SSG
DOCU

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
2022
Q4 		– Sell
-200,000
Closed -$10.7M – 1201
2022
Q3 		$10.7M Buy
+200,000
New +$12.5M 0.8% 28

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 $3.37T AUM 44.26% 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

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.