EH
DOCU

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
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
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

Equitable Holdings's DOCU Position: Q3 2025 in Review

Equitable Holdings sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 3,208 shares — an estimated $250K sold.

Equitable Holdings first reported a position in DOCU in Q4 2019 and held it in 14 quarters. The position peaked at $1.83M in Q3 2021. 816 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Equitable Holdings reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 3,208 DocuSign shares in Q3 2025, an estimated $250K.
  • Equitable Holdings first reported a position in DocuSign in Q4 2019 and held it in 14 quarters.
  • Equitable Holdings's DocuSign position peaked at $1.83M in Q3 2021.
  • 816 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.