Left Brain Wealth Management’s DocuSign DOCU Stock Holding History

Left Brain Wealth Management’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 Q2	–	Sell	-13,364	Closed	-$1.09M	–	104
2025 Q1	$1.09M	Sell	13,364 -4,195	-24%	-$367K	0.47%	44
2024 Q4	$1.58M	Buy	17,559 +8,720	+99%	+$696K	0.6%	42
2024 Q3	$549K	Sell	8,839 -40	-0.5%	-$2.24K	0.26%	59
2024 Q2	$475K	Sell	8,879 -170	-2%	-$9.59K	0.22%	60
2024 Q1	$539K	Sell	9,049 -885	-9%	-$50K	0.26%	56
2023 Q4	$591K	Sell	9,934 -390	-4%	-$17.9K	0.34%	57
2023 Q3	$434K	Sell	10,324 -285	-3%	-$14K	0.27%	63
2023 Q2	$542K	Buy	10,609 +80	+0.8%	+$4.24K	0.33%	60
2023 Q1	$521K	Buy	+10,529	New	+$628K	0.35%	58

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Left Brain Wealth Management's DOCU Position: Q2 2025 in Review

Left Brain Wealth Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 13,364 shares — an estimated $1.09M sold.

Left Brain Wealth Management first reported a position in DOCU in Q1 2023 and held it in 9 quarters. The position peaked at $1.58M in Q4 2024. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Left Brain Wealth Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Left Brain Wealth Management sold 13,364 DocuSign shares in Q2 2025, an estimated $1.09M.
Left Brain Wealth Management first reported a position in DocuSign in Q1 2023 and held it in 9 quarters.
Left Brain Wealth Management's DocuSign position peaked at $1.58M in Q4 2024.
781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Left Brain Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.