IPG Investment Advisors’s DocuSign DOCU Stock Holding History

IPG Investment Advisors’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	-10,017	Closed	-$722K	–	235
2025 Q3	$722K	Buy	+10,017	New	+$772K	0.13%	108
2024 Q3	–	Sell	-6,225	Closed	-$333K	–	187
2024 Q2	$333K	Buy	6,225 +1,000	+19%	+$56.4K	0.07%	117
2024 Q1	$311K	Buy	+5,225	New	+$295K	0.07%	125
2023 Q4	–	Sell	-10,395	Closed	-$437K	–	202
2023 Q3	$437K	Buy	10,395 +5,000	+93%	+$245K	0.1%	112
2023 Q2	$276K	Buy	+5,395	New	+$286K	0.06%	136
2022 Q2	–	Sell	-3,025	Closed	-$324K	–	172
2022 Q1	$324K	Buy	3,025 +1,220	+68%	+$140K	0.06%	121
2021 Q4	$275K	Buy	+1,805	New	+$412K	0.05%	152
2021 Q1	–	Sell	-2,135	Closed	-$475K	–	199
2020 Q4	$475K	Buy	+2,135	New	+$480K	0.11%	99

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 $3.38T AUM 44.17% 1-Year Est. Return

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 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

IPG Investment Advisors's DOCU Position: Q4 2025 in Review

IPG Investment Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 10,017 shares — an estimated $722K sold.

IPG Investment Advisors first reported a position in DOCU in Q4 2020 and held it in 8 quarters. The position peaked at $722K in Q3 2025. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

IPG Investment Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
IPG Investment Advisors sold 10,017 DocuSign shares in Q4 2025, an estimated $722K.
IPG Investment Advisors first reported a position in DocuSign in Q4 2020 and held it in 8 quarters.
IPG Investment Advisors's DocuSign position peaked at $722K in Q3 2025.
790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on IPG Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.