OSAM
DOCU

O'Shaughnessy Asset Management’s DocuSign DOCU Stock Holding History

O'Shaughnessy 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 		$662K Buy
14,907
+3,472
+30% +$163K ﹤0.01% 1469
2026
Q1 		$542K Sell
11,435
-6,568
-36% -$336K ﹤0.01% 1501
2025
Q4 		$1.23M Sell
18,003
-10,028
-36% -$693K 0.01% 1055
2025
Q3 		$2.02M Sell
28,031
-368
-1% -$28.4K 0.01% 824
2025
Q2 		$2.21M Sell
28,399
-1,189
-4% -$96.2K 0.02% 730
2025
Q1 		$2.41M Buy
29,588
+7,876
+36% +$690K 0.02% 633
2024
Q4 		$1.95M Buy
21,712
+11,455
+112% +$915K 0.02% 663
2024
Q3 		$706K Buy
10,257
+1,853
+22% +$104K 0.01% 1063
2024
Q2 		$450K Buy
8,404
+1,239
+17% +$69.9K ﹤0.01% 1176
2024
Q1 		$427K Buy
7,165
+593
+9% +$33.5K ﹤0.01% 1168
2023
Q4 		$391K Sell
6,572
-1,534
-19% -$70.4K 0.01% 1112
2023
Q3 		$340K Buy
8,106
+973
+14% +$47.7K 0.01% 1064
2023
Q2 		$364K Buy
+7,133
New +$378K 0.01% 987
2022
Q2 		– Sell
-3,620
Closed -$388K – 1277
2022
Q1 		$388K Buy
3,620
+98
+3% +$11.2K 0.01% 804
2021
Q4 		$536K Sell
3,522
-438
-11% -$99.9K 0.01% 680
2021
Q3 		$1.02M Buy
3,960
+300
+8% +$86.4K 0.02% 466
2021
Q2 		$1.02M Sell
3,660
-323
-8% -$72.2K 0.02% 464
2021
Q1 		$806K Buy
3,983
+83
+2% +$19.2K 0.02% 463
2020
Q4 		$867K Buy
3,900
+2,127
+120% +$478K 0.02% 385
2020
Q3 		$382K Sell
1,773
-134
-7% -$27.8K 0.01% 512
2020
Q2 		$329K Buy
1,907
+724
+61% +$91.2K 0.01% 503
2020
Q1 		$110K Buy
1,183
+1,164
+6,126% +$93.6K ﹤0.01% 606
2019
Q4 		$1K Buy
+19
New +$1.3K ﹤0.01% 1730

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

O'Shaughnessy Asset Management's DOCU Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its DocuSign (DOCU) stake by 30% in Q2 2026, buying an estimated $163K and bringing the position to 14,907 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

O'Shaughnessy Asset Management first reported a position in DOCU in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.41M in Q1 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • O'Shaughnessy Asset Management held 14,907 shares of DocuSign worth $662K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 3,472 DocuSign shares in Q2 2026, an estimated $163K.
  • DocuSign made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1469 holding.
  • O'Shaughnessy Asset Management first reported a position in DocuSign in Q4 2019 and has held it in 23 quarters since.
  • O'Shaughnessy Asset Management's DocuSign position peaked at $2.41M in Q1 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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