Root Financial Partners
DOCU icon

Root Financial Partners’s DocuSign DOCU Stock Holding History

Root Financial 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
Q3 		$74.6K Buy
+1,111
New +$66.1K ﹤0.01% 892
2026
Q2 		– Sell
-39
Closed -$1.85K – 1145
2026
Q1 		$1.85K Sell
39
-130
-77% -$6.65K ﹤0.01% 2349
2025
Q4 		$11.6K Buy
169
+5
+3% +$346 ﹤0.01% 1437
2025
Q3 		$11.8K Buy
+164
New +$12.6K ﹤0.01% 1381

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Vanguard Capital Management
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's DOCU Position: Q3 2026 in Review

Root Financial Partners opened a new position in DocuSign (DOCU) in Q3 2026: 1,111 shares worth $74.6K. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DOCU as recently as Q1 2026.

Root Financial Partners first reported a position in DOCU in Q3 2025 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Root Financial Partners held 1,111 shares of DocuSign worth $74.6K as of Q3 2026.
  • DocuSign was a new Root Financial Partners position in Q3 2026.
  • DocuSign made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #892 holding.
  • Root Financial Partners first reported a position in DocuSign in Q3 2025 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.