Shelton Capital Management’s DocuSign DOCU Stock Holding History

Shelton Capital Management’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	$288K	Sell	6,484 -257	-4%	-$12K	0.01%	567
2026 Q1	$320K	Hold	6,741	–	–	0.01%	489
2025 Q4	$461K	Sell	6,741 -425	-6%	-$29.4K	0.01%	364
2025 Q3	$517K	Sell	7,166 -1,200	-14%	-$92.5K	0.01%	346
2025 Q2	$652K	Sell	8,366 -67	-0.8%	-$5.42K	0.02%	303
2025 Q1	$686K	Buy	8,433 +845	+11%	+$74K	0.02%	293
2024 Q4	$682K	Buy	+7,588	New	+$606K	0.02%	299
2022 Q4	–	Sell	-17,109	Closed	-$915K	–	691
2022 Q3	$915K	Hold	17,109	–	–	0.04%	247
2022 Q2	$982K	Hold	17,109	–	–	0.04%	259
2022 Q1	$1.83M	Buy	17,109 +1,026	+6%	+$118K	0.07%	235
2021 Q4	$2.45M	Hold	16,083	–	–	0.09%	220
2021 Q3	$4.14M	Buy	16,083 +1,057	+7%	+$305K	0.16%	147
2021 Q2	$4.2M	Hold	15,026	–	–	0.16%	142
2021 Q1	$3.04M	Buy	15,026 +1,583	+12%	+$367K	0.11%	187
2020 Q4	$2.99M	Hold	13,443	–	–	0.13%	158
2020 Q3	$2.89M	Buy	+13,443	New	+$2.79M	0.12%	191

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

Shelton Capital Management's DOCU Position: Q2 2026 in Review

Shelton Capital Management reduced its DocuSign (DOCU) stake by 3.8% in Q2 2026, selling an estimated $12K and leaving 6,484 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #567.

Shelton Capital Management first reported a position in DOCU in Q3 2020 and has held it in 16 quarters since. The position peaked at $4.2M in Q2 2021. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Shelton Capital Management held 6,484 shares of DocuSign worth $288K as of Q2 2026.
Shelton Capital Management sold 257 DocuSign shares in Q2 2026, an estimated $12K.
DocuSign made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #567 holding.
Shelton Capital Management first reported a position in DocuSign in Q3 2020 and has held it in 16 quarters since.
Shelton Capital Management's DocuSign position peaked at $4.2M in Q2 2021.
672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.