BRWA
DOCU

B. Riley Wealth Advisors’s DocuSign DOCU Stock Holding History

B. Riley Wealth 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
Q3 		– Sell
-2,701
Closed -$210K – 1101
2025
Q2 		$210K Sell
2,701
-649
-19% -$52.5K 0.01% 877
2025
Q1 		$273K Buy
3,350
+605
+22% +$53K 0.01% 1015
2024
Q4 		$247K Sell
2,745
-752
-22% -$60K 0.01% 949
2024
Q3 		$219K Sell
3,497
-5,032
-59% -$282K 0.01% 1097
2024
Q2 		$456K Sell
8,529
-5,363
-39% -$302K 0.01% 859
2024
Q1 		$583K Sell
13,892
-107
-0.8% -$6.04K 0.02% 722
2023
Q4 		$832K Buy
13,999
+107
+0.8% +$4.91K 0.02% 588
2023
Q3 		$583K Sell
13,892
-2,738
-16% -$134K 0.02% 722
2023
Q2 		$850K Sell
16,630
-5,280
-24% -$280K 0.02% 620
2023
Q1 		$1.28M Buy
21,910
+7,221
+49% +$431K 0.03% 468
2022
Q4 		$814K Sell
14,689
-2,394
-14% -$117K 0.02% 607
2022
Q3 		$914K Buy
17,083
+7,223
+73% +$453K 0.03% 529
2022
Q2 		$567K Sell
9,860
-5,016
-34% -$406K 0.02% 605
2022
Q1 		$1.59M Buy
14,876
+757
+5% +$86.9K 0.05% 348
2021
Q4 		$2.15M Sell
14,119
-507
-3% -$116K 0.06% 331
2021
Q3 		$3.77M Buy
14,626
+534
+4% +$154K 0.12% 188
2021
Q2 		$3.93M Sell
14,092
-2,021
-13% -$452K 0.13% 185
2021
Q1 		$3.27M Buy
16,113
+7,982
+98% +$1.85M 0.12% 202
2020
Q4 		$1.81M Buy
8,131
+791
+11% +$178K 0.1% 219
2020
Q3 		$1.52M Buy
7,340
+3,748
+104% +$778K 0.08% 246
2020
Q2 		$620K Buy
+3,592
New +$453K 0.04% 383
2019
Q1 		– Sell
-14,750
Closed -$592K – 750
2018
Q4 		$592K Sell
14,750
-1,700
-10% -$71.4K 0.08% 258
2018
Q3 		$865K Buy
+16,450
New +$933K 0.1% 214

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

B. Riley Wealth Advisors's DOCU Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 2,701 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in DOCU in Q3 2018 and held it in 23 quarters. The position peaked at $3.93M in Q2 2021. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,701 DocuSign shares in Q3 2025, an estimated $210K.
  • B. Riley Wealth Advisors first reported a position in DocuSign in Q3 2018 and held it in 23 quarters.
  • B. Riley Wealth Advisors's DocuSign position peaked at $3.93M in Q2 2021.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.