2 		$710K Sell
9,119
-83
-0.9% -$6.71K ﹤0.01% 1484
2025
Q1 		$749K Buy
9,202
+2,457
+36% +$215K ﹤0.01% 1348
2024
Q4 		$607K Buy
6,745
+469
+7% +$37.5K ﹤0.01% 1426
2024
Q3 		$390K Sell
6,276
-2,695
-30% -$151K ﹤0.01% 1629
2024
Q2 		$480K Sell
8,971
-1,688
-16% -$95.2K ﹤0.01% 1446
2024
Q1 		$635K Buy
10,659
+5,295
+99% +$299K 0.01% 1209
2023
Q4 		$319K Sell
5,364
-1,842
-26% -$84.5K ﹤0.01% 1520
2023
Q3 		$303K Buy
7,206
+1,543
+27% +$75.6K ﹤0.01% 1425
2023
Q2 		$289K Buy
5,663
+954
+20% +$50.5K ﹤0.01% 1463
2023
Q1 		$275K Sell
4,709
-1,447
-24% -$86.3K ﹤0.01% 1407
2022
Q4 		$54.2K Buy
6,156
+745
+14% +$36.3K ﹤0.01% 1679
2022
Q3 		$289K Buy
5,411
+941
+21% +$59K ﹤0.01% 1223
2022
Q2 		$256K Buy
+4,470
New +$362K ﹤0.01% 1279
2022
Q1 		– Sell
-10,816
Closed -$1.65M – 1272
2021
Q4 		$1.65M Buy
10,816
+2,021
+23% +$461K 0.02% 519
2021
Q3 		$2.26M Sell
8,795
-502
-5% -$145K 0.06% 293
2021
Q2 		$2.6M Buy
9,297
+2,021
+28% +$452K 0.07% 262
2021
Q1 		$1.47M Sell
7,276
-1,847
-20% -$428K 0.04% 353
2020
Q4 		$2.03M Buy
9,123
+1,247
+16% +$280K 0.07% 254
2020
Q3 		$1.7M Sell
7,876
-1,255
-14% -$260K 0.06% 270
2020
Q2 		$1.57M Buy
9,131
+3,832
+72% +$483K 0.06% 257
2020
Q1 		$490K Buy
5,299
+1,973
+59% +$159K 0.02% 457
2019
Q4 		$246K Sell
3,326
-643
-16% -$44.2K 0.01% 717
2019
Q3 		$251K Buy
+3,969
New +$208K 0.01% 686

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

NewEdge Advisors's DOCU Position: Q2 2026 in Review

NewEdge Advisors increased its DocuSign (DOCU) stake by 30% in Q2 2026, buying an estimated $154K and bringing the position to 14,311 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

NewEdge Advisors first reported a position in DOCU in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.6M in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • NewEdge Advisors held 14,311 shares of DocuSign worth $636K as of Q2 2026.
  • NewEdge Advisors bought 3,287 DocuSign shares in Q2 2026, an estimated $154K.
  • DocuSign made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1984 holding.
  • NewEdge Advisors first reported a position in DocuSign in Q3 2019 and has held it in 27 quarters since.
  • NewEdge Advisors's DocuSign position peaked at $2.6M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.