RFP
DOCU

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
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

Other funds holding DOCU

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Vanguard Portfolio Management
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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

Root Financial Partners's DOCU Position: Q2 2026 in Review

Root Financial Partners sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 39 shares — an estimated $1.85K sold.

Root Financial Partners first reported a position in DOCU in Q3 2025 and held it in 3 quarters. The position peaked at $11.8K in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Root Financial Partners reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 39 DocuSign shares in Q2 2026, an estimated $1.85K.
  • Root Financial Partners first reported a position in DocuSign in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's DocuSign position peaked at $11.8K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.