Parcion Private Wealth’s DocuSign DOCU Stock Holding History

Parcion Private Wealth’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	$251K	Buy	+5,655	New	+$265K	0.01%	429
2022 Q4	–	Sell	-46,141	Closed	-$2.47M	–	200
2022 Q3	$2.47M	Buy	46,141 +2,305	+5%	+$145K	0.28%	77
2022 Q2	$2.83M	Buy	+43,836	New	+$3.55M	0.28%	81
2022 Q1	–	Sell	-48,914	Closed	-$6.38M	–	192
2021 Q4	$6.38M	Buy	48,914 +18,352	+60%	+$4.18M	0.58%	45
2021 Q3	$7.96M	Buy	30,562 +3,713	+14%	+$1.07M	0.71%	34
2021 Q2	$7.51M	Buy	26,849 +2,270	+9%	+$508K	0.75%	29
2021 Q1	$4.98M	Buy	+24,579	New	+$5.7M	0.56%	50

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 $3.37T AUM 44.26% 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

Parcion Private Wealth's DOCU Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in DocuSign (DOCU) in Q2 2026: 5,655 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in DOCU as recently as Q3 2022.

Parcion Private Wealth first reported a position in DOCU in Q1 2021 and has held it in 7 quarters since. The position peaked at $7.96M in Q3 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Parcion Private Wealth held 5,655 shares of DocuSign worth $251K as of Q2 2026.
DocuSign was a new Parcion Private Wealth position in Q2 2026.
DocuSign made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #429 holding.
Parcion Private Wealth first reported a position in DocuSign in Q1 2021 and has held it in 7 quarters since.
Parcion Private Wealth's DocuSign position peaked at $7.96M in Q3 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.