NPT
DOCU

National Philanthropic Trust’s DocuSign DOCU Stock Holding History

National Philanthropic Trust’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
2024
Q3 		– Sell
-40,021
Closed -$2.14M – 257
2024
Q2 		$2.14M Hold
40,021
– – 0.04% 109
2024
Q1 		$2.38M Hold
40,021
– – 0.05% 107
2023
Q4 		$2.38M Buy
+40,021
New +$1.84M 0.06% 108

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

National Philanthropic Trust's DOCU Position: Q3 2024 in Review

National Philanthropic Trust sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 40,021 shares — an estimated $2.14M sold.

National Philanthropic Trust first reported a position in DOCU in Q4 2023 and held it in 3 quarters. The position peaked at $2.38M in Q1 2024. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • National Philanthropic Trust reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • National Philanthropic Trust sold 40,021 DocuSign shares in Q3 2024, an estimated $2.14M.
  • National Philanthropic Trust first reported a position in DocuSign in Q4 2023 and held it in 3 quarters.
  • National Philanthropic Trust's DocuSign position peaked at $2.38M in Q1 2024.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on National Philanthropic Trust's 13F filing for Q3 2024, filed 15 May 2026.