KFI
DOCU

Key Financial Inc’s DocuSign DOCU Stock Holding History

Key Financial Inc’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 		$332 Hold
7
– – ﹤0.01% 1327
2025
Q4 		$479 Hold
7
– – ﹤0.01% 1329
2025
Q3 		$483 Hold
7
– – ﹤0.01% 1344
2025
Q2 		$545 Hold
7
– – ﹤0.01% 1317
2025
Q1 		$570 Hold
7
– – ﹤0.01% 1274
2024
Q4 		$630 Hold
7
– – ﹤0.01% 1266
2024
Q3 		$435 Hold
7
– – ﹤0.01% 1273
2024
Q2 		$374 Hold
7
– – ﹤0.01% 1271
2024
Q1 		$417 Hold
7
– – ﹤0.01% 1243
2023
Q4 		$416 Hold
7
– – ﹤0.01% 1248
2023
Q3 		$294 Hold
7
– – ﹤0.01% 1288
2023
Q2 		$358 Hold
7
– – ﹤0.01% 1319
2023
Q1 		$408 Hold
7
– – ﹤0.01% 1108
2022
Q4 		$374 Hold
7
– – ﹤0.01% 1113
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1127
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1105
2022
Q1 		$1K Hold
7
– – ﹤0.01% 995
2021
Q4 		$1K Buy
+7
New +$1.6K ﹤0.01% 879

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
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