CAM
DOCU

Close Asset Management’s DocuSign DOCU Stock Holding History

Close Asset 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
Q3 		– Sell
-125
Closed -$10K – 277
2025
Q2 		$10K Hold
125
– – ﹤0.01% 218
2025
Q1 		$10K Buy
+125
New +$10.9K ﹤0.01% 214
2021
Q4 		– Sell
-70
Closed -$18K – 208
2021
Q3 		$18K Hold
70
– – ﹤0.01% 171
2021
Q2 		$20K Hold
70
– – ﹤0.01% 156
2021
Q1 		$14K Buy
+70
New +$16.2K ﹤0.01% 171

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Close Asset Management's DOCU Position: Q3 2025 in Review

Close Asset Management sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 125 shares — an estimated $10K sold.

Close Asset Management first reported a position in DOCU in Q1 2021 and held it in 5 quarters. The position peaked at $20K in Q2 2021. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Close Asset Management reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Close Asset Management sold 125 DocuSign shares in Q3 2025, an estimated $10K.
  • Close Asset Management first reported a position in DocuSign in Q1 2021 and held it in 5 quarters.
  • Close Asset Management's DocuSign position peaked at $20K in Q2 2021.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Close Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.