Burns Matteson Capital Management’s DocuSign DOCU Stock Holding History

Burns Matteson Capital Management’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 Q4	–	Sell	-5,501	Closed	-$397K	–	210
2025 Q3	$397K	Sell	5,501 -16	-0.3%	-$1.23K	0.16%	116
2025 Q2	$430K	Sell	5,517 -245	-4%	-$19.8K	0.21%	103
2025 Q1	$469K	Buy	5,762 +18	+0.3%	+$1.58K	0.25%	75
2024 Q4	$517K	Buy	+5,744	New	+$459K	0.29%	67
2021 Q4	–	Sell	-837	Closed	-$215K	–	136
2021 Q3	$215K	Buy	+837	New	+$241K	0.16%	113

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Burns Matteson Capital Management's DOCU Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 5,501 shares — an estimated $397K sold.

Burns Matteson Capital Management first reported a position in DOCU in Q3 2021 and held it in 5 quarters. The position peaked at $517K in Q4 2024. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Burns Matteson Capital Management reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 5,501 DocuSign shares in Q4 2025, an estimated $397K.
Burns Matteson Capital Management first reported a position in DocuSign in Q3 2021 and held it in 5 quarters.
Burns Matteson Capital Management's DocuSign position peaked at $517K in Q4 2024.
790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.