SC
DOCU

Swan Capital’s DocuSign DOCU Stock Holding History

Swan Capital’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 		$14K Hold
315
– – ﹤0.01% 173
2026
Q1 		$14.9K Hold
315
– – 0.01% 159
2025
Q4 		$21.5K Hold
315
– – 0.01% 122
2025
Q3 		$22.7K Buy
315
+15
+5% +$1.16K 0.01% 115
2025
Q2 		$23.4K Hold
300
– – 0.01% 106
2025
Q1 		$24.4K Hold
300
– – 0.01% 90
2024
Q4 		$27K Hold
300
– – 0.01% 84
2024
Q3 		$18.6K Hold
300
– – 0.01% 104
2024
Q2 		$16.1K Buy
+300
New +$16.9K 0.01% 108

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

Swan Capital's DOCU Position: Q2 2026 in Review

Swan Capital held its DocuSign (DOCU) position steady in Q2 2026 at 315 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Swan Capital first reported a position in DOCU in Q2 2024 and has held it in 9 quarters since. The position peaked at $27K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Swan Capital held 315 shares of DocuSign worth $14K as of Q2 2026.
  • Swan Capital left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #173 holding.
  • Swan Capital first reported a position in DocuSign in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's DocuSign position peaked at $27K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.