Adero Partners’s DocuSign DOCU Stock Holding History

Adero 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
2025 Q1	$263K	Buy	3,231 +212	+7%	+$18.6K	0.02%	197
2024 Q4	$272K	Buy	+3,019	New	+$241K	0.02%	183
2022 Q2	–	Sell	-2,973	Closed	-$318K	–	155
2022 Q1	$318K	Buy	2,973 +23	+0.8%	+$2.64K	0.05%	123
2021 Q4	$449K	Sell	2,950 -30	-1%	-$6.84K	0.07%	107
2021 Q3	$767K	Buy	2,980 +29	+1%	+$8.36K	0.14%	71
2021 Q2	$825K	Buy	2,951 +22	+0.8%	+$4.92K	0.19%	58
2021 Q1	$593K	Buy	+2,929	New	+$679K	0.27%	58
2020 Q4	–	Sell	-1,957	Closed	-$421K	–	87
2020 Q3	$421K	Buy	1,957 +486	+33%	+$101K	0.34%	55
2020 Q2	$253K	Buy	+1,471	New	+$185K	0.26%	61

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Adero Partners's DOCU Position: Q1 2025 in Review

Adero Partners increased its DocuSign (DOCU) stake by 7% in Q1 2025, buying an estimated $18.6K and bringing the position to 3,231 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #197.

Adero Partners first reported a position in DOCU in Q2 2020 and has held it in 9 quarters since. The position peaked at $825K in Q2 2021. 807 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Adero Partners held 3,231 shares of DocuSign worth $263K as of Q1 2025.
Adero Partners bought 212 DocuSign shares in Q1 2025, an estimated $18.6K.
DocuSign made up 0.02% of Adero Partners's portfolio in Q1 2025, its #197 holding.
Adero Partners first reported a position in DocuSign in Q2 2020 and has held it in 9 quarters since.
Adero Partners's DocuSign position peaked at $825K in Q2 2021.
807 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.