OFA
DOCU

Oak Family Advisors’s DocuSign DOCU Stock Holding History

Oak Family 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 		$2.68M Sell
60,240
-39,944
-40% -$1.87M 0.68% 40
2026
Q1 		$4.75M Sell
100,184
-2,206
-2% -$113K 1.34% 31
2025
Q4 		$7M Buy
102,390
+3,320
+3% +$230K 1.92% 16
2025
Q3 		$7.14M Buy
99,070
+3,936
+4% +$303K 1.79% 14
2025
Q2 		$7.41M Buy
95,134
+24,295
+34% +$1.97M 2.34% 14
2025
Q1 		$5.77M Sell
70,839
-12,635
-15% -$1.11M 1.94% 16
2024
Q4 		$7.51M Sell
83,474
-27,647
-25% -$2.21M 2.72% 10
2024
Q3 		$6.9M Buy
111,121
+15,626
+16% +$876K 2.12% 11
2024
Q2 		$5.11M Buy
95,495
+32,472
+52% +$1.83M 1.75% 20
2024
Q1 		$3.75M Buy
63,023
+13,307
+27% +$751K 1.44% 27
2023
Q4 		$2.96M Buy
+49,716
New +$2.28M 1.24% 31

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

Oak Family Advisors's DOCU Position: Q2 2026 in Review

Oak Family Advisors reduced its DocuSign (DOCU) stake by 40% in Q2 2026, selling an estimated $1.87M and leaving 60,240 shares worth $2.68M. The position accounts for 0.68% of the portfolio, ranked #40.

Oak Family Advisors first reported a position in DOCU in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.51M in Q4 2024. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Oak Family Advisors held 60,240 shares of DocuSign worth $2.68M as of Q2 2026.
  • Oak Family Advisors sold 39,944 DocuSign shares in Q2 2026, an estimated $1.87M.
  • DocuSign made up 0.68% of Oak Family Advisors's portfolio in Q2 2026, its #40 holding.
  • Oak Family Advisors first reported a position in DocuSign in Q4 2023 and has held it in 11 quarters since.
  • Oak Family Advisors's DocuSign position peaked at $7.51M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.