FAIM
DOCU

Financial Advocates Investment Management’s DocuSign DOCU Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-6,344
Closed -$494K – 202
2025
Q2 		$494K Sell
6,344
-487
-7% -$39.4K 0.04% 360
2025
Q1 		$556K Sell
6,831
-1,137
-14% -$99.6K 0.04% 401
2024
Q4 		$717K Sell
7,968
-569
-7% -$45.4K 0.04% 368
2024
Q3 		$530K Sell
8,537
-1,259
-13% -$70.6K 0.03% 446
2024
Q2 		$524K Sell
9,796
-1,314
-12% -$74.1K 0.03% 427
2024
Q1 		$662K Sell
11,110
-735
-6% -$41.5K 0.04% 395
2023
Q4 		$704K Sell
11,845
-780
-6% -$35.8K 0.05% 357
2023
Q3 		$530K Sell
12,625
-3,524
-22% -$173K 0.04% 398
2023
Q2 		$825K Sell
16,149
-1,059
-6% -$56.1K 0.06% 302
2023
Q1 		$1M Sell
17,208
-855
-5% -$51K 0.07% 289
2022
Q4 		$1M Buy
18,063
+1,100
+6% +$53.5K 0.07% 291
2022
Q3 		$907K Buy
16,963
+250
+1% +$15.7K 0.07% 274
2022
Q2 		$959K Sell
16,713
-366
-2% -$29.6K 0.08% 277
2022
Q1 		$1.83M Buy
17,079
+2,174
+15% +$250K 0.12% 206
2021
Q4 		$2.27M Sell
14,905
-3,451
-19% -$787K 0.14% 169
2021
Q3 		$4.73M Buy
18,356
+4,762
+35% +$1.37M 0.32% 72
2021
Q2 		$3.8M Buy
+13,594
New +$3.04M 0.25% 92
2021
Q1 		– Sell
-15,066
Closed -$3.49M – 755
2020
Q4 		$3.5M Buy
+15,066
New +$3.38M 0.24% 95
2020
Q3 		– Sell
-13,293
Closed -$2.76M – 638
2020
Q2 		$2.29M Buy
13,293
+951
+8% +$120K 0.22% 112
2020
Q1 		$1.14M Buy
12,342
+468
+4% +$37.6K 0.16% 164
2019
Q4 		$880K Buy
11,874
+295
+3% +$20.3K 0.09% 225
2019
Q3 		$717K Sell
11,579
-1,368
-11% -$71.6K 0.08% 231
2019
Q2 		$643K Buy
12,947
+955
+8% +$51K 0.07% 239
2019
Q1 		$622K Buy
11,992
+1,295
+12% +$66.1K 0.08% 235
2018
Q4 		$429K Sell
10,697
-53
-0.5% -$2.23K 0.06% 271
2018
Q3 		$565K Buy
+10,750
New +$610K 0.06% 266

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
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
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

Financial Advocates Investment Management's DOCU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 6,344 shares — an estimated $494K sold.

Financial Advocates Investment Management first reported a position in DOCU in Q3 2018 and held it in 26 quarters. The position peaked at $4.73M in Q3 2021. 814 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,344 DocuSign shares in Q3 2025, an estimated $494K.
  • Financial Advocates Investment Management first reported a position in DocuSign in Q3 2018 and held it in 26 quarters.
  • Financial Advocates Investment Management's DocuSign position peaked at $4.73M in Q3 2021.
  • 814 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.