Pinnacle Associates
DOCU icon

Pinnacle Associates’s DocuSign DOCU Stock Holding History

Pinnacle Associates’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
Q3 		$327K Buy
4,864
+82
+2% +$4.88K ﹤0.01% 782
2026
Q2 		$212K Sell
4,782
-670
-12% -$31.4K ﹤0.01% 913
2026
Q1 		$258K Buy
5,452
+662
+14% +$33.9K ﹤0.01% 842
2025
Q4 		$328K Buy
4,790
+1,097
+30% +$75.9K ﹤0.01% 757
2025
Q3 		$266K Sell
3,693
-220
-6% -$17K ﹤0.01% 785
2025
Q2 		$305K Buy
3,913
+665
+20% +$53.8K ﹤0.01% 732
2025
Q1 		$264K Sell
3,248
-10
-0.3% -$876 ﹤0.01% 744
2024
Q4 		$293K Sell
3,258
-4,309
-57% -$344K ﹤0.01% 724
2024
Q3 		$450K Buy
7,567
+2,558
+51% +$143K 0.01% 588
2024
Q2 		$268K Sell
5,009
-1,630
-25% -$91.9K ﹤0.01% 714
2024
Q1 		$395K Sell
6,639
-928
-12% -$52.4K 0.01% 637
2023
Q4 		$450K Sell
7,567
-519
-6% -$23.8K 0.01% 596
2023
Q3 		$340K Sell
8,086
-181
-2% -$8.87K 0.01% 640
2023
Q2 		$422K Buy
8,267
+1,765
+27% +$93.5K 0.01% 600
2023
Q1 		$379K Buy
6,502
+1,578
+32% +$94.1K 0.01% 576
2022
Q4 		$273K Sell
4,924
-12,010
-71% -$585K 0.01% 634
2022
Q3 		$905K Sell
16,934
-3,220
-16% -$202K 0.02% 412
2022
Q2 		$1.16M Sell
20,154
-22,225
-52% -$1.8M 0.03% 374
2022
Q1 		$4.54M Buy
42,379
+39,923
+1,626% +$4.58M 0.08% 234
2021
Q4 		$374K Buy
+2,456
New +$560K 0.01% 620

Other funds holding DOCU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Pinnacle Associates's DOCU Position: Q3 2026 in Review

Pinnacle Associates increased its DocuSign (DOCU) stake by 1.7% in Q3 2026, buying an estimated $4.88K and bringing the position to 4,864 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Pinnacle Associates first reported a position in DOCU in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.54M in Q1 2022. 343 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Pinnacle Associates held 4,864 shares of DocuSign worth $327K as of Q3 2026.
  • Pinnacle Associates bought 82 DocuSign shares in Q3 2026, an estimated $4.88K.
  • DocuSign made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #782 holding.
  • Pinnacle Associates first reported a position in DocuSign in Q4 2021 and has held it in 20 quarters since.
  • Pinnacle Associates's DocuSign position peaked at $4.54M in Q1 2022.
  • 343 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.