Principal Financial Group
DOCU

Principal Financial Group’s DocuSign DOCU Stock Holding History

Principal Financial Group’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 		$19.6M Sell
440,985
-8,743
-2% -$410K 0.01% 1003
2026
Q1 		$21.3M Buy
449,728
+18,253
+4% +$934K 0.01% 880
2025
Q4 		$29.5M Sell
431,475
-30,565
-7% -$2.11M 0.02% 670
2025
Q3 		$33.3M Sell
462,040
-12,800
-3% -$986K 0.02% 618
2025
Q2 		$37M Sell
474,840
-53,683
-10% -$4.34M 0.02% 559
2025
Q1 		$43M Sell
528,523
-18,273
-3% -$1.6M 0.02% 491
2024
Q4 		$49.2M Buy
546,796
+529,308
+3,027% +$42.3M 0.03% 462
2024
Q3 		$1.09M Sell
17,488
-219
-1% -$12.3K ﹤0.01% 1845
2024
Q2 		$947K Sell
17,707
-2,610
-13% -$147K ﹤0.01% 1866
2024
Q1 		$1.21M Sell
20,317
-576
-3% -$32.5K ﹤0.01% 1843
2023
Q4 		$1.24M Sell
20,893
-4,134
-17% -$190K ﹤0.01% 1812
2023
Q3 		$1.05M Buy
25,027
+859
+4% +$42.1K ﹤0.01% 1832
2023
Q2 		$1.23M Buy
24,168
+3,175
+15% +$168K ﹤0.01% 1819
2023
Q1 		$1.22M Sell
20,993
-4,102
-16% -$245K ﹤0.01% 1831
2022
Q4 		$1.39M Buy
25,095
+2,326
+10% +$113K ﹤0.01% 1818
2022
Q3 		$1.22M Sell
22,769
-8,976
-28% -$563K ﹤0.01% 1809
2022
Q2 		$1.82M Buy
31,745
+7,895
+33% +$639K ﹤0.01% 1824
2022
Q1 		$2.55M Sell
23,850
-1,801
-7% -$207K ﹤0.01% 1828
2021
Q4 		$3.91M Sell
25,651
-75,934
-75% -$17.3M ﹤0.01% 1747
2021
Q3 		$26.2M Buy
101,585
+53,940
+113% +$15.5M 0.02% 742
2021
Q2 		$13.3M Buy
47,645
+25,588
+116% +$5.72M 0.01% 1277
2021
Q1 		$4.46M Buy
22,057
+293
+1% +$67.9K ﹤0.01% 1698
2020
Q4 		$4.84M Sell
21,764
-1,727
-7% -$388K ﹤0.01% 1576
2020
Q3 		$5.06M Sell
23,491
-6,092
-21% -$1.26M ﹤0.01% 1436
2020
Q2 		$5.09M Buy
29,583
+8,760
+42% +$1.1M ﹤0.01% 1416
2020
Q1 		$1.92M Buy
20,823
+919
+5% +$73.9K ﹤0.01% 1606
2019
Q4 		$1.48M Buy
19,904
+12,999
+188% +$893K ﹤0.01% 1771
2019
Q3 		$428K Buy
6,905
+447
+7% +$23.4K ﹤0.01% 1983
2019
Q2 		$321K Sell
6,458
-3,334
-34% -$178K ﹤0.01% 2048
2019
Q1 		$508K Buy
+9,792
New +$500K ﹤0.01% 1932

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

Principal Financial Group's DOCU Position: Q2 2026 in Review

Principal Financial Group reduced its DocuSign (DOCU) stake by 1.9% in Q2 2026, selling an estimated $410K and leaving 440,985 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #1003.

Principal Financial Group first reported a position in DOCU in Q1 2019 and has held it in 30 quarters since. The position peaked at $49.2M in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Principal Financial Group held 440,985 shares of DocuSign worth $19.6M as of Q2 2026.
  • Principal Financial Group sold 8,743 DocuSign shares in Q2 2026, an estimated $410K.
  • DocuSign made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1003 holding.
  • Principal Financial Group first reported a position in DocuSign in Q1 2019 and has held it in 30 quarters since.
  • Principal Financial Group's DocuSign position peaked at $49.2M in Q4 2024.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.