Frank Rimerman Advisors’s DocuSign DOCU Stock Holding History

Frank Rimerman Advisors’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 Q1	–	Sell	-3,174	Closed	-$285K	–	531
2024 Q4	$285K	Buy	+3,174	New	+$253K	0.02%	426
2022 Q2	–	Sell	-2,694	Closed	-$289K	–	98
2022 Q1	$289K	Buy	+2,694	New	+$309K	0.09%	105
2021 Q4	–	Sell	-1,080	Closed	-$278K	–	118
2021 Q3	$278K	Hold	1,080	–	–	0.11%	91
2021 Q2	$302K	Hold	1,080	–	–	0.12%	67
2021 Q1	$219K	Hold	1,080	–	–	0.1%	79
2020 Q4	$240K	Buy	+1,080	New	+$243K	0.11%	81

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Frank Rimerman Advisors's DOCU Position: Q1 2025 in Review

Frank Rimerman Advisors sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 3,174 shares — an estimated $285K sold.

Frank Rimerman Advisors first reported a position in DOCU in Q4 2020 and held it in 6 quarters. The position peaked at $302K in Q2 2021. 810 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Frank Rimerman Advisors reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Frank Rimerman Advisors sold 3,174 DocuSign shares in Q1 2025, an estimated $285K.
Frank Rimerman Advisors first reported a position in DocuSign in Q4 2020 and held it in 6 quarters.
Frank Rimerman Advisors's DocuSign position peaked at $302K in Q2 2021.
810 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Frank Rimerman Advisors's 13F filing for Q1 2025, filed 12 May 2025.