AIA
DOCU

Affinity Investment Advisors’s DocuSign DOCU Stock Holding History

Affinity 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
2025
Q2 		– Sell
-9,598
Closed -$781K – 143
2025
Q1 		$781K Buy
9,598
+1,556
+19% +$136K 0.64% 56
2024
Q4 		$723K Sell
8,042
-2,071
-20% -$165K 0.6% 63
2024
Q3 		$628K Hold
10,113
– – 0.43% 81
2024
Q2 		$541K Buy
+10,113
New +$570K 0.41% 83

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
American Century Companies
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affinity Investment Advisors's DOCU Position: Q2 2025 in Review

Affinity Investment Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 9,598 shares — an estimated $781K sold.

Affinity Investment Advisors first reported a position in DOCU in Q2 2024 and held it in 4 quarters. The position peaked at $781K in Q1 2025. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Affinity Investment Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 9,598 DocuSign shares in Q2 2025, an estimated $781K.
  • Affinity Investment Advisors first reported a position in DocuSign in Q2 2024 and held it in 4 quarters.
  • Affinity Investment Advisors's DocuSign position peaked at $781K in Q1 2025.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Affinity Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.