One Wealth Advisors’s DocuSign DOCU Stock Holding History

One Wealth 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
2025 Q3	–	Sell	-2,635	Closed	-$205K	–	310
2025 Q2	$205K	Sell	2,635 -123	-4%	-$9.95K	0.03%	276
2025 Q1	$225K	Buy	+2,758	New	+$242K	0.03%	261
2023 Q1	–	Sell	-640	Closed	-$35.5K	–	306
2022 Q4	$35.5K	Buy	+640	New	+$31.2K	0.01%	459
2021 Q1	–	Sell	-950	Closed	-$211K	–	158
2020 Q4	$211K	Buy	+950	New	+$213K	0.11%	120
2020 Q3	–	Sell	-1,276	Closed	-$220K	–	97
2020 Q2	$220K	Buy	+1,276	New	+$161K	0.17%	67
2019 Q2	–	Sell	-1,276	Closed	-$66K	–	211
2019 Q1	$66K	Buy	+1,276	New	+$65.1K	0.05%	214

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

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

One Wealth Advisors's DOCU Position: Q3 2025 in Review

One Wealth Advisors sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 2,635 shares — an estimated $205K sold.

One Wealth Advisors first reported a position in DOCU in Q1 2019 and held it in 6 quarters. The position peaked at $225K in Q1 2025. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

One Wealth Advisors reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
One Wealth Advisors sold 2,635 DocuSign shares in Q3 2025, an estimated $205K.
One Wealth Advisors first reported a position in DocuSign in Q1 2019 and held it in 6 quarters.
One Wealth Advisors's DocuSign position peaked at $225K in Q1 2025.
815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on One Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.