Kovack Advisors’s DocuSign DOCU Stock Holding History

Kovack 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
2022 Q1	–	Sell	-1	Closed	-$5K	–	753
2021 Q4	$5K	Hold	1	–	–	﹤0.01%	697
2021 Q3	$3K	Buy	+1	New	+$288	﹤0.01%	688

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kovack Advisors's DOCU Position: Q1 2025 in Review

Kovack Advisors sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 2,303 shares — an estimated $207K sold.

Kovack Advisors first reported a position in DOCU in Q2 2018 and held it in 20 quarters. The position peaked at $2.58M in Q4 2020. 809 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Kovack Advisors reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Kovack Advisors sold 2,303 DocuSign shares in Q1 2025, an estimated $207K.
Kovack Advisors first reported a position in DocuSign in Q2 2018 and held it in 20 quarters.
Kovack Advisors's DocuSign position peaked at $2.58M in Q4 2020.
809 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.