VIP
DOCU

Vista Investment Partners’s DocuSign DOCU Stock Holding History

Vista Investment Partners’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 		$751K Buy
16,902
+4,702
+39% +$220K 0.19% 96
2026
Q1 		$578K Buy
+12,200
New +$624K 0.15% 112

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Vista Investment Partners's DOCU Position: Q2 2026 in Review

Vista Investment Partners increased its DocuSign (DOCU) stake by 39% in Q2 2026, buying an estimated $220K and bringing the position to 16,902 shares worth $751K. The position accounts for 0.19% of the portfolio, ranked #96.

Vista Investment Partners first reported a position in DOCU in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Vista Investment Partners held 16,902 shares of DocuSign worth $751K as of Q2 2026.
  • Vista Investment Partners bought 4,702 DocuSign shares in Q2 2026, an estimated $220K.
  • DocuSign made up 0.19% of Vista Investment Partners's portfolio in Q2 2026, its #96 holding.
  • Vista Investment Partners first reported a position in DocuSign in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.