Proficio Capital Partners’s DocuSign DOCU Stock Holding History

Proficio Capital Partners’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	$329K	Buy	+7,409	New	+$347K	0.01%	464
2023 Q4	–	Sell	-5,826	Closed	-$245K	–	310
2023 Q3	$245K	Sell	5,826 -274	-4%	-$13.4K	0.03%	252
2023 Q2	$312K	Sell	6,100 -151	-2%	-$8K	0.04%	209
2023 Q1	$364K	Sell	6,251 -410	-6%	-$24.5K	0.06%	186
2022 Q4	$371K	Buy	6,661 +659	+11%	+$32.1K	0.07%	165
2022 Q3	$326K	Buy	6,002 +17	+0.3%	+$1.07K	0.06%	169
2022 Q2	$343K	Buy	5,985 +314	+6%	+$25.4K	0.06%	170
2022 Q1	$606K	Buy	5,671 +2,982	+111%	+$342K	0.09%	117
2021 Q4	$410K	Buy	+2,689	New	+$613K	0.06%	167
2019 Q3	–	Sell	-2,029	Closed	-$101K	–	513
2019 Q2	$101K	Buy	2,029 +29	+1%	+$1.55K	0.03%	206
2019 Q1	$104K	Buy	+2,000	New	+$102K	0.04%	192

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 $3.37T AUM 44.26% 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

Proficio Capital Partners's DOCU Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in DocuSign (DOCU) in Q2 2026: 7,409 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in DOCU as recently as Q3 2023.

Proficio Capital Partners first reported a position in DOCU in Q1 2019 and has held it in 11 quarters since. The position peaked at $606K in Q1 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Proficio Capital Partners held 7,409 shares of DocuSign worth $329K as of Q2 2026.
DocuSign was a new Proficio Capital Partners position in Q2 2026.
DocuSign made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #464 holding.
Proficio Capital Partners first reported a position in DocuSign in Q1 2019 and has held it in 11 quarters since.
Proficio Capital Partners's DocuSign position peaked at $606K in Q1 2022.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.