Inspire Investing’s DocuSign DOCU Stock Holding History

Inspire Investing’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
2026 Q1	$550K	Buy	11,597 +10,168	+712%	+$520K	0.03%	446
2025 Q4	$97.7K	Buy	+1,429	New	+$98.8K	0.01%	872
2025 Q1	–	Sell	-8,727	Closed	-$785K	–	824
2024 Q4	$785K	Sell	8,727 -5,941	-41%	-$474K	0.09%	275
2024 Q3	$911K	Buy	+14,668	New	+$822K	0.09%	222
2023 Q3	–	Sell	-30,013	Closed	-$1.53M	–	823
2023 Q2	$1.53M	Sell	30,013 -862	-3%	-$45.7K	0.19%	126
2023 Q1	$1.8M	Buy	30,875 +3,505	+13%	+$209K	0.23%	104
2022 Q4	$1.52M	Buy	27,370 +2,234	+9%	+$109K	0.2%	109
2022 Q3	$1.34M	Sell	25,136 -13,264	-35%	-$832K	0.19%	108
2022 Q2	$2.2M	Buy	38,400 +10,727	+39%	+$868K	0.29%	75
2022 Q1	$2.96M	Sell	27,673 -3,739	-12%	-$429K	0.34%	64
2021 Q4	$4.78M	Buy	31,412 +3,421	+12%	+$780K	0.55%	42
2021 Q3	$7.21M	Buy	27,991 +23,659	+546%	+$6.82M	0.91%	17
2021 Q2	$1.21M	Buy	4,332 +1,692	+64%	+$378K	0.16%	141
2021 Q1	$534K	Buy	2,640 +1,695	+179%	+$393K	0.08%	269
2020 Q4	$210K	Buy	+945	New	+$212K	0.05%	603

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

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

Arrowstreet Capital

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

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