PTC
DOCU

Private Trust Company’s DocuSign DOCU Stock Holding History

Private Trust Company’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 		$5.02K Sell
113
-340
-75% -$15.9K ﹤0.01% 2285
2026
Q1 		$21.5K Sell
453
-219
-33% -$11.2K ﹤0.01% 1666
2025
Q4 		$46K Buy
672
+25
+4% +$1.73K ﹤0.01% 1327
2025
Q3 		$46.6K Sell
647
-41
-6% -$3.16K ﹤0.01% 1297
2025
Q2 		$53.6K Buy
688
+11
+2% +$890 0.01% 1196
2025
Q1 		$55.1K Buy
677
+162
+31% +$14.2K 0.01% 1157
2024
Q4 		$46.3K Hold
515
– – ﹤0.01% 1196
2024
Q3 		$32K Hold
515
– – ﹤0.01% 1298
2024
Q2 		$27.6K Buy
515
+300
+140% +$16.9K ﹤0.01% 1331
2024
Q1 		$12.8K Sell
215
-677
-76% -$38.2K ﹤0.01% 1578
2023
Q4 		$53K Buy
892
+105
+13% +$4.82K 0.01% 1038
2023
Q3 		$33.1K Hold
787
– – ﹤0.01% 1160
2023
Q2 		$40.2K Buy
787
+203
+35% +$10.8K 0.01% 1116
2023
Q1 		$34K Buy
584
+484
+484% +$28.9K ﹤0.01% 1126
2022
Q4 		$6K Sell
100
-725
-88% -$35.3K ﹤0.01% 1732
2022
Q3 		$44K Sell
825
-17
-2% -$1.07K 0.01% 919
2022
Q2 		$48K Buy
+842
New +$68.2K 0.01% 935

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 $3.38T AUM 44.17% 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

Private Trust Company's DOCU Position: Q2 2026 in Review

Private Trust Company reduced its DocuSign (DOCU) stake by 75% in Q2 2026, selling an estimated $15.9K and leaving 113 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Private Trust Company first reported a position in DOCU in Q2 2022 and has held it in 17 quarters since. The position peaked at $55.1K in Q1 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Private Trust Company held 113 shares of DocuSign worth $5.02K as of Q2 2026.
  • Private Trust Company sold 340 DocuSign shares in Q2 2026, an estimated $15.9K.
  • DocuSign made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2285 holding.
  • Private Trust Company first reported a position in DocuSign in Q2 2022 and has held it in 17 quarters since.
  • Private Trust Company's DocuSign position peaked at $55.1K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.