Carrera Capital Advisors’s DocuSign DOCU Stock Holding History

Carrera Capital 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 Q3	–	Sell	-37,332	Closed	-$2.91M	–	156
2025 Q2	$2.91M	Buy	37,332 +24,801	+198%	+$2.01M	0.59%	34
2025 Q1	$1.02M	Buy	12,531 +366	+3%	+$32.1K	0.23%	78
2024 Q4	$1.09M	Buy	12,165 +1,434	+13%	+$115K	0.26%	68
2024 Q3	$666K	Buy	+10,731	New	+$601K	0.16%	66

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 $3.37T AUM 44.26% 1-Year Est. Return

JCAM

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

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

Carrera Capital Advisors's DOCU Position: Q3 2025 in Review

Carrera Capital Advisors sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 37,332 shares — an estimated $2.91M sold.

Carrera Capital Advisors first reported a position in DOCU in Q3 2024 and held it in 4 quarters. The position peaked at $2.91M in Q2 2025. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

Carrera Capital Advisors reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
Carrera Capital Advisors sold 37,332 DocuSign shares in Q3 2025, an estimated $2.91M.
Carrera Capital Advisors first reported a position in DocuSign in Q3 2024 and held it in 4 quarters.
Carrera Capital Advisors's DocuSign position peaked at $2.91M in Q2 2025.
815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Carrera Capital Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.