MYIA
DOCU

Mount Yale Investment Advisors’s DocuSign DOCU Stock Holding History

Mount Yale Investment Advisors’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
-269
Closed -$21K – 903
2025
Q2 		$21K Buy
+269
New +$21.8K ﹤0.01% 1031

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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mount Yale Investment Advisors's DOCU Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 269 shares — an estimated $21K sold.

Mount Yale Investment Advisors first reported a position in DOCU in Q2 2025 and held it in 1 quarter. The position peaked at $21K in Q2 2025. 812 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 269 DocuSign shares in Q3 2025, an estimated $21K.
  • Mount Yale Investment Advisors first reported a position in DocuSign in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's DocuSign position peaked at $21K in Q2 2025.
  • 812 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.