OL
DOCU

Optas LLC’s DocuSign DOCU Stock Holding History

Optas LLC’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 		$229K Sell
5,148
-3,094
-38% -$145K 0.03% 402
2026
Q1 		$391K Buy
8,242
+3,288
+66% +$168K 0.06% 223
2025
Q4 		$339K Sell
4,954
-646
-12% -$44.7K 0.05% 260
2025
Q3 		$404K Buy
5,600
+306
+6% +$23.6K 0.07% 190
2025
Q2 		$412K Buy
5,294
+2,206
+71% +$178K 0.08% 164
2025
Q1 		$251K Buy
3,088
+219
+8% +$19.2K 0.04% 235
2024
Q4 		$258K Buy
+2,869
New +$229K 0.06% 206

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

Optas LLC's DOCU Position: Q2 2026 in Review

Optas LLC reduced its DocuSign (DOCU) stake by 38% in Q2 2026, selling an estimated $145K and leaving 5,148 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #402.

Optas LLC first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q2 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Optas LLC held 5,148 shares of DocuSign worth $229K as of Q2 2026.
  • Optas LLC sold 3,094 DocuSign shares in Q2 2026, an estimated $145K.
  • DocuSign made up 0.03% of Optas LLC's portfolio in Q2 2026, its #402 holding.
  • Optas LLC first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • Optas LLC's DocuSign position peaked at $412K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.