Pathstone Holdings
DOCU

Pathstone Holdings’s DocuSign DOCU Stock Holding History

Pathstone Holdings’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 		$3.92M Buy
88,131
+4,717
+6% +$221K 0.01% 762
2026
Q1 		$3.95M Buy
83,414
+8,400
+11% +$430K 0.02% 675
2025
Q4 		$5.13M Sell
75,014
-65,956
-47% -$4.56M 0.02% 553
2025
Q3 		$10.2M Sell
140,970
-2,070
-1% -$160K 0.04% 333
2025
Q2 		$11.1M Sell
143,040
-35
-0% -$2.83K 0.04% 294
2025
Q1 		$11.6M Buy
143,075
+2,018
+1% +$177K 0.05% 292
2024
Q4 		$12.7M Buy
141,057
+3,714
+3% +$297K 0.06% 241
2024
Q3 		$8.53M Buy
137,343
+5,519
+4% +$309K 0.04% 382
2024
Q2 		$7.05M Buy
131,824
+331
+0.3% +$18.7K 0.03% 414
2024
Q1 		$7.83M Buy
131,493
+1,012
+0.8% +$57.1K 0.04% 380
2023
Q4 		$7.76M Buy
+130,481
New +$5.98M 0.04% 314

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

Pathstone Holdings's DOCU Position: Q2 2026 in Review

Pathstone Holdings increased its DocuSign (DOCU) stake by 5.7% in Q2 2026, buying an estimated $221K and bringing the position to 88,131 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #762.

Pathstone Holdings first reported a position in DOCU in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q4 2024. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Pathstone Holdings held 88,131 shares of DocuSign worth $3.92M as of Q2 2026.
  • Pathstone Holdings bought 4,717 DocuSign shares in Q2 2026, an estimated $221K.
  • DocuSign made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #762 holding.
  • Pathstone Holdings first reported a position in DocuSign in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's DocuSign position peaked at $12.7M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.