HAM
DOCU

Harmony Asset Management’s DocuSign DOCU Stock Holding History

Harmony Asset 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
Q4 		– Sell
-9,439
Closed -$680K – 184
2025
Q3 		$680K Sell
9,439
-15,580
-62% -$1.2M 0.23% 94
2025
Q2 		$1.95M Buy
+25,019
New +$2.02M 0.73% 32

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Harmony Asset Management's DOCU Position: Q4 2025 in Review

Harmony Asset Management sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 9,439 shares — an estimated $680K sold.

Harmony Asset Management first reported a position in DOCU in Q2 2025 and held it in 2 quarters. The position peaked at $1.95M in Q2 2025. 787 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Harmony Asset Management reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Harmony Asset Management sold 9,439 DocuSign shares in Q4 2025, an estimated $680K.
  • Harmony Asset Management first reported a position in DocuSign in Q2 2025 and held it in 2 quarters.
  • Harmony Asset Management's DocuSign position peaked at $1.95M in Q2 2025.
  • 787 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Harmony Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.