Resonant Capital Advisors
DOCU icon

Resonant Capital Advisors’s DocuSign DOCU Stock Holding History

Resonant Capital Advisors’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
Q3 		$1.23M Buy
18,369
+395
+2% +$23.5K 0.06% 174
2026
Q2 		$798K Sell
17,974
-588
-3% -$27.6K 0.04% 216
2026
Q1 		$880K Buy
18,562
+79
+0.4% +$4.04K 0.05% 187
2025
Q4 		$1.26M Buy
18,483
+533
+3% +$36.9K 0.07% 153
2025
Q3 		$1.29M Sell
17,950
-295
-2% -$22.7K 0.08% 147
2025
Q2 		$1.42M Buy
18,245
+448
+3% +$36.2K 0.09% 134
2025
Q1 		$1.45M Buy
17,797
+205
+1% +$18K 0.1% 128
2024
Q4 		$1.58M Buy
17,592
+76
+0.4% +$6.07K 0.12% 121
2024
Q3 		$1.09M Buy
17,516
+157
+0.9% +$8.8K 0.08% 145
2024
Q2 		$929K Buy
17,359
+541
+3% +$30.5K 0.08% 148
2024
Q1 		$1M Sell
16,818
-482
-3% -$27.2K 0.09% 142
2023
Q4 		$1.03M Buy
17,300
+4,464
+35% +$205K 0.1% 133
2023
Q3 		$539K Buy
12,836
+350
+3% +$17.2K 0.06% 167
2023
Q2 		$638K Sell
12,486
-185
-1% -$9.8K 0.07% 154
2023
Q1 		$739K Buy
12,671
+101
+0.8% +$6.02K 0.08% 135
2022
Q4 		$697K Buy
12,570
+4
+0% +$195 0.09% 138
2022
Q3 		$672K Buy
12,566
+124
+1% +$7.77K 0.1% 124
2022
Q2 		$714K Sell
12,442
-125
-1% -$10.1K 0.11% 120
2022
Q1 		$1.36M Buy
12,567
+486
+4% +$55.8K 0.2% 93
2021
Q4 		$1.84M Buy
12,081
+216
+2% +$49.2K 0.28% 74
2021
Q3 		$3.05M Buy
11,865
+300
+3% +$86.4K 0.53% 38
2021
Q2 		$3.23M Hold
11,565
– – 0.63% 29
2021
Q1 		$2.34M Buy
11,565
+264
+2% +$61.2K 0.48% 44
2020
Q4 		$2.51M Sell
11,301
-268
-2% -$60.2K 0.59% 30
2020
Q3 		$2.49M Sell
11,569
-4,291
-27% -$891K 0.71% 26
2020
Q2 		$2.73M Sell
15,860
-1,989
-11% -$251K 0.79% 24
2020
Q1 		$1.65M Buy
17,849
+4,710
+36% +$379K 0.6% 51
2019
Q4 		$974K Buy
+13,139
New +$903K 0.31% 100

Other funds holding DOCU

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Resonant Capital Advisors's DOCU Position: Q3 2026 in Review

Resonant Capital Advisors increased its DocuSign (DOCU) stake by 2.2% in Q3 2026, buying an estimated $23.5K and bringing the position to 18,369 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #174.

Resonant Capital Advisors first reported a position in DOCU in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.23M in Q2 2021. 427 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Resonant Capital Advisors held 18,369 shares of DocuSign worth $1.23M as of Q3 2026.
  • Resonant Capital Advisors bought 395 DocuSign shares in Q3 2026, an estimated $23.5K.
  • DocuSign made up 0.06% of Resonant Capital Advisors's portfolio in Q3 2026, its #174 holding.
  • Resonant Capital Advisors first reported a position in DocuSign in Q4 2019 and has held it in 28 quarters since.
  • Resonant Capital Advisors's DocuSign position peaked at $3.23M in Q2 2021.
  • 427 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Resonant Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.