AWM
DOCU

Ariadne Wealth Management’s DocuSign DOCU Stock Holding History

Ariadne Wealth 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
Q2 		– Sell
-4,110
Closed -$342K – 236
2025
Q1 		$342K Sell
4,110
-11
-0.3% -$963 0.18% 127
2024
Q4 		$374K Buy
4,121
+194
+5% +$15.5K 0.17% 119
2024
Q3 		$300K Buy
+3,927
New +$220K 0.16% 129

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

Ariadne Wealth Management's DOCU Position: Q2 2025 in Review

Ariadne Wealth Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 4,110 shares — an estimated $342K sold.

Ariadne Wealth Management first reported a position in DOCU in Q3 2024 and held it in 3 quarters. The position peaked at $374K in Q4 2024. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Ariadne Wealth Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Ariadne Wealth Management sold 4,110 DocuSign shares in Q2 2025, an estimated $342K.
  • Ariadne Wealth Management first reported a position in DocuSign in Q3 2024 and held it in 3 quarters.
  • Ariadne Wealth Management's DocuSign position peaked at $374K in Q4 2024.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Ariadne Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.