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
2021
Q2 		– Sell
-15,451
Closed -$3.07M – 759
2021
Q1 		$3.07M Buy
+15,451
New +$3.58M 0.22% 103
2020
Q4 		– Sell
-13,775
Closed -$3.13M – 721
2020
Q3 		$3.13M Buy
+13,775
New +$2.86M 0.27% 81

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 $846B AUM 46.74% 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 $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 $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. 815 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.
  • 815 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.