Shearwater Capital’s DocuSign DOCU Stock Holding History

Shearwater Capital’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	$5.04M	Hold	113,428	–	–	2.41%	7
2026 Q1	$5.38M	Sell	113,428 -1,000	-0.9%	-$51.2K	2.82%	5
2025 Q4	$7.83M	Hold	114,428	–	–	4.49%	4
2025 Q3	$8.25M	Hold	114,428	–	–	4.9%	4
2025 Q2	$8.91M	Hold	114,428	–	–	5.61%	4
2025 Q1	$9.31M	Hold	114,428	–	–	6.54%	4
2024 Q4	$10.3M	Hold	114,428	–	–	6.98%	4
2024 Q3	$7.1M	Hold	114,428	–	–	4.9%	4
2024 Q2	$6.12M	Hold	114,428	–	–	4.5%	4
2024 Q1	$6.81M	Hold	114,428	–	–	5.02%	4
2023 Q4	$6.8M	Sell	114,428 -200	-0.2%	-$9.17K	5.4%	4
2023 Q3	$4.81M	Hold	114,628	–	–	4.35%	5
2023 Q2	$5.86M	Hold	114,628	–	–	5.12%	4
2023 Q1	$6.68M	Sell	114,628 -100	-0.1%	-$5.96K	6.21%	4
2022 Q4	$6.36M	Hold	114,728	–	–	6.42%	4
2022 Q3	$6.13M	Hold	114,728	–	–	6.93%	4
2022 Q2	$6.58M	Hold	114,728	–	–	7.09%	4
2022 Q1	$12.3M	Buy	114,728 +1,015	+0.9%	+$116K	11.32%	4
2021 Q4	$17.3M	Buy	+113,713	New	+$25.9M	14.92%	2

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Shearwater Capital's DOCU Position: Q2 2026 in Review

Shearwater Capital held its DocuSign (DOCU) position steady in Q2 2026 at 113,428 shares worth $5.04M. The position accounts for 2.41% of the portfolio, ranked #7.

Shearwater Capital first reported a position in DOCU in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.3M in Q4 2021. 229 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Shearwater Capital held 113,428 shares of DocuSign worth $5.04M as of Q2 2026.
Shearwater Capital left its DocuSign share count unchanged in Q2 2026.
DocuSign made up 2.41% of Shearwater Capital's portfolio in Q2 2026, its #7 holding.
Shearwater Capital first reported a position in DocuSign in Q4 2021 and has held it in 19 quarters since.
Shearwater Capital's DocuSign position peaked at $17.3M in Q4 2021.
229 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.