Rockefeller Capital Management’s DocuSign DOCU Stock Holding History

Rockefeller Capital Management’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	$16M	Buy	359,854 +9,427	+3%	+$442K	0.02%	557
2026 Q1	$16.6M	Buy	350,427 +112,313	+47%	+$5.75M	0.03%	501
2025 Q4	$16.3M	Buy	238,114 +24,842	+12%	+$1.72M	0.03%	496
2025 Q3	$15.4M	Sell	213,272 -1,887	-0.9%	-$145K	0.03%	500
2025 Q2	$16.8M	Buy	215,159 +2,207	+1%	+$179K	0.04%	437
2025 Q1	$17.3M	Sell	212,952 -2,075	-1%	-$182K	0.04%	406
2024 Q4	$19.3M	Sell	215,027 -248,761	-54%	-$19.9M	0.05%	352
2024 Q3	$28.8M	Sell	463,788 -2,429	-0.5%	-$136K	0.08%	252
2024 Q2	$24.9M	Buy	466,217 +43,350	+10%	+$2.44M	0.07%	262
2024 Q1	$25.2M	Buy	422,867 +149,153	+54%	+$8.42M	0.07%	268
2023 Q4	$16.3M	Buy	273,714 +81,557	+42%	+$3.74M	0.05%	337
2023 Q3	$8.07M	Buy	192,157 +17,421	+10%	+$854K	0.03%	474
2023 Q2	$8.93M	Buy	174,736 +31,800	+22%	+$1.68M	0.03%	461
2023 Q1	$8.33M	Buy	142,936 +4,943	+4%	+$295K	0.04%	462
2022 Q4	$7.65M	Buy	137,993 +123,277	+838%	+$6M	0.04%	431
2022 Q3	$786K	Sell	14,716 -88,933	-86%	-$5.58M	﹤0.01%	1102
2022 Q2	$5.95M	Sell	103,649 -3,066	-3%	-$248K	0.03%	470
2022 Q1	$11.4M	Buy	106,715 +12,564	+13%	+$1.44M	0.06%	328
2021 Q4	$14.3M	Buy	94,151 +3,364	+4%	+$767K	0.07%	278
2021 Q3	$23.4M	Sell	90,787 -14,801	-14%	-$4.26M	0.12%	188
2021 Q2	$29.5M	Sell	105,588 -21,619	-17%	-$4.83M	0.17%	147
2021 Q1	$25.8M	Sell	127,207 -10,665	-8%	-$2.47M	0.17%	137
2020 Q4	$30.6M	Sell	137,872 -18,098	-12%	-$4.07M	0.23%	108
2020 Q3	$33.6M	Buy	155,970 +3,061	+2%	+$635K	0.31%	74
2020 Q2	$26.3M	Sell	152,909 -15,953	-9%	-$2.01M	0.28%	83
2020 Q1	$15.6M	Sell	168,862 -26,390	-14%	-$2.12M	0.2%	106
2019 Q4	$14.5M	Sell	195,252 -5,000	-2%	-$344K	0.18%	118
2019 Q3	$12.4M	Sell	200,252 -30,000	-13%	-$1.57M	0.17%	117
2019 Q2	$11.4M	Sell	230,252 -57,920	-20%	-$3.09M	0.16%	111
2019 Q1	$14.9M	Sell	288,172 -19,750	-6%	-$1.01M	0.21%	97
2018 Q4	$12.3M	Buy	+307,922	New	+$12.9M	0.22%	100

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's DOCU Position: Q2 2026 in Review

Rockefeller Capital Management increased its DocuSign (DOCU) stake by 2.7% in Q2 2026, buying an estimated $442K and bringing the position to 359,854 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #557.

Rockefeller Capital Management first reported a position in DOCU in Q4 2018 and has held it in 31 quarters since. The position peaked at $33.6M in Q3 2020. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Rockefeller Capital Management held 359,854 shares of DocuSign worth $16M as of Q2 2026.
Rockefeller Capital Management bought 9,427 DocuSign shares in Q2 2026, an estimated $442K.
DocuSign made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #557 holding.
Rockefeller Capital Management first reported a position in DocuSign in Q4 2018 and has held it in 31 quarters since.
Rockefeller Capital Management's DocuSign position peaked at $33.6M in Q3 2020.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.