PAG
DOCU

Private Advisor Group’s DocuSign DOCU Stock Holding History

Private Advisor 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 		$655K Sell
14,750
-729
-5% -$34.2K ﹤0.01% 1603
2026
Q1 		$734K Sell
15,479
-1,890
-11% -$96.7K ﹤0.01% 1619
2025
Q4 		$1.19M Sell
17,369
-4,995
-22% -$345K 0.01% 1311
2025
Q3 		$1.61M Sell
22,364
-3,479
-13% -$268K 0.01% 1112
2025
Q2 		$2.01M Sell
25,843
-3,082
-11% -$249K 0.01% 965
2025
Q1 		$2.35M Sell
28,925
-886
-3% -$77.6K 0.01% 819
2024
Q4 		$2.68M Buy
29,811
+995
+3% +$79.5K 0.02% 756
2024
Q3 		$1.79M Sell
28,816
-1,183
-4% -$66.3K 0.01% 943
2024
Q2 		$1.6M Buy
29,999
+2,802
+10% +$158K 0.01% 952
2024
Q1 		$1.62M Buy
27,197
+1,075
+4% +$60.7K 0.01% 911
2023
Q4 		$1.55M Buy
26,122
+10,225
+64% +$469K 0.01% 887
2023
Q3 		$668K Buy
15,897
+4,206
+36% +$206K 0.01% 1244
2023
Q2 		$597K Buy
11,691
+1,339
+13% +$70.9K 0.01% 1291
2023
Q1 		$604K Buy
+10,352
New +$617K 0.01% 1245
2022
Q4 		– Sell
-8,275
Closed -$442K – 1736
2022
Q3 		$442K Sell
8,275
-494
-6% -$31K 0.01% 1303
2022
Q2 		$503K Sell
8,769
-7,122
-45% -$577K ﹤0.01% 1405
2022
Q1 		$1.7M Buy
15,891
+1,801
+13% +$207K 0.01% 857
2021
Q4 		$2.15M Sell
14,090
-1,077
-7% -$246K 0.02% 776
2021
Q3 		$3.9M Buy
15,167
+5,043
+50% +$1.45M 0.02% 611
2021
Q2 		$2.83M Buy
10,124
+830
+9% +$186K 0.02% 624
2021
Q1 		$1.88M Sell
9,294
-864
-9% -$200K 0.02% 740
2020
Q4 		$2.26M Buy
10,158
+1,244
+14% +$279K 0.02% 624
2020
Q3 		$1.92M Buy
8,914
+651
+8% +$135K 0.03% 572
2020
Q2 		$1.42M Sell
8,263
-1,086
-12% -$137K 0.02% 637
2020
Q1 		$864K Buy
9,349
+3,241
+53% +$261K 0.02% 698
2019
Q4 		$453K Buy
+6,108
New +$420K 0.01% 1097

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Private Advisor Group's DOCU Position: Q2 2026 in Review

Private Advisor Group reduced its DocuSign (DOCU) stake by 4.7% in Q2 2026, selling an estimated $34.2K and leaving 14,750 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Private Advisor Group first reported a position in DOCU in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.9M in Q3 2021. 229 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Private Advisor Group held 14,750 shares of DocuSign worth $655K as of Q2 2026.
  • Private Advisor Group sold 729 DocuSign shares in Q2 2026, an estimated $34.2K.
  • DocuSign made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1603 holding.
  • Private Advisor Group first reported a position in DocuSign in Q4 2019 and has held it in 26 quarters since.
  • Private Advisor Group's DocuSign position peaked at $3.9M in Q3 2021.
  • 229 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.