SF
DOCU

Summit Financial’s DocuSign DOCU Stock Holding History

Summit Financial’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
Q1 		– Sell
-5,280
Closed -$361K – 1419
2025
Q4 		$361K Sell
5,280
-2,189
-29% -$151K 0.01% 1011
2025
Q3 		$538K Sell
7,469
-235
-3% -$18.1K 0.01% 866
2025
Q2 		$600K Buy
+7,704
New +$623K 0.01% 534

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Financial's DOCU Position: Q1 2026 in Review

Summit Financial sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 5,280 shares — an estimated $361K sold.

Summit Financial first reported a position in DOCU in Q2 2025 and held it in 3 quarters. The position peaked at $600K in Q2 2025. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Summit Financial reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 5,280 DocuSign shares in Q1 2026, an estimated $361K.
  • Summit Financial first reported a position in DocuSign in Q2 2025 and held it in 3 quarters.
  • Summit Financial's DocuSign position peaked at $600K in Q2 2025.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.