Mitchell McLeod Pugh & Williams’s DocuSign DOCU Stock Holding History

Mitchell McLeod Pugh & Williams’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	-2,991	Closed	-$211K	–	294
2025 Q3	$211K	Hold	2,991	–	–	0.03%	269
2025 Q2	$233K	Hold	2,991	–	–	0.04%	256
2025 Q1	$243K	Hold	2,991	–	–	0.05%	240
2024 Q4	$269K	Buy	+2,991	New	+$239K	0.06%	221
2024 Q1	–	Sell	-3,491	Closed	-$208K	–	263
2023 Q4	$208K	Buy	+3,491	New	+$160K	0.05%	245
2023 Q2	–	Sell	-3,571	Closed	-$208K	–	255
2023 Q1	$208K	Buy	+3,571	New	+$213K	0.06%	238
2022 Q3	–	Sell	-3,751	Closed	-$215K	–	228
2022 Q2	$215K	Sell	3,751 -95	-2%	-$7.69K	0.08%	207
2022 Q1	$412K	Sell	3,846 -75	-2%	-$8.61K	0.14%	162
2021 Q4	$597K	Hold	3,921	–	–	0.2%	125
2021 Q3	$1.01M	Hold	3,921	–	–	0.37%	75
2021 Q2	$1.1M	Buy	3,921 +121	+3%	+$27.1K	0.42%	70
2021 Q1	$769K	Sell	3,800 -6	-0.2%	-$1.39K	0.32%	98
2020 Q4	$846K	Buy	3,806 +131	+4%	+$29.4K	0.39%	82
2020 Q3	$791K	Buy	3,675 +1,235	+51%	+$256K	0.4%	79
2020 Q2	$420K	Buy	+2,440	New	+$308K	0.24%	121

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 $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's DOCU Position: Q4 2025 in Review

Mitchell McLeod Pugh & Williams sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 2,991 shares — an estimated $211K sold.

Mitchell McLeod Pugh & Williams first reported a position in DOCU in Q2 2020 and held it in 15 quarters. The position peaked at $1.1M in Q2 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Mitchell McLeod Pugh & Williams reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Mitchell McLeod Pugh & Williams sold 2,991 DocuSign shares in Q4 2025, an estimated $211K.
Mitchell McLeod Pugh & Williams first reported a position in DocuSign in Q2 2020 and held it in 15 quarters.
Mitchell McLeod Pugh & Williams's DocuSign position peaked at $1.1M in Q2 2021.
790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2025, filed 11 Feb 2026.