Kovitz Investment Group Partners
DOCU

Kovitz Investment Group Partners’s DocuSign DOCU Stock Holding History

Kovitz Investment Group Partners’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
-3,713
Closed -$268K – 668
2025
Q3 		$268K Sell
3,713
-194
-5% -$14.9K ﹤0.01% 1242
2025
Q2 		$304K Sell
3,907
-640
-14% -$51.8K ﹤0.01% 1136
2025
Q1 		$370K Sell
4,547
-1,058
-19% -$92.7K ﹤0.01% 994
2024
Q4 		$504K Sell
5,605
-110
-2% -$8.78K ﹤0.01% 887
2024
Q3 		$350K Buy
+5,715
New +$320K ﹤0.01% 832

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kovitz Investment Group Partners's DOCU Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 3,713 shares — an estimated $268K sold.

Kovitz Investment Group Partners first reported a position in DOCU in Q3 2024 and held it in 5 quarters. The position peaked at $504K in Q4 2024. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,713 DocuSign shares in Q4 2025, an estimated $268K.
  • Kovitz Investment Group Partners first reported a position in DocuSign in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's DocuSign position peaked at $504K in Q4 2024.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.