AAM
DOCU

Advisors Asset Management’s DocuSign DOCU Stock Holding History

Advisors Asset 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
2025
Q4 		– Sell
-246
Closed -$17.7K – 1455
2025
Q3 		$17.7K Sell
246
-66
-21% -$5.09K ﹤0.01% 1364
2025
Q2 		$24.3K Sell
312
-10
-3% -$809 ﹤0.01% 1335
2025
Q1 		$26.2K Sell
322
-2
-0.6% -$175 ﹤0.01% 1343
2024
Q4 		$29.1K Buy
324
+62
+24% +$4.95K ﹤0.01% 1354
2024
Q3 		$16.3K Buy
+262
New +$14.7K ﹤0.01% 1384
2023
Q1 		– Sell
-911
Closed -$50.5K – 1460
2022
Q4 		$50.5K Sell
911
-1,056
-54% -$51.4K ﹤0.01% 1338
2022
Q3 		$105K Sell
1,967
-598
-23% -$37.5K ﹤0.01% 1252
2022
Q2 		$147K Sell
2,565
-1,673
-39% -$135K ﹤0.01% 1221
2022
Q1 		$454K Sell
4,238
-3,266
-44% -$375K 0.01% 1040
2021
Q4 		$1.14M Sell
7,504
-4,617
-38% -$1.05M 0.02% 794
2021
Q3 		$3.12M Sell
12,121
-417
-3% -$120K 0.05% 432
2021
Q2 		$3.5M Buy
12,538
+56
+0.4% +$12.5K 0.05% 377
2021
Q1 		$2.53M Buy
12,482
+1,646
+15% +$382K 0.04% 500
2020
Q4 		$2.41M Buy
10,836
+2,097
+24% +$471K 0.04% 471
2020
Q3 		$1.88M Sell
8,739
-70
-0.8% -$14.5K 0.03% 488
2020
Q2 		$1.52M Buy
8,809
+943
+12% +$119K 0.03% 561
2020
Q1 		$727K Buy
7,866
+1,100
+16% +$88.5K 0.02% 707
2019
Q4 		$501K Sell
6,766
-92
-1% -$6.32K 0.01% 979
2019
Q3 		$425K Buy
6,858
+255
+4% +$13.4K 0.01% 1020
2019
Q2 		$328K Buy
6,603
+113
+2% +$6.03K 0.01% 1091
2019
Q1 		$336K Buy
+6,490
New +$331K 0.01% 1199

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisors Asset Management's DOCU Position: Q4 2025 in Review

Advisors Asset Management sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 246 shares — an estimated $17.7K sold.

Advisors Asset Management first reported a position in DOCU in Q1 2019 and held it in 21 quarters. The position peaked at $3.5M in Q2 2021. 783 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Advisors Asset Management reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Advisors Asset Management sold 246 DocuSign shares in Q4 2025, an estimated $17.7K.
  • Advisors Asset Management first reported a position in DocuSign in Q1 2019 and held it in 21 quarters.
  • Advisors Asset Management's DocuSign position peaked at $3.5M in Q2 2021.
  • 783 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.