STA
DOCU

Summit Trail Advisors’s DocuSign DOCU Stock Holding History

Summit Trail 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 		$1.81M Sell
40,838
-15,835
-28% -$742K 0.02% 669
2026
Q1 		$2.69M Buy
56,673
+21,238
+60% +$1.09M 0.04% 359
2025
Q4 		$2.42M Buy
35,435
+2,991
+9% +$207K 0.04% 309
2025
Q3 		$2.34M Buy
32,444
+11,522
+55% +$888K 0.03% 368
2025
Q2 		$1.63M Buy
+20,922
New +$1.69M 0.03% 319
2024
Q4 		– Sell
-10,812
Closed -$671K – 491
2024
Q3 		$671K Sell
10,812
-1,633
-13% -$91.5K 0.02% 337
2024
Q2 		$666K Buy
12,445
+154
+1% +$8.69K 0.02% 313
2024
Q1 		$732K Buy
12,291
+932
+8% +$52.6K 0.02% 265
2023
Q4 		$675K Sell
11,359
-934
-8% -$42.8K 0.02% 231
2023
Q3 		$516K Buy
12,293
+335
+3% +$16.4K 0.02% 265
2023
Q2 		$611K Buy
11,958
+343
+3% +$18.2K 0.02% 227
2023
Q1 		$677K Sell
11,615
-32,143
-73% -$1.92M 0.03% 178
2022
Q4 		$2.43M Buy
43,758
+77
+0.2% +$3.75K 0.11% 67
2022
Q3 		$2.34M Sell
43,681
-118
-0.3% -$7.4K 0.13% 64
2022
Q2 		$2.51M Sell
43,799
-50,405
-54% -$4.08M 0.16% 68
2022
Q1 		$10.1M Sell
94,204
-350
-0.4% -$40.2K 0.82% 25
2021
Q4 		$14.4M Sell
94,554
-3,785
-4% -$863K 0.93% 30
2021
Q3 		$25.3M Buy
98,339
+4,226
+4% +$1.22M 1.9% 11
2021
Q2 		$26.3M Sell
94,113
-10,561
-10% -$2.36M 2.3% 9
2021
Q1 		$21.2M Buy
104,674
+103,077
+6,454% +$23.9M 2.29% 10
2020
Q4 		$355K Sell
1,597
-374
-19% -$84K 0.04% 133
2020
Q3 		$419K Buy
+1,971
New +$409K 0.08% 119
2019
Q4 		– Sell
-24,598
Closed -$1.52M – 80
2019
Q3 		$1.52M Sell
24,598
-430
-2% -$22.5K 0.54% 26
2019
Q2 		$1.24M Hold
25,028
– – 0.54% 28
2019
Q1 		$1.3M Buy
+25,028
New +$1.28M 0.56% 23

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 Trail Advisors's DOCU Position: Q2 2026 in Review

Summit Trail Advisors reduced its DocuSign (DOCU) stake by 28% in Q2 2026, selling an estimated $742K and leaving 40,838 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #669.

Summit Trail Advisors first reported a position in DOCU in Q1 2019 and has held it in 25 quarters since. The position peaked at $26.3M in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Summit Trail Advisors held 40,838 shares of DocuSign worth $1.81M as of Q2 2026.
  • Summit Trail Advisors sold 15,835 DocuSign shares in Q2 2026, an estimated $742K.
  • DocuSign made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #669 holding.
  • Summit Trail Advisors first reported a position in DocuSign in Q1 2019 and has held it in 25 quarters since.
  • Summit Trail Advisors's DocuSign position peaked at $26.3M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.