PI
DOCU

PFG Investments’s DocuSign DOCU Stock Holding History

PFG Investments’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 		$203K Buy
4,562
+297
+7% +$13.9K 0.01% 1170
2026
Q1 		$202K Sell
4,265
-394
-8% -$20.2K 0.01% 1066
2025
Q4 		$319K Buy
4,659
+402
+9% +$27.8K 0.02% 779
2025
Q3 		$307K Buy
4,257
+1,098
+35% +$84.6K 0.02% 779
2025
Q2 		$246K Sell
3,159
-107
-3% -$8.66K 0.01% 816
2025
Q1 		$266K Buy
3,266
+47
+1% +$4.12K 0.02% 766
2024
Q4 		$290K Sell
3,219
-3,752
-54% -$300K 0.02% 727
2024
Q3 		$433K Sell
6,971
-740
-10% -$41.5K 0.03% 556
2024
Q2 		$413K Sell
7,711
-6,908
-47% -$390K 0.03% 529
2024
Q1 		$871K Buy
+14,619
New +$825K 0.05% 364

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 $3.38T AUM 44.17% 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

PFG Investments's DOCU Position: Q2 2026 in Review

PFG Investments increased its DocuSign (DOCU) stake by 7% in Q2 2026, buying an estimated $13.9K and bringing the position to 4,562 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #1170.

PFG Investments first reported a position in DOCU in Q1 2024 and has held it in 10 quarters since. The position peaked at $871K in Q1 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • PFG Investments held 4,562 shares of DocuSign worth $203K as of Q2 2026.
  • PFG Investments bought 297 DocuSign shares in Q2 2026, an estimated $13.9K.
  • DocuSign made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1170 holding.
  • PFG Investments first reported a position in DocuSign in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's DocuSign position peaked at $871K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.