Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-8,841
Closed -$689K 73
2025
Q2
$689K Buy
8,841
+1,672
+23% +$135K 0.28% 52
2025
Q1
$584K Sell
7,169
-542
-7% -$47.5K 0.25% 42
2024
Q4
$694K Buy
+7,711
New +$616K 0.31% 39

Other funds holding DOCU

Fluent Financial's DOCU Position: Q3 2025 in Review

Fluent Financial sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 8,841 shares — an estimated $689K sold.

Fluent Financial first reported a position in DOCU in Q4 2024 and held it in 3 quarters. The position peaked at $694K in Q4 2024. 812 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Fluent Financial reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Fluent Financial sold 8,841 DocuSign shares in Q3 2025, an estimated $689K.
  • Fluent Financial first reported a position in DocuSign in Q4 2024 and held it in 3 quarters.
  • Fluent Financial's DocuSign position peaked at $694K in Q4 2024.
  • 812 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Fluent Financial's 13F filing for Q3 2025, filed 10 Oct 2025.