NewSquare Capital’s DocuSign DOCU Stock Holding History

NewSquare Capital’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	-213	Closed	-$16.6K	–	455
2025 Q2	$16.6K	Sell	213 -87	-29%	-$7.04K	﹤0.01%	527
2025 Q1	$24.4K	Buy	300 +145	+94%	+$12.7K	﹤0.01%	321
2024 Q4	$13.9K	Buy	155 +2	+1%	+$160	﹤0.01%	245
2024 Q3	$9.5K	Hold	153	–	–	﹤0.01%	222
2024 Q2	$8.19K	Hold	153	–	–	﹤0.01%	240
2024 Q1	$9.11K	Hold	153	–	–	﹤0.01%	257
2023 Q4	$9.1K	Hold	153	–	–	﹤0.01%	279
2023 Q3	$6.43K	Sell	153 -5	-3%	-$245	﹤0.01%	351
2023 Q2	$8.07K	Hold	158	–	–	﹤0.01%	361
2023 Q1	$9.21K	Hold	158	–	–	﹤0.01%	362
2022 Q4	$8.76K	Buy	158 +58	+58%	+$2.82K	﹤0.01%	305
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	301
2022 Q2	$6K	Buy	+100	New	+$8.1K	﹤0.01%	271
2021 Q4	–	Sell	-110	Closed	-$28K	–	366
2021 Q3	$28K	Hold	110	–	–	﹤0.01%	214
2021 Q2	$31K	Hold	110	–	–	﹤0.01%	212
2021 Q1	$22K	Sell	110 -10	-8%	-$2.32K	﹤0.01%	196
2020 Q4	$27K	Buy	120 +50	+71%	+$11.2K	﹤0.01%	194
2020 Q3	$15K	Hold	70	–	–	﹤0.01%	207
2020 Q2	$12K	Buy	+70	New	+$8.82K	﹤0.01%	218

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

NewSquare Capital's DOCU Position: Q3 2025 in Review

NewSquare Capital sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 213 shares — an estimated $16.6K sold.

NewSquare Capital first reported a position in DOCU in Q2 2020 and held it in 19 quarters. The position peaked at $31K in Q2 2021. 816 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

NewSquare Capital reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 213 DocuSign shares in Q3 2025, an estimated $16.6K.
NewSquare Capital first reported a position in DocuSign in Q2 2020 and held it in 19 quarters.
NewSquare Capital's DocuSign position peaked at $31K in Q2 2021.
816 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.