MSFP
DOCU

Mark Sheptoff Financial Planning’s DocuSign DOCU Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-35
Closed -$2.73K – 505
2025
Q2 		$2.73K Sell
35
-265
-88% -$21.4K ﹤0.01% 451
2025
Q1 		$24.4K Buy
+300
New +$26.3K 0.01% 229
2021
Q1 		– Sell
-50
Closed -$11K – 381
2020
Q4 		$11K Hold
50
– – 0.01% 264
2020
Q3 		$11K Buy
+50
New +$10.4K 0.01% 230

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Capital World Investors
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's DOCU Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 35 shares — an estimated $2.73K sold.

Mark Sheptoff Financial Planning first reported a position in DOCU in Q3 2020 and held it in 4 quarters. The position peaked at $24.4K in Q1 2025. 816 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 35 DocuSign shares in Q3 2025, an estimated $2.73K.
  • Mark Sheptoff Financial Planning first reported a position in DocuSign in Q3 2020 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's DocuSign position peaked at $24.4K in Q1 2025.
  • 816 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.