Callan Family Office’s DocuSign DOCU Stock Holding History

Callan Family Office’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 Q3	–	Sell	-3,086	Closed	-$240K	–	878
2025 Q2	$240K	Buy	+3,086	New	+$250K	0.01%	840

Other funds holding DOCU

BlackRock New York $5.72T 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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Callan Family Office's DOCU Position: Q3 2025 in Review

Callan Family Office sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 3,086 shares — an estimated $240K sold.

Callan Family Office first reported a position in DOCU in Q2 2025 and held it in 1 quarter. The position peaked at $240K in Q2 2025. 812 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

Callan Family Office reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
Callan Family Office sold 3,086 DocuSign shares in Q3 2025, an estimated $240K.
Callan Family Office first reported a position in DocuSign in Q2 2025 and held it in 1 quarter.
Callan Family Office's DocuSign position peaked at $240K in Q2 2025.
812 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.