DADC
DOCU

D.A. Davidson & Co’s DocuSign DOCU Stock Holding History

D.A. Davidson & Co’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
Q2 		– Sell
-2,591
Closed -$211K – 1464
2025
Q1 		$211K Buy
+2,591
New +$227K ﹤0.01% 1306
2024
Q3 		– Sell
-10,107
Closed -$541K – 1397
2024
Q2 		$541K Buy
10,107
+22
+0.2% +$1.24K ﹤0.01% 944
2024
Q1 		$601K Buy
10,085
+20
+0.2% +$1.13K 0.01% 916
2023
Q4 		$598K Buy
10,065
+450
+5% +$20.6K 0.01% 883
2023
Q3 		$404K Sell
9,615
-4,931
-34% -$242K ﹤0.01% 978
2023
Q2 		$743K Sell
14,546
-6,687
-31% -$354K 0.01% 790
2023
Q1 		$1.24M Sell
21,233
-2,868
-12% -$171K 0.01% 606
2022
Q4 		$1.34M Sell
24,101
-4,318
-15% -$210K 0.02% 544
2022
Q3 		$1.52M Buy
28,419
+5,792
+26% +$363K 0.02% 473
2022
Q2 		$1.3M Sell
22,627
-5,448
-19% -$441K 0.02% 528
2022
Q1 		$3.01M Buy
28,075
+2,449
+10% +$281K 0.03% 369
2021
Q4 		$3.9M Buy
25,626
+1,542
+6% +$352K 0.04% 314
2021
Q3 		$6.2M Sell
24,084
-1,196
-5% -$345K 0.07% 223
2021
Q2 		$7.07M Buy
25,280
+747
+3% +$167K 0.08% 194
2021
Q1 		$4.97M Buy
24,533
+16,462
+204% +$3.82M 0.06% 234
2020
Q4 		$1.79M Buy
8,071
+2,149
+36% +$483K 0.03% 364
2020
Q3 		$1.27M Buy
5,922
+639
+12% +$133K 0.02% 399
2020
Q2 		$910K Sell
5,283
-15,767
-75% -$1.99M 0.02% 463
2020
Q1 		$1.95M Buy
21,050
+697
+3% +$56.1K 0.04% 326
2019
Q4 		$1.51M Buy
20,353
+1,076
+6% +$73.9K 0.02% 422
2019
Q3 		$1.19M Buy
19,277
+6,005
+45% +$314K 0.02% 439
2019
Q2 		$660K Buy
13,272
+781
+6% +$41.7K 0.01% 564
2019
Q1 		$648K Buy
12,491
+631
+5% +$32.2K 0.01% 615
2018
Q4 		$475K Buy
+11,860
New +$498K 0.01% 664

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.A. Davidson & Co's DOCU Position: Q2 2025 in Review

D.A. Davidson & Co sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,591 shares — an estimated $211K sold.

D.A. Davidson & Co first reported a position in DOCU in Q4 2018 and held it in 24 quarters. The position peaked at $7.07M in Q2 2021. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • D.A. Davidson & Co reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 2,591 DocuSign shares in Q2 2025, an estimated $211K.
  • D.A. Davidson & Co first reported a position in DocuSign in Q4 2018 and held it in 24 quarters.
  • D.A. Davidson & Co's DocuSign position peaked at $7.07M in Q2 2021.
  • 781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on D.A. Davidson & Co's 13F filing for Q2 2025, filed 30 Jul 2025.