SLAM
DOCU

Swiss Life Asset Management’s DocuSign DOCU Stock Holding History

Swiss Life Asset Management’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 		$911K Sell
20,513
-1,091
-5% -$51.1K ﹤0.01% 731
2026
Q1 		$1.02M Sell
21,604
-18,105
-46% -$926K 0.01% 653
2025
Q4 		$2.72M Sell
39,709
-11,690
-23% -$808K 0.01% 517
2025
Q3 		$3.71M Sell
51,399
-17,260
-25% -$1.33M 0.02% 464
2025
Q2 		$5.35M Buy
68,659
+27,304
+66% +$2.21M 0.03% 359
2025
Q1 		$3.37M Sell
41,355
-33,390
-45% -$2.92M 0.02% 402
2024
Q4 		$6.72M Sell
74,745
-22,603
-23% -$1.8M 0.05% 265
2024
Q3 		$6.04M Buy
97,348
+66,738
+218% +$3.74M 0.07% 239
2024
Q2 		$1.64M Sell
30,610
-49,393
-62% -$2.79M 0.02% 403
2024
Q1 		$4.76M Buy
80,003
+72,612
+982% +$4.1M 0.07% 240
2023
Q4 		$440K Sell
7,391
-2,515
-25% -$115K 0.01% 587
2023
Q3 		$416K Sell
9,906
-219
-2% -$10.7K 0.01% 585
2023
Q2 		$518K Sell
10,125
-4,514
-31% -$239K 0.01% 565
2023
Q1 		$854K Sell
14,639
-98,406
-87% -$5.87M 0.01% 547
2022
Q4 		$6.27M Buy
113,045
+46,978
+71% +$2.29M 0.1% 233
2022
Q3 		$3.53M Buy
66,067
+58,310
+752% +$3.66M 0.06% 328
2022
Q2 		$446K Buy
7,757
+2,653
+52% +$215K 0.01% 537
2022
Q1 		$547K Buy
+5,104
New +$586K 0.01% 512
2020
Q4 		– Sell
-1,020
Closed -$220K – 502
2020
Q3 		$220K Buy
+1,020
New +$212K ﹤0.01% 466

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 $3.38T AUM 44.17% 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

Swiss Life Asset Management's DOCU Position: Q2 2026 in Review

Swiss Life Asset Management reduced its DocuSign (DOCU) stake by 5% in Q2 2026, selling an estimated $51.1K and leaving 20,513 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Swiss Life Asset Management first reported a position in DOCU in Q3 2020 and has held it in 19 quarters since. The position peaked at $6.72M in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Swiss Life Asset Management held 20,513 shares of DocuSign worth $911K as of Q2 2026.
  • Swiss Life Asset Management sold 1,091 DocuSign shares in Q2 2026, an estimated $51.1K.
  • DocuSign made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #731 holding.
  • Swiss Life Asset Management first reported a position in DocuSign in Q3 2020 and has held it in 19 quarters since.
  • Swiss Life Asset Management's DocuSign position peaked at $6.72M in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.