Burney Company’s DocuSign DOCU Stock Holding History

Burney Company’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
2026 Q1	$3.39M	Sell	71,521 -45,007	-39%	-$2.3M	0.11%	167
2025 Q4	$7.97M	Sell	116,528 -5,297	-4%	-$366K	0.25%	88
2025 Q3	$8.78M	Sell	121,825 -9,440	-7%	-$727K	0.28%	89
2025 Q2	$10.2M	Sell	131,265 -11,008	-8%	-$891K	0.35%	68
2025 Q1	$11.6M	Sell	142,273 -58,373	-29%	-$5.11M	0.42%	66
2024 Q4	$18M	Buy	200,646 +7,364	+4%	+$588K	0.64%	37
2024 Q3	$12M	Sell	193,282 -14,054	-7%	-$788K	0.43%	64
2024 Q2	$11.1M	Buy	207,336 +19,095	+10%	+$1.08M	0.42%	65
2024 Q1	$11.2M	Buy	188,241 +120,558	+178%	+$6.81M	0.43%	58
2023 Q4	$4.02M	Sell	67,683 -31,761	-32%	-$1.46M	0.17%	152
2023 Q3	$4.18M	Buy	99,444 +1,066	+1%	+$52.3K	0.2%	136
2023 Q2	$5.03M	Buy	98,378 +5,246	+6%	+$278K	0.23%	111
2023 Q1	$5.43M	Buy	+93,132	New	+$5.56M	0.27%	105
2021 Q4	–	Sell	-832	Closed	-$214K	–	586
2021 Q3	$214K	Buy	832 +50	+6%	+$14.4K	0.01%	545
2021 Q2	$219K	Buy	+782	New	+$175K	0.01%	558

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return