FAM
DOCU

Formidable Asset Management’s DocuSign DOCU Stock Holding History

Formidable Asset 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
2026
Q1 		$350K Buy
7,385
+2,510
+51% +$128K 0.05% 288
2025
Q4 		$333K Sell
4,875
-4,356
-47% -$301K 0.05% 318
2025
Q3 		$689K Sell
9,231
-674
-7% -$51.9K 0.11% 185
2025
Q2 		$788K Buy
9,905
+5,169
+109% +$418K 0.13% 145
2025
Q1 		$386K Sell
4,736
-340
-7% -$29.8K 0.06% 272
2024
Q4 		$457K Sell
5,076
-1,552
-23% -$124K 0.08% 243
2024
Q3 		$412K Sell
6,628
-615
-8% -$34.5K 0.07% 250
2024
Q2 		$388K Buy
7,243
+2,517
+53% +$142K 0.06% 269
2024
Q1 		$281K Buy
+4,726
New +$267K 0.05% 287
2021
Q4 		– Sell
-1,287
Closed -$331K – 328
2021
Q3 		$331K Sell
1,287
-237
-16% -$68.3K 0.06% 255
2021
Q2 		$426K Buy
1,524
+342
+29% +$76.5K 0.09% 193
2021
Q1 		$237K Buy
1,182
+177
+18% +$41K 0.05% 248
2020
Q4 		$223K Buy
+1,005
New +$226K 0.05% 240

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return