Vontobel Holding
DOCU

Vontobel Holding’s DocuSign DOCU Stock Holding History

Vontobel Holding’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 		– Sell
-4,712
Closed -$223K – 1492
2026
Q1 		$223K Sell
4,712
-2,089
-31% -$107K ﹤0.01% 1082
2025
Q4 		$465K Buy
6,801
+142
+2% +$9.82K ﹤0.01% 1011
2025
Q3 		$480K Buy
6,659
+24
+0.4% +$1.85K ﹤0.01% 959
2025
Q2 		$517K Sell
6,635
-915
-12% -$74K ﹤0.01% 886
2025
Q1 		$615K Sell
7,550
-6,578
-47% -$576K ﹤0.01% 720
2024
Q4 		$1.27M Sell
14,128
-53,268
-79% -$4.25M ﹤0.01% 533
2024
Q3 		$4.18M Buy
67,396
+42
+0.1% +$2.35K 0.01% 346
2024
Q2 		$3.6M Buy
67,354
+6,256
+10% +$353K 0.01% 352
2024
Q1 		$3.64M Buy
61,098
+42,165
+223% +$2.38M 0.03% 360
2023
Q4 		$1.13M Sell
18,933
-9,890
-34% -$454K 0.01% 562
2023
Q3 		$1.21M Buy
28,823
+3,209
+13% +$157K 0.01% 543
2023
Q2 		$1.31M Buy
25,614
+2,832
+12% +$150K 0.01% 525
2023
Q1 		$1.33M Sell
22,782
-252
-1% -$15K 0.01% 516
2022
Q4 		$1.22M Sell
23,034
-355
-2% -$17.3K 0.01% 525
2022
Q3 		$1.25M Sell
23,389
-10,819
-32% -$678K 0.01% 495
2022
Q2 		$2.09M Sell
34,208
-29,746
-47% -$2.41M 0.02% 384
2022
Q1 		$6.9M Buy
63,954
+10,264
+19% +$1.18M 0.06% 243
2021
Q4 		$8.33M Buy
53,690
+5,330
+11% +$1.22M 0.07% 210
2021
Q3 		$12.4M Buy
48,360
+22,459
+87% +$6.47M 0.11% 157
2021
Q2 		$7.37M Buy
25,901
+7,427
+40% +$1.66M 0.06% 217
2021
Q1 		$3.74M Buy
18,474
+4,712
+34% +$1.09M 0.03% 297
2020
Q4 		$3.43M Buy
+13,762
New +$3.09M 0.02% 326

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

Vontobel Holding's DOCU Position: Q2 2026 in Review

Vontobel Holding sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 4,712 shares — an estimated $223K sold.

Vontobel Holding first reported a position in DOCU in Q4 2020 and held it in 22 quarters. The position peaked at $12.4M in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Vontobel Holding reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Vontobel Holding sold 4,712 DocuSign shares in Q2 2026, an estimated $223K.
  • Vontobel Holding first reported a position in DocuSign in Q4 2020 and held it in 22 quarters.
  • Vontobel Holding's DocuSign position peaked at $12.4M in Q3 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.