IIA
DOCU

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
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return