WA
DOCU

Waverly Advisors’s DocuSign DOCU Stock Holding History

Waverly Advisors’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 		$379K Buy
8,528
+4,257
+100% +$200K ﹤0.01% 1297
2026
Q1 		$202K Buy
+4,271
New +$219K ﹤0.01% 1490
2025
Q3 		– Sell
-2,662
Closed -$207K – 1292
2025
Q2 		$207K Buy
2,662
+2
+0.1% +$162 ﹤0.01% 1107
2025
Q1 		$217K Buy
2,660
+88
+3% +$7.71K ﹤0.01% 1034
2024
Q4 		$231K Sell
2,572
-2,793
-52% -$223K ﹤0.01% 894
2024
Q3 		$333K Sell
5,365
-32,758
-86% -$1.84M 0.01% 660
2024
Q2 		$2.04M Sell
38,123
-526
-1% -$29.7K 0.04% 317
2024
Q1 		$2.3M Sell
38,649
-1,252
-3% -$70.7K 0.05% 235
2023
Q4 		$2.37M Buy
39,901
+1,019
+3% +$46.7K 0.09% 130
2023
Q3 		$1.63M Buy
+38,882
New +$1.91M 0.07% 154

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

Waverly Advisors's DOCU Position: Q2 2026 in Review

Waverly Advisors increased its DocuSign (DOCU) stake by 100% in Q2 2026, buying an estimated $200K and bringing the position to 8,528 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Waverly Advisors first reported a position in DOCU in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.37M in Q4 2023. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Waverly Advisors held 8,528 shares of DocuSign worth $379K as of Q2 2026.
  • Waverly Advisors bought 4,257 DocuSign shares in Q2 2026, an estimated $200K.
  • DocuSign made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1297 holding.
  • Waverly Advisors first reported a position in DocuSign in Q3 2023 and has held it in 10 quarters since.
  • Waverly Advisors's DocuSign position peaked at $2.37M in Q4 2023.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.