Equitable Holdings’s DocuSign DOCU Stock Holding History

Equitable Holdings’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	-3,208	Closed	-$250K	–	1547
2025 Q2	$250K	Buy	+3,208	New	+$260K	﹤0.01%	1271
2025 Q1	–	Sell	-2,389	Closed	-$215K	–	1351
2024 Q4	$215K	Buy	+2,389	New	+$191K	﹤0.01%	1173
2022 Q4	–	Sell	-7,293	Closed	-$390K	–	912
2022 Q3	$390K	Buy	7,293 +167	+2%	+$10.5K	0.01%	625
2022 Q2	$409K	Buy	7,126 +1,296	+22%	+$105K	0.01%	605
2022 Q1	$625K	Buy	5,830 +1,677	+40%	+$192K	0.01%	524
2021 Q4	$633K	Sell	4,153 -2,971	-42%	-$677K	0.01%	514
2021 Q3	$1.83M	Buy	7,124 +1,648	+30%	+$475K	0.03%	278
2021 Q2	$1.53M	Sell	5,476 -328	-6%	-$73.3K	0.03%	298
2021 Q1	$1.18M	Buy	5,804 +424	+8%	+$98.3K	0.02%	328
2020 Q4	$1.2M	Buy	5,380 +431	+9%	+$96.8K	0.03%	291
2020 Q3	$1.06M	Buy	4,949 +943	+24%	+$196K	0.03%	292
2020 Q2	$690K	Buy	4,006 +918	+30%	+$116K	0.02%	352
2020 Q1	$285K	Sell	3,088 -1,442	-32%	-$116K	0.01%	465
2019 Q4	$336K	Buy	+4,530	New	+$311K	0.01%	476

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return