GJIA
DOCU

Glass Jacobson Investment Advisors’s DocuSign DOCU Stock Holding History

Glass Jacobson Investment 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
2026
Q1 		$380 Hold
8
– – ﹤0.01% 586
2025
Q4 		$548 Hold
8
– – ﹤0.01% 559
2025
Q3 		$577 Hold
8
– – ﹤0.01% 557
2025
Q2 		$624 Hold
8
– – ﹤0.01% 538
2025
Q1 		$720 Hold
8
– – ﹤0.01% 803
2024
Q4 		$720 Hold
8
– – ﹤0.01% 803
2024
Q3 		$497 Hold
8
– – ﹤0.01% 733
2024
Q2 		$428 Hold
8
– – ﹤0.01% 731
2024
Q1 		$477 Buy
8
+1
+14% +$56 ﹤0.01% 718
2023
Q4 		$417 Hold
7
– – ﹤0.01% 688
2023
Q3 		$294 Hold
7
– – ﹤0.01% 777
2023
Q2 		$358 Buy
+7
New +$371 ﹤0.01% 770
2022
Q4 		$388 Buy
+7
New +$341 ﹤0.01% 804

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