SAM
DOCU

Smartleaf Asset Management’s DocuSign DOCU Stock Holding History

Smartleaf Asset 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 		$33.5K Hold
744
– – ﹤0.01% 1726
2026
Q1 		$35.2K Buy
744
+78
+12% +$3.99K ﹤0.01% 1652
2025
Q4 		$46K Sell
666
-1,738
-72% -$120K ﹤0.01% 1598
2025
Q3 		$197K Buy
2,404
+235
+11% +$18.1K 0.01% 738
2025
Q2 		$166K Buy
2,169
+165
+8% +$13.3K 0.01% 642
2025
Q1 		$167K Sell
2,004
-200
-9% -$17.5K 0.02% 631
2024
Q4 		$202K Buy
2,204
+1,954
+782% +$156K 0.02% 538
2024
Q3 		$15.4K Buy
250
+79
+46% +$4.43K ﹤0.01% 1499
2024
Q2 		$9.01K Buy
171
+157
+1,121% +$8.86K ﹤0.01% 1465
2024
Q1 		$829 Sell
14
-17
-55% -$960 ﹤0.01% 1652
2023
Q4 		$1.87K Buy
+31
New +$1.42K ﹤0.01% 976

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Smartleaf Asset Management's DOCU Position: Q2 2026 in Review

Smartleaf Asset Management held its DocuSign (DOCU) position steady in Q2 2026 at 744 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Smartleaf Asset Management first reported a position in DOCU in Q4 2023 and has held it in 11 quarters since. The position peaked at $202K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Smartleaf Asset Management held 744 shares of DocuSign worth $33.5K as of Q2 2026.
  • Smartleaf Asset Management left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1726 holding.
  • Smartleaf Asset Management first reported a position in DocuSign in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's DocuSign position peaked at $202K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.