Navellier & Associates’s DocuSign DOCU Stock Holding History

Navellier & Associates’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	-7,332	Closed	-$529K	–	344
2025 Q3	$529K	Buy	7,332 +1,479	+25%	+$114K	0.05%	253
2025 Q2	$456K	Sell	5,853 -44	-0.7%	-$3.56K	0.06%	220
2025 Q1	$486K	Buy	+5,897	New	+$517K	0.07%	209
2021 Q3	–	Sell	-33,994	Closed	-$9.5M	–	315
2021 Q2	$9.5M	Buy	33,994 +1,284	+4%	+$287K	1.43%	10
2021 Q1	$6.62M	Buy	32,710 +2,963	+10%	+$687K	1.19%	21
2020 Q4	$6.61M	Buy	29,747 +3,271	+12%	+$735K	1.2%	20
2020 Q3	$5.7M	Sell	26,476 -196	-0.7%	-$40.7K	1.24%	23
2020 Q2	$4.59M	Buy	+26,672	New	+$3.36M	1.09%	26

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 $3.37T AUM 44.26% 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

Navellier & Associates's DOCU Position: Q4 2025 in Review

Navellier & Associates sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 7,332 shares — an estimated $529K sold.

Navellier & Associates first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $9.5M in Q2 2021. 788 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Navellier & Associates reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Navellier & Associates sold 7,332 DocuSign shares in Q4 2025, an estimated $529K.
Navellier & Associates first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
Navellier & Associates's DocuSign position peaked at $9.5M in Q2 2021.
788 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Navellier & Associates's 13F filing for Q4 2025, filed 3 Feb 2026.