CFGS
DOCU

Concourse Financial Group Securities’s DocuSign DOCU Stock Holding History

Concourse Financial Group Securities’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
-45
Closed -$4.13K – 528
2024
Q4 		$4.13K Hold
45
– – ﹤0.01% 1917
2024
Q3 		$2.79K Sell
45
-35
-44% -$1.96K ﹤0.01% 1958
2024
Q2 		$4.28K Sell
80
-55
-41% -$3.1K ﹤0.01% 1897
2024
Q1 		$8.04K Hold
135
– – ﹤0.01% 1776
2023
Q4 		$8.03K Sell
135
-44
-25% -$2.02K ﹤0.01% 1739
2023
Q3 		$7.52K Hold
179
– – ﹤0.01% 1714
2023
Q2 		$9.14K Hold
179
– – ﹤0.01% 1674
2023
Q1 		$10.4K Buy
179
+25
+16% +$1.49K ﹤0.01% 1656
2022
Q4 		$8.53K Sell
154
-90
-37% -$4.38K ﹤0.01% 1713
2022
Q3 		$13K Sell
244
-132
-35% -$8.28K ﹤0.01% 1411
2022
Q2 		$22K Sell
376
-19
-5% -$1.54K ﹤0.01% 1422
2022
Q1 		$42K Sell
395
-8,054
-95% -$924K ﹤0.01% 1204
2021
Q4 		$1.29M Buy
8,449
+435
+5% +$99.2K 0.07% 270
2021
Q3 		$2.06M Buy
8,014
+202
+3% +$58.2K 0.13% 149
2021
Q2 		$2.18M Buy
7,812
+2,219
+40% +$496K 0.14% 139
2021
Q1 		$1.13M Buy
5,593
+5,300
+1,809% +$1.23M 0.08% 235
2020
Q4 		$65K Sell
293
-97
-25% -$21.8K ﹤0.01% 1067
2020
Q3 		$84K Buy
390
+153
+65% +$31.8K 0.01% 847
2020
Q2 		$41K Buy
237
+187
+374% +$23.6K ﹤0.01% 1047
2020
Q1 		$5K Buy
+50
New +$4.02K ﹤0.01% 1645

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concourse Financial Group Securities's DOCU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 45 shares — an estimated $4.13K sold.

Concourse Financial Group Securities first reported a position in DOCU in Q1 2020 and held it in 20 quarters. The position peaked at $2.18M in Q2 2021. 807 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 45 DocuSign shares in Q1 2025, an estimated $4.13K.
  • Concourse Financial Group Securities first reported a position in DocuSign in Q1 2020 and held it in 20 quarters.
  • Concourse Financial Group Securities's DocuSign position peaked at $2.18M in Q2 2021.
  • 807 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.