Riversedge Advisors’s DocuSign DOCU Stock Holding History

Riversedge 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 Q2	$220K	Buy	+4,957	New	+$232K	0.03%	289
2021 Q4	–	Sell	-825	Closed	-$212K	–	65
2021 Q3	$212K	Buy	+825	New	+$238K	0.07%	63
2021 Q1	–	Sell	-2,951	Closed	-$656K	–	47
2020 Q4	$656K	Buy	2,951 +47	+2%	+$10.6K	0.3%	28
2020 Q3	$625K	Buy	2,904 +129	+5%	+$26.8K	0.33%	28
2020 Q2	$478K	Buy	+2,775	New	+$350K	0.28%	31

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

Riversedge Advisors's DOCU Position: Q2 2026 in Review

Riversedge Advisors opened a new position in DocuSign (DOCU) in Q2 2026: 4,957 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings. This is a return to the name: Riversedge Advisors previously reported a position in DOCU as recently as Q3 2021.

Riversedge Advisors first reported a position in DOCU in Q2 2020 and has held it in 5 quarters since. The position peaked at $656K in Q4 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Riversedge Advisors held 4,957 shares of DocuSign worth $220K as of Q2 2026.
DocuSign was a new Riversedge Advisors position in Q2 2026.
DocuSign made up 0.03% of Riversedge Advisors's portfolio in Q2 2026, its #289 holding.
Riversedge Advisors first reported a position in DocuSign in Q2 2020 and has held it in 5 quarters since.
Riversedge Advisors's DocuSign position peaked at $656K in Q4 2020.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.