Strategic Global Advisors’s DocuSign DOCU Stock Holding History

Strategic Global Advisors’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	$1.5M	Buy	33,796 +1,170	+4%	+$54.8K	0.21%	95
2026 Q1	$1.55M	Sell	32,626 -400	-1%	-$20.5K	0.25%	96
2025 Q4	$2.26M	Buy	+33,026	New	+$2.28M	0.35%	76
2025 Q2	–	Sell	-21,801	Closed	-$1.77M	–	144
2025 Q1	$1.77M	Sell	21,801 -797	-4%	-$69.8K	0.35%	77
2024 Q4	$2.03M	Buy	22,598 +1,233	+6%	+$98.5K	0.37%	70
2024 Q3	$1.33M	Sell	21,365 -222	-1%	-$12.4K	0.26%	88
2024 Q2	$1.15M	Buy	21,587 +438	+2%	+$24.7K	0.24%	93
2024 Q1	$1.26M	Sell	21,149 -613	-3%	-$34.6K	0.27%	91
2023 Q4	$1.29M	Buy	+21,762	New	+$998K	0.3%	93

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

Strategic Global Advisors's DOCU Position: Q2 2026 in Review

Strategic Global Advisors increased its DocuSign (DOCU) stake by 3.6% in Q2 2026, buying an estimated $54.8K and bringing the position to 33,796 shares worth $1.5M. The position accounts for 0.21% of the portfolio, ranked #95.

Strategic Global Advisors first reported a position in DOCU in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.26M in Q4 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Strategic Global Advisors held 33,796 shares of DocuSign worth $1.5M as of Q2 2026.
Strategic Global Advisors bought 1,170 DocuSign shares in Q2 2026, an estimated $54.8K.
DocuSign made up 0.21% of Strategic Global Advisors's portfolio in Q2 2026, its #95 holding.
Strategic Global Advisors first reported a position in DocuSign in Q4 2023 and has held it in 9 quarters since.
Strategic Global Advisors's DocuSign position peaked at $2.26M in Q4 2025.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.