Performa Ltd (US)’s DocuSign DOCU Stock Holding History

Performa Ltd (US)’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	$22.2K	Buy	500 +75	+18%	+$3.52K	﹤0.01%	30
2026 Q1	$20.1K	Buy	+425	New	+$21.7K	﹤0.01%	25
2025 Q1	–	Sell	-25	Closed	-$2.25K	–	56
2024 Q4	$2.25K	Sell	25 -335	-93%	-$26.8K	﹤0.01%	47
2024 Q3	$22.4K	Hold	360	–	–	0.01%	27
2024 Q2	$19.3K	Hold	360	–	–	0.01%	30
2024 Q1	$21.4K	Sell	360 -40	-10%	-$2.26K	0.01%	27
2023 Q4	$23.8K	Sell	400 -425	-52%	-$19.5K	0.01%	26
2023 Q3	$34.6K	Buy	825 +275	+50%	+$13.5K	0.02%	23
2023 Q2	$28.1K	Sell	550 -75	-12%	-$3.97K	0.01%	23
2023 Q1	$36.4K	Sell	625 -725	-54%	-$43.2K	0.02%	23
2022 Q4	$74.8K	Buy	1,350 +650	+93%	+$31.6K	0.04%	18
2022 Q3	$37K	Buy	700 +325	+87%	+$20.4K	0.02%	22
2022 Q2	$22K	Buy	375 +245	+188%	+$19.8K	0.02%	21
2022 Q1	$14K	Buy	130 +114	+713%	+$13.1K	0.01%	23
2021 Q4	$2K	Buy	+16	New	+$3.65K	﹤0.01%	51

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

Performa Ltd (US)'s DOCU Position: Q2 2026 in Review

Performa Ltd (US) increased its DocuSign (DOCU) stake by 18% in Q2 2026, buying an estimated $3.52K and bringing the position to 500 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #30.

Performa Ltd (US) first reported a position in DOCU in Q4 2021 and has held it in 15 quarters since. The position peaked at $74.8K in Q4 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Performa Ltd (US) held 500 shares of DocuSign worth $22.2K as of Q2 2026.
Performa Ltd (US) bought 75 DocuSign shares in Q2 2026, an estimated $3.52K.
DocuSign made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q2 2026, its #30 holding.
Performa Ltd (US) first reported a position in DocuSign in Q4 2021 and has held it in 15 quarters since.
Performa Ltd (US)'s DocuSign position peaked at $74.8K in Q4 2022.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.