Smith Group Asset Management’s DocuSign DOCU Stock Holding History

Smith Group 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	$356K	Buy	+8,023	New	+$376K	0.01%	160
2024 Q3	–	Sell	-14,630	Closed	-$783K	–	146
2024 Q2	$783K	Buy	+14,630	New	+$825K	0.07%	64
2022 Q1	–	Sell	-32,500	Closed	-$4.95M	–	301
2021 Q4	$4.95M	Hold	32,500	–	–	0.23%	83
2021 Q3	$8.37M	Buy	+32,500	New	+$9.36M	0.42%	67

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

Smith Group Asset Management's DOCU Position: Q2 2026 in Review

Smith Group Asset Management opened a new position in DocuSign (DOCU) in Q2 2026: 8,023 shares worth $356K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings. This is a return to the name: Smith Group Asset Management previously reported a position in DOCU as recently as Q2 2024.

Smith Group Asset Management first reported a position in DOCU in Q3 2021 and has held it in 4 quarters since. The position peaked at $8.37M in Q3 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Smith Group Asset Management held 8,023 shares of DocuSign worth $356K as of Q2 2026.
DocuSign was a new Smith Group Asset Management position in Q2 2026.
DocuSign made up 0.01% of Smith Group Asset Management's portfolio in Q2 2026, its #160 holding.
Smith Group Asset Management first reported a position in DocuSign in Q3 2021 and has held it in 4 quarters since.
Smith Group Asset Management's DocuSign position peaked at $8.37M in Q3 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.