BCA
DOCU

Bay Colony Advisors’s DocuSign DOCU Stock Holding History

Bay Colony 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
-2,769
Closed -$230K – 481
2025
Q1 		$230K Buy
+2,769
New +$243K 0.04% 387
2021
Q4 		– Sell
-1,505
Closed -$387K – 369
2021
Q3 		$387K Buy
1,505
+308
+26% +$88.7K 0.13% 195
2021
Q2 		$335K Buy
1,197
+115
+11% +$25.7K 0.11% 228
2021
Q1 		$219K Sell
1,082
-190
-15% -$44.1K 0.08% 294
2020
Q4 		$283K Buy
1,272
+92
+8% +$20.7K 0.15% 199
2020
Q3 		$254K Buy
+1,180
New +$245K 0.16% 185
2018
Q3 		– Sell
-70
Closed -$4K – 366
2018
Q2 		$4K Buy
+70
New +$3.53K ﹤0.01% 799

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Colony Advisors's DOCU Position: Q2 2025 in Review

Bay Colony Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,769 shares — an estimated $230K sold.

Bay Colony Advisors first reported a position in DOCU in Q2 2018 and held it in 7 quarters. The position peaked at $387K in Q3 2021. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Bay Colony Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 2,769 DocuSign shares in Q2 2025, an estimated $230K.
  • Bay Colony Advisors first reported a position in DocuSign in Q2 2018 and held it in 7 quarters.
  • Bay Colony Advisors's DocuSign position peaked at $387K in Q3 2021.
  • 781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Bay Colony Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.