Pallas Capital Advisors’s DocuSign DOCU Stock Holding History

Pallas Capital 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	$465K	Sell	10,466 -853	-8%	-$40K	0.01%	595
2026 Q1	$537K	Buy	11,319 +4,597	+68%	+$235K	0.02%	489
2025 Q4	$460K	Buy	6,722 +2,049	+44%	+$142K	0.02%	557
2025 Q3	$337K	Sell	4,673 -1,024	-18%	-$78.9K	0.01%	639
2025 Q2	$444K	Sell	5,697 -260	-4%	-$21K	0.02%	543
2025 Q1	$485K	Sell	5,957 -20	-0.3%	-$1.75K	0.02%	473
2024 Q4	$538K	Hold	5,977	–	–	0.02%	352
2024 Q3	$422K	Buy	+5,977	New	+$335K	0.02%	395
2024 Q2	–	Sell	-9,462	Closed	-$563K	–	513
2024 Q1	$563K	Buy	+9,462	New	+$534K	0.02%	267
2021 Q3	–	Sell	-921	Closed	-$278K	–	406
2021 Q2	$278K	Buy	+921	New	+$206K	0.04%	255

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Pallas Capital Advisors's DOCU Position: Q2 2026 in Review

Pallas Capital Advisors reduced its DocuSign (DOCU) stake by 7.5% in Q2 2026, selling an estimated $40K and leaving 10,466 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #595.

Pallas Capital Advisors first reported a position in DOCU in Q2 2021 and has held it in 10 quarters since. The position peaked at $563K in Q1 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Pallas Capital Advisors held 10,466 shares of DocuSign worth $465K as of Q2 2026.
Pallas Capital Advisors sold 853 DocuSign shares in Q2 2026, an estimated $40K.
DocuSign made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #595 holding.
Pallas Capital Advisors first reported a position in DocuSign in Q2 2021 and has held it in 10 quarters since.
Pallas Capital Advisors's DocuSign position peaked at $563K in Q1 2024.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.