Freedom Investment Management’s DocuSign DOCU Stock Holding History

Freedom Investment 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
2025 Q3	–	Sell	-8,576	Closed	-$668K	–	300
2025 Q2	$668K	Buy	8,576 +373	+5%	+$30.2K	0.05%	362
2025 Q1	$668K	Buy	8,203 +5,165	+170%	+$452K	0.06%	346
2024 Q4	$273K	Sell	3,038 -207	-6%	-$16.5K	0.02%	628
2024 Q3	$201K	Buy	+3,245	New	+$182K	0.02%	718
2024 Q2	–	Sell	-3,538	Closed	-$211K	–	802
2024 Q1	$211K	Buy	+3,538	New	+$200K	0.02%	733
2022 Q1	–	Sell	-1,664	Closed	-$253K	–	822
2021 Q4	$253K	Sell	1,664 -30	-2%	-$6.84K	0.02%	732
2021 Q3	$436K	Sell	1,694 -33	-2%	-$9.51K	0.03%	538
2021 Q2	$483K	Buy	1,727 +444	+35%	+$99.3K	0.04%	545
2021 Q1	$260K	Buy	+1,283	New	+$298K	0.02%	703

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Freedom Investment Management's DOCU Position: Q3 2025 in Review

Freedom Investment Management sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 8,576 shares — an estimated $668K sold.

Freedom Investment Management first reported a position in DOCU in Q1 2021 and held it in 9 quarters. The position peaked at $668K in Q2 2025. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

Freedom Investment Management reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 8,576 DocuSign shares in Q3 2025, an estimated $668K.
Freedom Investment Management first reported a position in DocuSign in Q1 2021 and held it in 9 quarters.
Freedom Investment Management's DocuSign position peaked at $668K in Q2 2025.
815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.