GG
DOCU

Gleason Group’s DocuSign DOCU Stock Holding History

Gleason Group’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
-42
Closed -$3.27K – 192
2025
Q2 		$3.27K Hold
42
– – ﹤0.01% 185
2025
Q1 		$3.42K Sell
42
-1
-2% -$88 ﹤0.01% 179
2024
Q4 		$3.87K Hold
43
– – ﹤0.01% 183
2024
Q3 		$2.67K Sell
43
-1
-2% -$56 ﹤0.01% 181
2024
Q2 		$2.35K Hold
44
– – ﹤0.01% 258
2024
Q1 		$2.62K Sell
44
-1,811
-98% -$102K ﹤0.01% 189
2023
Q4 		$110K Hold
1,855
– – 0.03% 85
2023
Q3 		$77.9K Sell
1,855
-1
-0.1% -$49 0.02% 97
2023
Q2 		$94.8K Hold
1,856
– – 0.02% 91
2023
Q1 		$108K Sell
1,856
-1
-0.1% -$60 0.03% 84
2022
Q4 		$103K Sell
1,857
-3,407
-65% -$166K 0.03% 86
2022
Q3 		$281K Hold
5,264
– – 0.1% 53
2022
Q2 		$302K Buy
5,264
+250
+5% +$20.2K 0.1% 52
2022
Q1 		$537K Buy
5,014
+2,340
+88% +$269K 0.16% 45
2021
Q4 		$407K Buy
2,674
+1,367
+105% +$312K 0.13% 52
2021
Q3 		$336K Sell
1,307
-1
-0.1% -$288 0.12% 56
2021
Q2 		$366K Hold
1,308
– – 0.13% 54
2021
Q1 		$265K Hold
1,308
– – 0.1% 59
2020
Q4 		$291K Hold
1,308
– – 0.14% 56
2020
Q3 		$282K Sell
1,308
-12
-0.9% -$2.49K 0.16% 53
2020
Q2 		$227K Sell
1,320
-60
-4% -$7.56K 0.14% 55
2020
Q1 		$128K Hold
1,380
– – 0.1% 63
2019
Q4 		$102K Buy
+1,380
New +$94.8K 0.06% 71

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 $3.37T 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
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gleason Group's DOCU Position: Q3 2025 in Review

Gleason Group sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 42 shares — an estimated $3.27K sold.

Gleason Group first reported a position in DOCU in Q4 2019 and held it in 23 quarters. The position peaked at $537K in Q1 2022. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Gleason Group reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Gleason Group sold 42 DocuSign shares in Q3 2025, an estimated $3.27K.
  • Gleason Group first reported a position in DocuSign in Q4 2019 and held it in 23 quarters.
  • Gleason Group's DocuSign position peaked at $537K in Q1 2022.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Gleason Group's 13F filing for Q3 2025, filed 16 Oct 2025.