IAA
DOCU

Independent Advisor Alliance’s DocuSign DOCU Stock Holding History

Independent Advisor Alliance’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
-3,877
Closed -$279K – 1018
2025
Q3 		$279K Sell
3,877
-754
-16% -$58.1K 0.01% 788
2025
Q2 		$361K Sell
4,631
-639
-12% -$51.7K 0.01% 682
2025
Q1 		$429K Buy
5,270
+228
+5% +$20K 0.01% 566
2024
Q4 		$453K Buy
5,042
+577
+13% +$46.1K 0.01% 991
2024
Q3 		$277K Sell
4,465
-611
-12% -$34.2K 0.01% 587
2024
Q2 		$272K Sell
5,076
-4,174
-45% -$235K 0.01% 593
2024
Q1 		$551K Sell
9,250
-3,208
-26% -$181K 0.02% 432
2023
Q4 		$741K Buy
12,458
+3
+0% +$138 0.03% 358
2023
Q3 		$523K Sell
12,455
-466
-4% -$22.8K 0.02% 405
2023
Q2 		$660K Sell
12,921
-1,458
-10% -$77.2K 0.03% 367
2023
Q1 		$838K Sell
14,379
-1,655
-10% -$98.7K 0.04% 314
2022
Q4 		$889 Sell
16,034
-3,548
-18% -$173K ﹤0.01% 306
2022
Q3 		$1.05M Sell
19,582
-5,388
-22% -$338K 0.06% 257
2022
Q2 		$1.43M Sell
24,970
-14,952
-37% -$1.21M 0.08% 206
2022
Q1 		$4.28M Buy
39,922
+23,296
+140% +$2.67M 0.21% 100
2021
Q4 		$2.53M Sell
16,626
-16,720
-50% -$3.81M 0.12% 135
2021
Q3 		$8.58M Buy
33,346
+1,970
+6% +$568K 0.48% 54
2021
Q2 		$8.77M Sell
31,376
-7,730
-20% -$1.73M 0.48% 53
2021
Q1 		$7.92M Buy
39,106
+5,299
+16% +$1.23M 0.47% 57
2020
Q4 		$7.51M Buy
33,807
+783
+2% +$176K 0.51% 47
2020
Q3 		$7.11M Buy
33,024
+27,732
+524% +$5.76M 0.54% 47
2020
Q2 		$911K Buy
5,292
+2,617
+98% +$330K 0.1% 171
2020
Q1 		$247K Sell
2,675
-565
-17% -$45.4K 0.04% 318
2019
Q4 		$240K Sell
3,240
-35
-1% -$2.4K 0.01% 757
2019
Q3 		$203K Buy
+3,275
New +$171K 0.02% 418
2019
Q2 		– Sell
-3,940
Closed -$204K – 430
2019
Q1 		$204K Buy
+3,940
New +$201K 0.03% 407

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

Independent Advisor Alliance's DOCU Position: Q4 2025 in Review

Independent Advisor Alliance sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 3,877 shares — an estimated $279K sold.

Independent Advisor Alliance first reported a position in DOCU in Q1 2019 and held it in 26 quarters. The position peaked at $8.77M in Q2 2021. 787 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Independent Advisor Alliance reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,877 DocuSign shares in Q4 2025, an estimated $279K.
  • Independent Advisor Alliance first reported a position in DocuSign in Q1 2019 and held it in 26 quarters.
  • Independent Advisor Alliance's DocuSign position peaked at $8.77M in Q2 2021.
  • 787 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.