WIA
DOCU

Westbourne Investment Advisors’s DocuSign DOCU Stock Holding History

Westbourne Investment 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 		$3.56M Buy
80,120
+13,250
+20% +$621K 0.98% 29
2026
Q1 		$3.17M Buy
66,870
+8,348
+14% +$427K 0.92% 30
2025
Q4 		$4M Buy
58,522
+7,877
+16% +$545K 1.1% 29
2025
Q3 		$3.65M Buy
50,645
+4,446
+10% +$343K 1.02% 27
2025
Q2 		$3.6M Buy
46,199
+203
+0.4% +$16.4K 1.09% 27
2025
Q1 		$3.74M Buy
45,996
+161
+0.4% +$14.1K 1.33% 28
2024
Q4 		$4.12M Sell
45,835
-3,455
-7% -$276K 1.41% 26
2024
Q3 		$3.06M Buy
49,290
+1,476
+3% +$82.7K 1.07% 30
2024
Q2 		$2.56M Sell
47,814
-48
-0.1% -$2.71K 0.93% 31
2024
Q1 		$2.85M Buy
47,862
+5,259
+12% +$297K 1.05% 30
2023
Q4 		$2.53M Buy
42,603
+1,560
+4% +$71.5K 1.01% 30
2023
Q3 		$1.72M Buy
41,043
+6,525
+19% +$320K 0.79% 32
2023
Q2 		$1.76M Buy
34,518
+3,703
+12% +$196K 0.79% 32
2023
Q1 		$1.8M Sell
30,815
-145
-0.5% -$8.65K 0.87% 32
2022
Q4 		$1.72M Buy
30,960
+3,106
+11% +$151K 0.87% 34
2022
Q3 		$1.49M Buy
27,854
+3,036
+12% +$190K 0.79% 35
2022
Q2 		$1.42M Buy
+24,818
New +$2.01M 0.88% 33

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

Westbourne Investment Advisors's DOCU Position: Q2 2026 in Review

Westbourne Investment Advisors increased its DocuSign (DOCU) stake by 20% in Q2 2026, buying an estimated $621K and bringing the position to 80,120 shares worth $3.56M. The position accounts for 0.98% of the portfolio, ranked #29.

Westbourne Investment Advisors first reported a position in DOCU in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.12M in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Westbourne Investment Advisors held 80,120 shares of DocuSign worth $3.56M as of Q2 2026.
  • Westbourne Investment Advisors bought 13,250 DocuSign shares in Q2 2026, an estimated $621K.
  • DocuSign made up 0.98% of Westbourne Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Westbourne Investment Advisors first reported a position in DocuSign in Q2 2022 and has held it in 17 quarters since.
  • Westbourne Investment Advisors's DocuSign position peaked at $4.12M in Q4 2024.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.