OAM
DOCU

Oppenheimer Asset Management’s DocuSign DOCU Stock Holding History

Oppenheimer Asset Management’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 		$302K Sell
6,789
-100
-1% -$4.69K ﹤0.01% 996
2026
Q1 		$327K Sell
6,889
-1,207
-15% -$61.8K ﹤0.01% 964
2025
Q4 		$554K Sell
8,096
-379
-4% -$26.2K 0.01% 800
2025
Q3 		$611K Sell
8,475
-107
-1% -$8.25K 0.01% 863
2025
Q2 		$668K Sell
8,582
-468
-5% -$37.9K 0.01% 826
2025
Q1 		$737K Buy
9,050
+74
+0.8% +$6.48K 0.01% 785
2024
Q4 		$807K Buy
8,976
+3,534
+65% +$282K 0.01% 776
2024
Q3 		$338K Buy
5,442
+481
+10% +$27K ﹤0.01% 966
2024
Q2 		$265K Buy
4,961
+741
+18% +$41.8K ﹤0.01% 1007
2024
Q1 		$251K Buy
+4,220
New +$238K ﹤0.01% 998
2023
Q4 		– Sell
-4,991
Closed -$210K – 1151
2023
Q3 		$210K Sell
4,991
-94,338
-95% -$4.62M ﹤0.01% 1046
2023
Q2 		$5.07M Sell
99,329
-2,824
-3% -$150K 0.07% 285
2023
Q1 		$5.96M Buy
102,153
+6,607
+7% +$394K 0.09% 244
2022
Q4 		$5.3M Sell
95,546
-3,433
-3% -$167K 0.09% 248
2022
Q3 		$5.29M Sell
98,979
-6,546
-6% -$410K 0.09% 242
2022
Q2 		$6.05M Sell
105,525
-695
-0.7% -$56.3K 0.1% 226
2022
Q1 		$11.4M Buy
106,220
+79,711
+301% +$9.15M 0.16% 153
2021
Q4 		$4.04M Buy
26,509
+20,770
+362% +$4.74M 0.05% 349
2021
Q3 		$1.48M Buy
5,739
+1,717
+43% +$495K 0.02% 629
2021
Q2 		$1.13M Buy
4,022
+2,691
+202% +$602K 0.02% 709
2021
Q1 		$269K Buy
+1,331
New +$309K ﹤0.01% 1049
2020
Q3 		– Sell
-4,556
Closed -$784K – 1099
2020
Q2 		$784K Sell
4,556
-1,339
-23% -$169K 0.02% 665
2020
Q1 		$545K Buy
5,895
+1,077
+22% +$86.6K 0.01% 709
2019
Q4 		$357K Buy
4,818
+301
+7% +$20.7K 0.01% 918
2019
Q3 		$280K Buy
4,517
+505
+13% +$26.4K 0.01% 966
2019
Q2 		$199K Sell
4,012
-372
-8% -$19.9K ﹤0.01% 1049
2019
Q1 		$227K Buy
4,384
+498
+13% +$25.4K 0.01% 1004
2018
Q4 		$156K Buy
+3,886
New +$163K ﹤0.01% 1076

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

Oppenheimer Asset Management's DOCU Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its DocuSign (DOCU) stake by 1.5% in Q2 2026, selling an estimated $4.69K and leaving 6,789 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Oppenheimer Asset Management first reported a position in DOCU in Q4 2018 and has held it in 28 quarters since. The position peaked at $11.4M in Q1 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Oppenheimer Asset Management held 6,789 shares of DocuSign worth $302K as of Q2 2026.
  • Oppenheimer Asset Management sold 100 DocuSign shares in Q2 2026, an estimated $4.69K.
  • DocuSign made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #996 holding.
  • Oppenheimer Asset Management first reported a position in DocuSign in Q4 2018 and has held it in 28 quarters since.
  • Oppenheimer Asset Management's DocuSign position peaked at $11.4M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.