Financial Partners Group (Kansas)’s DocuSign DOCU Stock Holding History

Financial Partners Group (Kansas)’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	-2,671	Closed	-$217K	–	205
2025 Q1	$217K	Sell	2,671 -184	-6%	-$16.1K	0.03%	181
2024 Q4	$257K	Sell	2,855 -631	-18%	-$50.4K	0.04%	157
2024 Q3	$216K	Buy	+3,486	New	+$195K	0.03%	178
2024 Q2	–	Sell	-3,488	Closed	-$208K	–	174
2024 Q1	$208K	Hold	3,488	–	–	0.03%	170
2023 Q4	$207K	Buy	+3,488	New	+$160K	0.04%	160
2023 Q3	–	Sell	-4,871	Closed	-$250K	–	163
2023 Q2	$250K	Buy	4,871 +115	+2%	+$6.09K	0.05%	130
2023 Q1	$277K	Sell	4,756 -55	-1%	-$3.28K	0.06%	127
2022 Q4	$298K	Sell	4,811 -167	-3%	-$8.13K	0.07%	125
2022 Q3	$266K	Sell	4,978 -74	-1%	-$4.64K	0.07%	116
2022 Q2	$290K	Sell	5,052 -420	-8%	-$34K	0.07%	113
2022 Q1	$586K	Buy	5,472 +2,858	+109%	+$328K	0.13%	89
2021 Q4	$329K	Sell	2,614 -26	-1%	-$5.93K	0.07%	123
2021 Q3	$680K	Buy	+2,640	New	+$761K	0.16%	76

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Partners Group (Kansas)'s DOCU Position: Q2 2025 in Review

Financial Partners Group (Kansas) sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,671 shares — an estimated $217K sold.

Financial Partners Group (Kansas) first reported a position in DOCU in Q3 2021 and held it in 13 quarters. The position peaked at $680K in Q3 2021. 782 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Financial Partners Group (Kansas) reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Financial Partners Group (Kansas) sold 2,671 DocuSign shares in Q2 2025, an estimated $217K.
Financial Partners Group (Kansas) first reported a position in DocuSign in Q3 2021 and held it in 13 quarters.
Financial Partners Group (Kansas)'s DocuSign position peaked at $680K in Q3 2021.
782 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2025, filed 15 Jul 2025.