HVCM
DOCU

Hel Ved Capital Management’s DocuSign DOCU Stock Holding History

Hel Ved Capital 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
Q2 		– Sell
-8,850
Closed -$720K – 84
2025
Q1 		$720K Sell
8,850
-16,430
-65% -$1.44M 0.26% 53
2024
Q4 		$2.27M Buy
+25,280
New +$2.02M 0.67% 50

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

Hel Ved Capital Management's DOCU Position: Q2 2025 in Review

Hel Ved Capital Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 8,850 shares — an estimated $720K sold.

Hel Ved Capital Management first reported a position in DOCU in Q4 2024 and held it in 2 quarters. The position peaked at $2.27M in Q4 2024. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Hel Ved Capital Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 8,850 DocuSign shares in Q2 2025, an estimated $720K.
  • Hel Ved Capital Management first reported a position in DocuSign in Q4 2024 and held it in 2 quarters.
  • Hel Ved Capital Management's DocuSign position peaked at $2.27M in Q4 2024.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Hel Ved Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.