CP
DOCU

Castleview Partners’s DocuSign DOCU Stock Holding History

Castleview Partners’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
Q1 		– Sell
-1,233
Closed -$111K – 273
2024
Q4 		$111K Sell
1,233
-156
-11% -$12.5K 0.06% 244
2024
Q3 		$86.3K Buy
1,389
+1,359
+4,530% +$76.2K 0.05% 248
2024
Q2 		$1.6K Buy
30
+20
+200% +$1.13K ﹤0.01% 764
2024
Q1 		$596 Sell
10
-759
-99% -$42.9K ﹤0.01% 828
2023
Q4 		$45.7K Buy
769
+759
+7,590% +$34.8K 0.03% 308
2023
Q3 		$420 Sell
10
-3,510
-100% -$172K ﹤0.01% 641
2023
Q2 		$180K Buy
3,520
+1,000
+40% +$53K 0.16% 125
2023
Q1 		$147K Buy
2,520
+22
+0.9% +$1.31K 0.13% 144
2022
Q4 		$138K Buy
2,498
+77
+3% +$3.75K 0.13% 141
2022
Q3 		$129K Buy
2,421
+2,417
+60,425% +$152K 0.12% 154
2022
Q2 		$981 Sell
4
-2,338
-100% -$189K ﹤0.01% 692
2022
Q1 		$250K Buy
+2,342
New +$269K 0.16% 134

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Castleview Partners's DOCU Position: Q1 2025 in Review

Castleview Partners sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 1,233 shares — an estimated $111K sold.

Castleview Partners first reported a position in DOCU in Q1 2022 and held it in 12 quarters. The position peaked at $250K in Q1 2022. 810 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Castleview Partners reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,233 DocuSign shares in Q1 2025, an estimated $111K.
  • Castleview Partners first reported a position in DocuSign in Q1 2022 and held it in 12 quarters.
  • Castleview Partners's DocuSign position peaked at $250K in Q1 2022.
  • 810 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.