UFF
DOCU

USA Financial Formulas’s DocuSign DOCU Stock Holding History

USA Financial Formulas’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 		$489 Hold
11
– – ﹤0.01% 385
2026
Q1 		$522 Buy
11
+4
+57% +$205 ﹤0.01% 381
2025
Q4 		$479 Buy
+7
New +$484 ﹤0.01% 386

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

USA Financial Formulas's DOCU Position: Q2 2026 in Review

USA Financial Formulas held its DocuSign (DOCU) position steady in Q2 2026 at 11 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #385.

USA Financial Formulas first reported a position in DOCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $522 in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • USA Financial Formulas held 11 shares of DocuSign worth $489 as of Q2 2026.
  • USA Financial Formulas left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #385 holding.
  • USA Financial Formulas first reported a position in DocuSign in Q4 2025 and has held it in 3 quarters since.
  • USA Financial Formulas's DocuSign position peaked at $522 in Q1 2026.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.