OFA
DOCU

Oak Family Advisors’s DocuSign DOCU Stock Holding History

Oak Family 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
2026
Q1 		$4.75M Sell
100,184
-2,206
-2% -$113K 1.46% 31
2025
Q4 		$7M Buy
102,390
+3,320
+3% +$230K 2.15% 16
2025
Q3 		$7.14M Buy
99,070
+3,936
+4% +$303K 2.32% 14
2025
Q2 		$7.41M Buy
95,134
+24,295
+34% +$1.97M 2.68% 14
2025
Q1 		$5.77M Sell
70,839
-12,635
-15% -$1.11M 2.4% 16
2024
Q4 		$7.51M Sell
83,474
-27,647
-25% -$2.21M 2.94% 10
2024
Q3 		$6.9M Buy
111,121
+15,626
+16% +$876K 2.49% 11
2024
Q2 		$5.11M Buy
95,495
+32,472
+52% +$1.83M 1.94% 20
2024
Q1 		$3.75M Buy
63,023
+13,307
+27% +$751K 1.44% 27
2023
Q4 		$2.96M Buy
+49,716
New +$2.28M 1.24% 31

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return