PA
DOCU

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
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

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

Pinnacle Associates's DOCU Position: Q2 2026 in Review

Pinnacle Associates reduced its DocuSign (DOCU) stake by 12% in Q2 2026, selling an estimated $31.4K and leaving 4,782 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Pinnacle Associates first reported a position in DOCU in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.54M in Q1 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Pinnacle Associates held 4,782 shares of DocuSign worth $212K as of Q2 2026.
  • Pinnacle Associates sold 670 DocuSign shares in Q2 2026, an estimated $31.4K.
  • DocuSign made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #913 holding.
  • Pinnacle Associates first reported a position in DocuSign in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Associates's DocuSign position peaked at $4.54M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.