EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s DocuSign DOCU Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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	$665K	Sell	14,968 -2,452	-14%	-$115K	0.52%	54
2026 Q1	$826K	Buy	17,420 +1,457	+9%	+$74.5K	0.71%	42
2025 Q4	$1.09M	Buy	15,963 +2,858	+22%	+$198K	0.9%	30
2025 Q3	$945K	Buy	13,105 +540	+4%	+$41.6K	0.82%	36
2025 Q2	$979K	Sell	12,565 -532	-4%	-$43K	0.94%	34
2025 Q1	$1.07M	Sell	13,097 -571	-4%	-$50K	1.08%	25
2024 Q4	$1.23M	Sell	13,668 -2,249	-14%	-$180K	1.23%	21
2024 Q3	$988K	Buy	15,917 +571	+4%	+$32K	0.98%	31
2024 Q2	$821K	Buy	15,346 +107	+0.7%	+$6.04K	0.88%	38
2024 Q1	$907K	Buy	15,239 +2,033	+15%	+$115K	0.96%	32
2023 Q4	$785K	Buy	13,206 +2,137	+19%	+$98K	0.9%	37
2023 Q3	$465K	Buy	+11,069	New	+$543K	0.61%	59

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's DOCU Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV reduced its DocuSign (DOCU) stake by 14% in Q2 2026, selling an estimated $115K and leaving 14,968 shares worth $665K. The position accounts for 0.52% of the portfolio, ranked #54.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in DOCU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q4 2024. 497 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 14,968 shares of DocuSign worth $665K as of Q2 2026.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold 2,452 DocuSign shares in Q2 2026, an estimated $115K.
DocuSign made up 0.52% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #54 holding.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in DocuSign in Q3 2023 and has held it in 12 quarters since.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV's DocuSign position peaked at $1.23M in Q4 2024.
497 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.