TF
DOCU

Trek Financial’s DocuSign DOCU Stock Holding History

Trek Financial’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 		$7.63M Buy
+171,737
New +$8.05M 0.38% 76

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

Trek Financial's DOCU Position: Q2 2026 in Review

Trek Financial opened a new position in DocuSign (DOCU) in Q2 2026: 171,737 shares worth $7.63M. The stake represents 0.38% of the portfolio and ranks #76 among its holdings.

670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Trek Financial held 171,737 shares of DocuSign worth $7.63M as of Q2 2026.
  • DocuSign was a new Trek Financial position in Q2 2026.
  • DocuSign made up 0.38% of Trek Financial's portfolio in Q2 2026, its #76 holding.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.