ZIM
DOCU

Zacks Investment Management’s DocuSign DOCU Stock Holding History

Zacks Investment Management’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 		$2.53M Buy
56,934
+2,104
+4% +$98.6K 0.02% 343
2026
Q1 		$2.6M Buy
54,830
+4,939
+10% +$253K 0.02% 319
2025
Q4 		$3.41M Buy
49,891
+28,135
+129% +$1.95M 0.03% 278
2025
Q3 		$1.57M Buy
+21,756
New +$1.68M 0.01% 364
2025
Q2 		– Sell
-7,467
Closed -$608K – 716
2025
Q1 		$608K Sell
7,467
-24,762
-77% -$2.17M 0.01% 452
2024
Q4 		$2.9M Buy
32,229
+5,824
+22% +$465K 0.03% 290
2024
Q3 		$1.64M Sell
26,405
-25,099
-49% -$1.41M 0.01% 370
2024
Q2 		$2.76M Sell
51,504
-13,328
-21% -$752K 0.03% 250
2024
Q1 		$3.86M Sell
64,832
-33,708
-34% -$1.9M 0.04% 229
2023
Q4 		$5.86M Buy
+98,540
New +$4.52M 0.07% 177
2023
Q2 		– Sell
-114,039
Closed -$6.65M – 662
2023
Q1 		$6.65M Buy
114,039
+81,100
+246% +$4.84M 0.09% 161
2022
Q4 		$1.83M Sell
32,939
-46,851
-59% -$2.28M 0.03% 289
2022
Q3 		$4.27M Sell
79,790
-243
-0.3% -$15.2K 0.07% 190
2022
Q2 		$4.59M Buy
80,033
+2,338
+3% +$189K 0.07% 172
2022
Q1 		$8.32M Buy
+77,695
New +$8.92M 0.12% 148
2021
Q4 		– Sell
-1,155
Closed -$297K – 632
2021
Q3 		$297K Buy
1,155
+126
+12% +$36.3K ﹤0.01% 520
2021
Q2 		$288K Buy
+1,029
New +$230K ﹤0.01% 522

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

Zacks Investment Management's DOCU Position: Q2 2026 in Review

Zacks Investment Management increased its DocuSign (DOCU) stake by 3.8% in Q2 2026, buying an estimated $98.6K and bringing the position to 56,934 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #343.

Zacks Investment Management first reported a position in DOCU in Q2 2021 and has held it in 17 quarters since. The position peaked at $8.32M in Q1 2022. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Zacks Investment Management held 56,934 shares of DocuSign worth $2.53M as of Q2 2026.
  • Zacks Investment Management bought 2,104 DocuSign shares in Q2 2026, an estimated $98.6K.
  • DocuSign made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #343 holding.
  • Zacks Investment Management first reported a position in DocuSign in Q2 2021 and has held it in 17 quarters since.
  • Zacks Investment Management's DocuSign position peaked at $8.32M in Q1 2022.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.