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DOCU

NWAM LLC’s DocuSign DOCU Stock Holding History

NWAM LLC’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
Q1 		– Sell
-2,467
Closed -$222K – 529
2024
Q4 		$222K Buy
+2,467
New +$197K 0.01% 551
2022
Q2 		– Sell
-2,661
Closed -$285K – 521
2022
Q1 		$285K Sell
2,661
-578
-18% -$66.3K 0.02% 434
2021
Q4 		$493K Buy
3,239
+640
+25% +$146K 0.04% 333
2021
Q3 		$669K Sell
2,599
-27
-1% -$7.78K 0.06% 264
2021
Q2 		$734K Buy
2,626
+50
+2% +$11.2K 0.07% 248
2021
Q1 		$522K Buy
2,576
+164
+7% +$38K 0.05% 294
2020
Q4 		$536K Buy
+2,412
New +$542K 0.06% 257

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NWAM LLC's DOCU Position: Q1 2025 in Review

NWAM LLC sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 2,467 shares — an estimated $222K sold.

NWAM LLC first reported a position in DOCU in Q4 2020 and held it in 7 quarters. The position peaked at $734K in Q2 2021. 811 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • NWAM LLC reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • NWAM LLC sold 2,467 DocuSign shares in Q1 2025, an estimated $222K.
  • NWAM LLC first reported a position in DocuSign in Q4 2020 and held it in 7 quarters.
  • NWAM LLC's DocuSign position peaked at $734K in Q2 2021.
  • 811 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.