PFS
DOCU

Prospera Financial Services’s DocuSign DOCU Stock Holding History

Prospera Financial Services’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 		$938K Buy
21,114
+3,142
+17% +$147K 0.01% 802
2026
Q1 		$852K Sell
17,972
-1,238
-6% -$63.3K 0.01% 780
2025
Q4 		$1.31M Buy
19,210
+13,982
+267% +$967K 0.02% 598
2025
Q3 		$377K Buy
5,228
+109
+2% +$8.4K 0.01% 1062
2025
Q2 		$399K Buy
5,119
+124
+2% +$10K 0.01% 992
2025
Q1 		$407K Buy
+4,995
New +$438K 0.01% 868
2024
Q2 		– Sell
-5,161
Closed -$307K – 1148
2024
Q1 		$307K Sell
5,161
-298
-5% -$16.8K 0.01% 893
2023
Q4 		$325K Buy
+5,459
New +$250K 0.01% 812
2023
Q3 		– Sell
-5,148
Closed -$263K – 1021
2023
Q2 		$263K Sell
5,148
-910
-15% -$48.2K 0.01% 859
2023
Q1 		$353K Sell
6,058
-1,185
-16% -$70.7K 0.01% 730
2022
Q4 		$401K Sell
7,243
-714
-9% -$34.8K 0.02% 596
2022
Q3 		$425K Sell
7,957
-1,602
-17% -$100K 0.02% 566
2022
Q2 		$548K Buy
9,559
+830
+10% +$67.2K 0.03% 490
2022
Q1 		$935K Sell
8,729
-12,384
-59% -$1.42M 0.04% 443
2021
Q4 		$3.21M Buy
21,113
+5,624
+36% +$1.28M 0.14% 174
2021
Q3 		$3.99M Sell
15,489
-1,414
-8% -$407K 0.2% 124
2021
Q2 		$4.72M Sell
16,903
-2,996
-15% -$670K 0.24% 102
2021
Q1 		$4.03M Buy
19,899
+16,250
+445% +$3.77M 0.24% 95
2020
Q4 		$810K Buy
3,649
+3,219
+749% +$723K 0.06% 331
2020
Q3 		$93K Sell
430
-4,842
-92% -$1.01M 0.04% 425
2020
Q2 		$908K Buy
5,272
+2,468
+88% +$311K 0.08% 246
2020
Q1 		$259K Buy
+2,804
New +$225K 0.03% 425
2019
Q4 		– Sell
-9,455
Closed -$585K – 608
2019
Q3 		$585K Sell
9,455
-110
-1% -$5.76K 0.06% 270
2019
Q2 		$498K Buy
9,565
+180
+2% +$9.61K 0.06% 289
2019
Q1 		$505K Buy
9,385
+3,185
+51% +$163K 0.17% 165
2018
Q4 		$254K Sell
6,200
-180
-3% -$7.56K 0.05% 322
2018
Q3 		$292K Sell
6,380
-2,440
-28% -$138K 0.05% 317
2018
Q2 		$482K Buy
+8,820
New +$445K 0.07% 241

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

Prospera Financial Services's DOCU Position: Q2 2026 in Review

Prospera Financial Services increased its DocuSign (DOCU) stake by 17% in Q2 2026, buying an estimated $147K and bringing the position to 21,114 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #802.

Prospera Financial Services first reported a position in DOCU in Q2 2018 and has held it in 28 quarters since. The position peaked at $4.72M in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Prospera Financial Services held 21,114 shares of DocuSign worth $938K as of Q2 2026.
  • Prospera Financial Services bought 3,142 DocuSign shares in Q2 2026, an estimated $147K.
  • DocuSign made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #802 holding.
  • Prospera Financial Services first reported a position in DocuSign in Q2 2018 and has held it in 28 quarters since.
  • Prospera Financial Services's DocuSign position peaked at $4.72M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.