Sequoia Financial Advisors’s DocuSign DOCU Stock Holding History

Sequoia Financial Advisors’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	$674K	Sell	15,184 -4,574	-23%	-$214K	﹤0.01%	1140
2026 Q1	$937K	Buy	19,758 +15,214	+335%	+$778K	0.01%	928
2025 Q4	$311K	Buy	4,544 +570	+14%	+$39.4K	﹤0.01%	1546
2025 Q3	$286K	Buy	+3,974	New	+$306K	﹤0.01%	1417
2021 Q3	–	Sell	-1,011	Closed	-$283K	–	309
2021 Q2	$283K	Hold	1,011	–	–	0.01%	386
2021 Q1	$205K	Buy	1,011 +30	+3%	+$6.96K	0.01%	414
2020 Q4	$218K	Sell	981 -1,428	-59%	-$321K	0.01%	377
2020 Q3	$519K	Buy	2,409 +163	+7%	+$33.8K	0.03%	222
2020 Q2	$387K	Buy	+2,246	New	+$283K	0.02%	251

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's DOCU Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its DocuSign (DOCU) stake by 23% in Q2 2026, selling an estimated $214K and leaving 15,184 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Sequoia Financial Advisors first reported a position in DOCU in Q2 2020 and has held it in 9 quarters since. The position peaked at $937K in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Sequoia Financial Advisors held 15,184 shares of DocuSign worth $674K as of Q2 2026.
Sequoia Financial Advisors sold 4,574 DocuSign shares in Q2 2026, an estimated $214K.
DocuSign made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1140 holding.
Sequoia Financial Advisors first reported a position in DocuSign in Q2 2020 and has held it in 9 quarters since.
Sequoia Financial Advisors's DocuSign position peaked at $937K in Q1 2026.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.