Steward Partners Investment Advisory’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $400K | Buy |
8,998
+3,411
| +61% | +$160K | ﹤0.01% | 1834 |
|
|
2026
Q1 | $265K | Buy |
5,587
+104
| +2% | +$5.32K | ﹤0.01% | 1868 |
|
|
2025
Q4 | $375K | Sell |
5,483
-1,761
| -24% | -$122K | ﹤0.01% | 1587 |
|
|
2025
Q3 | $522K | Sell |
7,244
-1,679
| -19% | -$129K | ﹤0.01% | 1352 |
|
|
2025
Q2 | $695K | Sell |
8,923
-483
| -5% | -$39.1K | 0.01% | 1147 |
|
|
2025
Q1 | $766K | Sell |
9,406
-104
| -1% | -$9.11K | 0.01% | 1017 |
|
|
2024
Q4 | $855K | Sell |
9,510
-23,963
| -72% | -$1.91M | 0.01% | 936 |
|
|
2024
Q3 | $2.08M | Buy |
33,473
+25,653
| +328% | +$1.44M | 0.02% | 608 |
|
|
2024
Q2 | $418K | Sell |
7,820
-2,014
| -20% | -$114K | ﹤0.01% | 1136 |
|
|
2024
Q1 | $586K | Buy |
9,834
+2,027
| +26% | +$114K | 0.01% | 993 |
|
|
2023
Q4 | $464K | Buy |
7,807
+1,524
| +24% | +$69.9K | 0.01% | 1031 |
|
|
2023
Q3 | $264K | Sell |
6,283
-9,160
| -59% | -$449K | ﹤0.01% | 1172 |
|
|
2023
Q2 | $789K | Sell |
15,443
-2,315
| -13% | -$123K | 0.01% | 773 |
|
|
2023
Q1 | $1.04M | Buy |
17,758
+5,566
| +46% | +$332K | 0.02% | 683 |
|
|
2022
Q4 | $676K | Sell |
12,192
-1,537
| -11% | -$74.8K | 0.01% | 797 |
|
|
2022
Q3 | $734K | Sell |
13,729
-440
| -3% | -$27.6K | 0.01% | 733 |
|
|
2022
Q2 | $813K | Sell |
14,169
-66
| -0.5% | -$5.34K | 0.01% | 702 |
|
|
2022
Q1 | $1.52M | Buy |
14,235
+1,192
| +9% | +$137K | 0.02% | 562 |
|
|
2021
Q4 | $1.99M | Sell |
13,043
-4,207
| -24% | -$959K | 0.03% | 493 |
|
|
2021
Q3 | $4.44M | Buy |
17,250
+4,443
| +35% | +$1.28M | 0.08% | 278 |
|
|
2021
Q2 | $3.58M | Buy |
12,807
+3,134
| +32% | +$701K | 0.06% | 313 |
|
|
2021
Q1 | $1.96M | Buy |
9,673
+1,614
| +20% | +$374K | 0.03% | 439 |
|
|
2020
Q4 | $1.79M | Buy |
8,059
+704
| +10% | +$158K | 0.04% | 385 |
|
|
2020
Q3 | $1.58M | Buy |
7,355
+869
| +13% | +$180K | 0.04% | 365 |
|
|
2020
Q2 | $1.12M | Sell |
6,486
-6,090
| -48% | -$768K | 0.03% | 423 |
|
|
2020
Q1 | $1.16M | Buy |
12,576
+7,608
| +153% | +$612K | 0.04% | 352 |
|
|
2019
Q4 | $368K | Buy |
4,968
+135
| +3% | +$9.28K | 0.01% | 708 |
|
|
2019
Q3 | $299K | Buy |
4,833
+575
| +14% | +$30.1K | 0.01% | 727 |
|
|
2019
Q2 | $211K | Buy |
4,258
+260
| +7% | +$13.9K | 0.01% | 796 |
|
|
2019
Q1 | $207K | Buy |
+3,998
| New | +$204K | 0.01% | 735 |
|
|
2018
Q4 | – | Sell |
-17,654
| Closed | -$928K | – | 1091 |
|
|
2018
Q3 | $928K | Buy |
17,654
+9,230
| +110% | +$523K | 0.04% | 363 |
|
|
2018
Q2 | $446K | Buy |
+8,424
| New | +$425K | 0.03% | 483 |
|
Other funds holding DOCU
Steward Partners Investment Advisory's DOCU Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its DocuSign (DOCU) stake by 61% in Q2 2026, buying an estimated $160K and bringing the position to 8,998 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.
Steward Partners Investment Advisory first reported a position in DOCU in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.44M in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.
- Steward Partners Investment Advisory held 8,998 shares of DocuSign worth $400K as of Q2 2026.
- Steward Partners Investment Advisory bought 3,411 DocuSign shares in Q2 2026, an estimated $160K.
- DocuSign made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1834 holding.
- Steward Partners Investment Advisory first reported a position in DocuSign in Q2 2018 and has held it in 32 quarters since.
- Steward Partners Investment Advisory's DocuSign position peaked at $4.44M in Q3 2021.
- 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.