GFPC
DOCU

Global Financial Private Client’s DocuSign DOCU Stock Holding History

Global Financial Private Client’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
-46
Closed -$3.74K – 589
2025
Q1 		$3.74K Buy
46
+44
+2,200% +$3.85K ﹤0.01% 729
2024
Q4 		$180 Buy
+2
New +$160 ﹤0.01% 1309
2022
Q4 		– Sell
-2,318
Closed -$123K – 686
2022
Q3 		$123K Buy
2,318
+9
+0.4% +$564 0.07% 180
2022
Q2 		$141K Buy
+2,309
New +$187K 0.08% 160

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Financial Private Client's DOCU Position: Q2 2025 in Review

Global Financial Private Client sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 46 shares — an estimated $3.74K sold.

Global Financial Private Client first reported a position in DOCU in Q2 2022 and held it in 4 quarters. The position peaked at $141K in Q2 2022. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Global Financial Private Client reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 46 DocuSign shares in Q2 2025, an estimated $3.74K.
  • Global Financial Private Client first reported a position in DocuSign in Q2 2022 and held it in 4 quarters.
  • Global Financial Private Client's DocuSign position peaked at $141K in Q2 2022.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.