SIA
DOCU

Strategic Investment Advisors’s DocuSign DOCU Stock Holding History

Strategic Investment 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 		$154K Buy
3,458
+602
+21% +$28.2K 0.01% 342
2026
Q1 		$135K Sell
2,856
-338
-11% -$17.3K 0.01% 346
2025
Q4 		$218K Sell
3,194
-737
-19% -$51K 0.02% 230
2025
Q3 		$283K Sell
3,931
-168
-4% -$12.9K 0.03% 218
2025
Q2 		$319K Buy
+4,099
New +$332K 0.03% 202

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 $3.38T AUM 44.17% 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

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

Strategic Investment Advisors increased its DocuSign (DOCU) stake by 21% in Q2 2026, buying an estimated $28.2K and bringing the position to 3,458 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #342.

Strategic Investment Advisors first reported a position in DOCU in Q2 2025 and has held it in 5 quarters since. The position peaked at $319K in Q2 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Strategic Investment Advisors held 3,458 shares of DocuSign worth $154K as of Q2 2026.
  • Strategic Investment Advisors bought 602 DocuSign shares in Q2 2026, an estimated $28.2K.
  • DocuSign made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #342 holding.
  • Strategic Investment Advisors first reported a position in DocuSign in Q2 2025 and has held it in 5 quarters since.
  • Strategic Investment Advisors's DocuSign position peaked at $319K in Q2 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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