OHIS
DOCU

Oak Harvest Investment Services’s DocuSign DOCU Stock Holding History

Oak Harvest Investment Services’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
-19,699
Closed -$1.42M – 173
2025
Q3 		$1.42M Sell
19,699
-1,775
-8% -$137K 0.17% 103
2025
Q2 		$1.67M Sell
21,474
-2,602
-11% -$210K 0.21% 98
2025
Q1 		$1.96M Buy
24,076
+5,306
+28% +$465K 0.27% 86
2024
Q4 		$1.69M Buy
18,770
+7,770
+71% +$620K 0.24% 91
2024
Q3 		$683K Buy
+11,000
New +$616K 0.1% 103

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Oak Harvest Investment Services's DOCU Position: Q4 2025 in Review

Oak Harvest Investment Services sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 19,699 shares — an estimated $1.42M sold.

Oak Harvest Investment Services first reported a position in DOCU in Q3 2024 and held it in 5 quarters. The position peaked at $1.96M in Q1 2025. 785 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Oak Harvest Investment Services reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 19,699 DocuSign shares in Q4 2025, an estimated $1.42M.
  • Oak Harvest Investment Services first reported a position in DocuSign in Q3 2024 and held it in 5 quarters.
  • Oak Harvest Investment Services's DocuSign position peaked at $1.96M in Q1 2025.
  • 785 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Oak Harvest Investment Services's 13F filing for Q4 2025, filed 27 Jan 2026.