Brown Advisory

Brown Advisory’s DocuSign DOCU Stock Holding History

Brown Advisory’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	-3,507	Closed	-$285K	–	1373
2025 Q1	$285K	Buy	+3,507	New	+$307K	﹤0.01%	1149
2023 Q2	–	Sell	-5,084	Closed	-$296K	–	1194
2023 Q1	$296K	Buy	+5,084	New	+$303K	﹤0.01%	1032
2022 Q2	–	Sell	-3,289	Closed	-$352K	–	1116
2022 Q1	$352K	Sell	3,289 -67,072	-95%	-$7.7M	﹤0.01%	929
2021 Q4	$10.7M	Buy	70,361 +68,255	+3,241%	+$15.6M	0.01%	387
2021 Q3	$542K	Sell	2,106 -696	-25%	-$201K	﹤0.01%	810
2021 Q2	$784K	Sell	2,802 -173	-6%	-$38.7K	﹤0.01%	762
2021 Q1	$603K	Buy	2,975 +350	+13%	+$81.2K	﹤0.01%	806
2020 Q4	$584K	Buy	2,625 +1,518	+137%	+$341K	﹤0.01%	755
2020 Q3	$238K	Buy	+1,107	New	+$230K	﹤0.01%	864
2019 Q2	–	Sell	-57,718	Closed	-$2.99M	–	1084
2019 Q1	$2.99M	Buy	57,718 +8,798	+18%	+$449K	0.01%	549
2018 Q4	$1.96M	Buy	48,920 +7,133	+17%	+$300K	0.01%	601
2018 Q3	$2.2M	Hold	41,787	–	–	0.01%	624
2018 Q2	$2.21M	Buy	+41,787	New	+$2.11M	0.01%	601

Other funds holding DOCU

BlackRock New York $5.7T 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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