MLL
DOCU

Moody Lynn & Lieberson’s DocuSign DOCU Stock Holding History

Moody Lynn & Lieberson’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
-3,522
Closed -$287K – 260
2025
Q1 		$287K Buy
+3,522
New +$308K 0.02% 206

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moody Lynn & Lieberson's DOCU Position: Q2 2025 in Review

Moody Lynn & Lieberson sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 3,522 shares — an estimated $287K sold.

Moody Lynn & Lieberson first reported a position in DOCU in Q1 2025 and held it in 1 quarter. The position peaked at $287K in Q1 2025. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Moody Lynn & Lieberson reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 3,522 DocuSign shares in Q2 2025, an estimated $287K.
  • Moody Lynn & Lieberson first reported a position in DocuSign in Q1 2025 and held it in 1 quarter.
  • Moody Lynn & Lieberson's DocuSign position peaked at $287K in Q1 2025.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2025, filed 17 Jul 2025.