GF
DOCU

Gries Financial’s DocuSign DOCU Stock Holding History

Gries Financial’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
-2,639
Closed -$215K – 305
2025
Q1 		$215K Sell
2,639
-869
-25% -$76.1K 0.04% 260
2024
Q4 		$316K Sell
3,508
-656
-16% -$52.4K 0.06% 212
2024
Q3 		$259K Sell
4,164
-1,743
-30% -$97.7K 0.05% 219
2024
Q2 		$316K Sell
5,907
-594
-9% -$33.5K 0.07% 184
2024
Q1 		$387K Buy
6,501
+494
+8% +$27.9K 0.06% 195
2023
Q4 		$357K Buy
+6,007
New +$276K 0.08% 158

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

Gries Financial's DOCU Position: Q2 2025 in Review

Gries Financial sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,639 shares — an estimated $215K sold.

Gries Financial first reported a position in DOCU in Q4 2023 and held it in 6 quarters. The position peaked at $387K in Q1 2024. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Gries Financial reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Gries Financial sold 2,639 DocuSign shares in Q2 2025, an estimated $215K.
  • Gries Financial first reported a position in DocuSign in Q4 2023 and held it in 6 quarters.
  • Gries Financial's DocuSign position peaked at $387K in Q1 2024.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.