OneDigital Investment Advisors’s DocuSign DOCU Stock Holding History

OneDigital Investment 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 Q4	–	Sell	-3,085	Closed	-$222K	–	1528
2025 Q3	$222K	Sell	3,085 -118	-4%	-$9.09K	﹤0.01%	1372
2025 Q2	$250K	Buy	3,203 +143	+5%	+$11.6K	﹤0.01%	1268
2025 Q1	$249K	Buy	3,060 +414	+16%	+$36.3K	﹤0.01%	1208
2024 Q4	$238K	Buy	+2,646	New	+$211K	﹤0.01%	1244
2021 Q4	–	Sell	-1,250	Closed	-$322K	–	803
2021 Q3	$322K	Sell	1,250 -250	-17%	-$72K	0.01%	552
2021 Q2	$419K	Hold	1,500	–	–	0.02%	459
2021 Q1	$304K	Sell	1,500 -250	-14%	-$58K	0.01%	509
2020 Q4	$422K	Hold	1,750	–	–	0.02%	391
2020 Q3	$382K	Sell	1,750 -250	-13%	-$51.9K	0.03%	364
2020 Q2	$397K	Sell	2,000 -1,000	-33%	-$126K	0.03%	361
2020 Q1	$357K	Hold	3,000	–	–	0.03%	334
2019 Q4	$222K	Buy	+3,000	New	+$206K	0.02%	488
2018 Q4	–	Sell	-500	Closed	-$26K	–	1150
2018 Q3	$26K	Hold	500	–	–	0.01%	576
2018 Q2	$26K	Buy	+500	New	+$25.2K	0.01%	712

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

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

OneDigital Investment Advisors's DOCU Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 3,085 shares — an estimated $222K sold.

OneDigital Investment Advisors first reported a position in DOCU in Q2 2018 and held it in 14 quarters. The position peaked at $422K in Q4 2020. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

OneDigital Investment Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 3,085 DocuSign shares in Q4 2025, an estimated $222K.
OneDigital Investment Advisors first reported a position in DocuSign in Q2 2018 and held it in 14 quarters.
OneDigital Investment Advisors's DocuSign position peaked at $422K in Q4 2020.
790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.