Plato Investment Management’s DocuSign DOCU Stock Holding History

Plato Investment Management’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	$536K	Sell	12,138 -396	-3%	-$18.6K	0.03%	352
2026 Q1	$595K	Hold	12,534	–	–	0.04%	338
2025 Q4	$862K	Sell	12,534 -298	-2%	-$20.6K	0.06%	287
2025 Q3	$918K	Buy	12,832 +4,245	+49%	+$327K	0.06%	275
2025 Q2	$666K	Buy	8,587 +6	+0.1%	+$485	0.05%	312
2025 Q1	$706K	Buy	8,581 +311	+4%	+$27.2K	0.06%	288
2024 Q4	$747K	Sell	8,270 -15,518	-65%	-$1.24M	0.05%	297
2024 Q3	$1.48M	Hold	23,788	–	–	0.12%	191
2024 Q2	$1.27M	Buy	23,788 +1,930	+9%	+$109K	0.12%	178
2024 Q1	$1.3M	Buy	21,858 +20,057	+1,114%	+$1.13M	0.13%	174
2023 Q4	$107K	Buy	+1,801	New	+$82.6K	0.13%	152

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 $3.38T AUM 44.17% 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

Plato Investment Management's DOCU Position: Q2 2026 in Review

Plato Investment Management reduced its DocuSign (DOCU) stake by 3.2% in Q2 2026, selling an estimated $18.6K and leaving 12,138 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #352.

Plato Investment Management first reported a position in DOCU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Plato Investment Management held 12,138 shares of DocuSign worth $536K as of Q2 2026.
Plato Investment Management sold 396 DocuSign shares in Q2 2026, an estimated $18.6K.
DocuSign made up 0.03% of Plato Investment Management's portfolio in Q2 2026, its #352 holding.
Plato Investment Management first reported a position in DocuSign in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's DocuSign position peaked at $1.48M in Q3 2024.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.