RIL
DOCU

Rothschild Investment LLC’s DocuSign DOCU Stock Holding History

Rothschild Investment LLC’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 		$1.55M Buy
34,848
+30,810
+763% +$1.44M 0.06% 303
2026
Q1 		$191K Buy
4,038
+1,623
+67% +$83K 0.01% 686
2025
Q4 		$165K Buy
2,415
+2,277
+1,650% +$157K 0.01% 685
2025
Q3 		$9.95K Buy
138
+38
+38% +$2.93K ﹤0.01% 1455
2025
Q2 		$7.79K Hold
100
– – ﹤0.01% 1311
2025
Q1 		$8.14K Hold
100
– – ﹤0.01% 1233
2024
Q4 		$8.99K Hold
100
– – ﹤0.01% 1176
2024
Q3 		$6.21K Hold
100
– – ﹤0.01% 1229
2024
Q2 		$5.35K Hold
100
– – ﹤0.01% 1198
2024
Q1 		$5.96K Hold
100
– – ﹤0.01% 1118
2023
Q4 		$5.95K Buy
+100
New +$4.59K ﹤0.01% 1061

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's DOCU Position: Q2 2026 in Review

Rothschild Investment LLC increased its DocuSign (DOCU) stake by 763% in Q2 2026, buying an estimated $1.44M and bringing the position to 34,848 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #303.

Rothschild Investment LLC first reported a position in DOCU in Q4 2023 and has held it in 11 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Rothschild Investment LLC held 34,848 shares of DocuSign worth $1.55M as of Q2 2026.
  • Rothschild Investment LLC bought 30,810 DocuSign shares in Q2 2026, an estimated $1.44M.
  • DocuSign made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #303 holding.
  • Rothschild Investment LLC first reported a position in DocuSign in Q4 2023 and has held it in 11 quarters since.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.