BA
DOCU

Bristlecone Advisors’s DocuSign DOCU Stock Holding History

Bristlecone 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
-5,132
Closed -$418K – 310
2025
Q1 		$418K Sell
5,132
-481
-9% -$42.1K 0.03% 210
2024
Q4 		$505K Buy
5,613
+59
+1% +$4.71K 0.04% 196
2024
Q3 		$345K Sell
5,554
-3
-0.1% -$168 0.03% 225
2024
Q2 		$297K Hold
5,557
– – 0.03% 236
2024
Q1 		$331K Sell
5,557
-284
-5% -$16K 0.03% 221
2023
Q4 		$347K Sell
5,841
-23
-0.4% -$1.05K 0.04% 208
2023
Q3 		$246K Sell
5,864
-97
-2% -$4.75K 0.03% 233
2023
Q2 		$305K Sell
5,961
-189
-3% -$10K 0.03% 218
2023
Q1 		$359K Sell
6,150
-742
-11% -$44.3K 0.04% 199
2022
Q4 		$382K Buy
6,892
+1,493
+28% +$72.7K 0.05% 192
2022
Q3 		$289K Buy
5,399
+38
+0.7% +$2.38K 0.04% 202
2022
Q2 		$308K Sell
5,361
-1,054
-16% -$85.3K 0.04% 202
2022
Q1 		$687K Buy
6,415
+1,652
+35% +$190K 0.08% 137
2021
Q4 		$725K Buy
4,763
+739
+18% +$168K 0.09% 143
2021
Q3 		$1.04M Sell
4,024
-20
-0.5% -$5.76K 0.14% 123
2021
Q2 		$1.13M Buy
4,044
+37
+0.9% +$8.27K 0.15% 116
2021
Q1 		$811K Buy
4,007
+553
+16% +$128K 0.12% 127
2020
Q4 		$768K Buy
3,454
+1,057
+44% +$237K 0.12% 125
2020
Q3 		$516K Buy
2,397
+1,111
+86% +$231K 0.09% 127
2020
Q2 		$221K Buy
+1,286
New +$162K 0.04% 154

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

Bristlecone Advisors's DOCU Position: Q2 2025 in Review

Bristlecone Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 5,132 shares — an estimated $418K sold.

Bristlecone Advisors first reported a position in DOCU in Q2 2020 and held it in 20 quarters. The position peaked at $1.13M in Q2 2021. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Bristlecone Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 5,132 DocuSign shares in Q2 2025, an estimated $418K.
  • Bristlecone Advisors first reported a position in DocuSign in Q2 2020 and held it in 20 quarters.
  • Bristlecone Advisors's DocuSign position peaked at $1.13M in Q2 2021.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

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