Summit Securities Group’s DocuSign DOCU Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-2,400	Closed	-$143K	–	573
2023 Q4	$143K	Hold	2,400	–	–	0.01%	289
2023 Q3	$101K	Buy	+2,400	New	+$118K	0.01%	222
2023 Q1	–	Sell	-10,000	Closed	-$554K	–	919
2022 Q4	$554K	Buy	+10,000	New	+$487K	0.02%	226
2022 Q2	–	Sell	-100	Closed	-$11K	–	1012
2022 Q1	$11K	Buy	+100	New	+$11.5K	﹤0.01%	817

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

Summit Securities Group's DOCU Position: Q2 2026 in Review

Summit Securities Group opened a new position in DocuSign (DOCU) in Q2 2026: 2,308 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in DOCU as recently as Q1 2025.

Summit Securities Group first reported a position in DOCU in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.23M in Q3 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Summit Securities Group held 2,308 shares of DocuSign worth $103K as of Q2 2026.
DocuSign was a new Summit Securities Group position in Q2 2026.
DocuSign made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #387 holding.
Summit Securities Group first reported a position in DocuSign in Q1 2022 and has held it in 8 quarters since.
Summit Securities Group's DocuSign position peaked at $2.23M in Q3 2022.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.