FFA
DOCU

Founders Financial Alliance’s DocuSign DOCU Stock Holding History

Founders Financial Alliance’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
-2,535
Closed -$206K – 556
2025
Q1 		$206K Buy
+2,535
New +$222K 0.05% 335
2020
Q4 		– Sell
-122
Closed -$26K – 641
2020
Q3 		$26K Buy
+122
New +$25.3K 0.02% 511

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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $16.6B AUM 3.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Founders Financial Alliance's DOCU Position: Q2 2025 in Review

Founders Financial Alliance sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,535 shares — an estimated $206K sold.

Founders Financial Alliance first reported a position in DOCU in Q3 2020 and held it in 2 quarters. The position peaked at $206K in Q1 2025. 782 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Founders Financial Alliance reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 2,535 DocuSign shares in Q2 2025, an estimated $206K.
  • Founders Financial Alliance first reported a position in DocuSign in Q3 2020 and held it in 2 quarters.
  • Founders Financial Alliance's DocuSign position peaked at $206K in Q1 2025.
  • 782 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.