Insigneo Advisory Services’s DocuSign DOCU Stock Holding History

Insigneo Advisory Services’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	-2,960	Closed	-$213K	–	785
2025 Q3	$213K	Buy	+2,960	New	+$228K	0.02%	620
2025 Q2	–	Sell	-3,602	Closed	-$293K	–	682
2025 Q1	$293K	Sell	3,602 -52	-1%	-$4.55K	0.03%	420
2024 Q4	$329K	Buy	+3,654	New	+$292K	0.03%	398
2024 Q1	–	Sell	-3,579	Closed	-$213K	–	492
2023 Q4	$213K	Sell	3,579 -1,881	-34%	-$86.3K	0.03%	409
2023 Q3	$229K	Sell	5,460 -2,180	-29%	-$107K	0.05%	339
2023 Q2	$390K	Sell	7,640 -1,195	-14%	-$63.3K	0.07%	241
2023 Q1	$515K	Buy	8,835 +2,854	+48%	+$170K	0.16%	131
2022 Q4	$331K	Buy	+5,981	New	+$291K	0.13%	174

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Insigneo Advisory Services's DOCU Position: Q4 2025 in Review

Insigneo Advisory Services sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 2,960 shares — an estimated $213K sold.

Insigneo Advisory Services first reported a position in DOCU in Q4 2022 and held it in 8 quarters. The position peaked at $515K in Q1 2023. 783 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Insigneo Advisory Services reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 2,960 DocuSign shares in Q4 2025, an estimated $213K.
Insigneo Advisory Services first reported a position in DocuSign in Q4 2022 and held it in 8 quarters.
Insigneo Advisory Services's DocuSign position peaked at $515K in Q1 2023.
783 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.