CWM
DOCU

Cordatus Wealth Management’s DocuSign DOCU Stock Holding History

Cordatus Wealth 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
Q4 		– Sell
-2,980
Closed -$215K – 163
2025
Q3 		$215K Sell
2,980
-91
-3% -$7.01K 0.05% 155
2025
Q2 		$239K Sell
3,071
-26
-0.8% -$2.1K 0.06% 155
2025
Q1 		$252K Buy
+3,097
New +$271K 0.07% 139

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cordatus Wealth Management's DOCU Position: Q4 2025 in Review

Cordatus Wealth Management sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 2,980 shares — an estimated $215K sold.

Cordatus Wealth Management first reported a position in DOCU in Q1 2025 and held it in 3 quarters. The position peaked at $252K in Q1 2025. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Cordatus Wealth Management reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Cordatus Wealth Management sold 2,980 DocuSign shares in Q4 2025, an estimated $215K.
  • Cordatus Wealth Management first reported a position in DocuSign in Q1 2025 and held it in 3 quarters.
  • Cordatus Wealth Management's DocuSign position peaked at $252K in Q1 2025.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Cordatus Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.