Sittner & Nelson’s DocuSign DOCU Stock Holding History

Sittner & Nelson’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	$311	Hold	7	–	–	﹤0.01%	604
2026 Q1	$332	Hold	7	–	–	﹤0.01%	555
2025 Q4	$330	Hold	7	–	–	﹤0.01%	519
2025 Q3	$505	Hold	7	–	–	﹤0.01%	472
2025 Q2	$545	Hold	7	–	–	﹤0.01%	491
2025 Q1	$570	Hold	7	–	–	﹤0.01%	479
2024 Q4	$630	Buy	+7	New	+$559	﹤0.01%	461
2024 Q3	–	Sell	-300	Closed	-$16.1K	–	440
2024 Q2	$16.1K	Hold	300	–	–	0.01%	307
2024 Q1	$17.9K	Hold	300	–	–	0.01%	292
2023 Q4	$17.8K	Sell	300 -650	-68%	-$29.8K	0.01%	294
2023 Q3	$39.9K	Hold	950	–	–	0.02%	225
2023 Q2	$48.5K	Hold	950	–	–	0.03%	214
2023 Q1	$55.4K	Hold	950	–	–	0.03%	213
2022 Q4	$52.6K	Hold	950	–	–	0.03%	214
2022 Q3	$51K	Buy	950 +650	+217%	+$40.8K	0.03%	203
2022 Q2	$17K	Hold	300	–	–	0.01%	302
2022 Q1	$32K	Hold	300	–	–	0.02%	235
2021 Q4	$46K	Hold	300	–	–	0.03%	213
2021 Q3	$77K	Hold	300	–	–	0.05%	154
2021 Q2	$84K	Hold	300	–	–	0.06%	139
2021 Q1	$61K	Hold	300	–	–	0.05%	160
2020 Q4	$67K	Buy	+300	New	+$67.4K	0.06%	141

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

Sittner & Nelson's DOCU Position: Q2 2026 in Review

Sittner & Nelson held its DocuSign (DOCU) position steady in Q2 2026 at 7 shares worth $311. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Sittner & Nelson first reported a position in DOCU in Q4 2020 and has held it in 22 quarters since. The position peaked at $84K in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Sittner & Nelson held 7 shares of DocuSign worth $311 as of Q2 2026.
Sittner & Nelson left its DocuSign share count unchanged in Q2 2026.
DocuSign made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #604 holding.
Sittner & Nelson first reported a position in DocuSign in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's DocuSign position peaked at $84K in Q2 2021.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.