HighPoint Advisor Group’s DocuSign DOCU Stock Holding History

HighPoint Advisor 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	-2,654	Closed	-$207K	–	694
2025 Q2	$207K	Sell	2,654 -20	-0.7%	-$1.62K	0.01%	640
2025 Q1	$220K	Buy	2,674 +69	+3%	+$6.04K	0.01%	593
2024 Q4	$229K	Buy	+2,605	New	+$208K	0.01%	601
2022 Q2	$1.08M	Buy	+16,793	New	+$1.36M	0.12%	137
2021 Q3	$4.04M	Sell	15,674 -364	-2%	-$105K	0.4%	53
2021 Q2	$4.48M	Buy	16,038 +1,308	+9%	+$292K	0.45%	48
2021 Q1	$3.14M	Buy	14,730 +1,366	+10%	+$317K	0.36%	58
2020 Q4	$3.42M	Sell	13,364 -331	-2%	-$74.3K	0.42%	51
2020 Q3	$3.24M	Sell	13,695 -775	-5%	-$161K	0.59%	34
2020 Q2	$2.59M	Buy	14,470 +4,601	+47%	+$580K	0.55%	40
2020 Q1	$1.04M	Buy	9,869 +4,467	+83%	+$359K	0.25%	82
2019 Q4	$395K	Sell	5,402 -6,838	-56%	-$470K	0.08%	210
2019 Q3	$816K	Buy	12,240 +76	+0.6%	+$3.98K	0.18%	103
2019 Q2	$637K	Buy	12,164 +8,053	+196%	+$430K	0.15%	118
2019 Q1	$218K	Buy	+4,111	New	+$210K	0.05%	296

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HighPoint Advisor Group's DOCU Position: Q3 2025 in Review

HighPoint Advisor Group sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 2,654 shares — an estimated $207K sold.

HighPoint Advisor Group first reported a position in DOCU in Q1 2019 and held it in 15 quarters. The position peaked at $4.48M in Q2 2021. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

HighPoint Advisor Group reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
HighPoint Advisor Group sold 2,654 DocuSign shares in Q3 2025, an estimated $207K.
HighPoint Advisor Group first reported a position in DocuSign in Q1 2019 and held it in 15 quarters.
HighPoint Advisor Group's DocuSign position peaked at $4.48M in Q2 2021.
815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on HighPoint Advisor Group's 13F filing for Q3 2025, filed 5 Nov 2025.