Atala Financial’s DocuSign DOCU Stock Holding History

Atala Financial’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	-135	Closed	-$11K	–	205
2025 Q1	$11K	Hold	135	–	–	0.01%	309
2024 Q4	$12.1K	Buy	+135	New	+$10.8K	0.01%	298

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

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 Baltimore, Maryland $865B AUM 30.76% 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

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

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

Atala Financial's DOCU Position: Q2 2025 in Review

Atala Financial sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 135 shares — an estimated $11K sold.

Atala Financial first reported a position in DOCU in Q4 2024 and held it in 2 quarters. The position peaked at $12.1K in Q4 2024. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Atala Financial reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 135 DocuSign shares in Q2 2025, an estimated $11K.
Atala Financial first reported a position in DocuSign in Q4 2024 and held it in 2 quarters.
Atala Financial's DocuSign position peaked at $12.1K in Q4 2024.
778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.