ORG
DOCU

Optimist Retirement Group’s DocuSign DOCU Stock Holding History

Optimist Retirement Group’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
-3,757
Closed -$338K – 123
2024
Q4 		$338K Sell
3,757
-659
-15% -$52.6K 0.16% 59
2024
Q3 		$274K Buy
4,416
+161
+4% +$9.02K 0.12% 69
2024
Q2 		$228K Buy
4,255
+227
+6% +$12.8K 0.12% 90
2024
Q1 		$240K Buy
+4,028
New +$227K 0.12% 72

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
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

Optimist Retirement Group's DOCU Position: Q1 2025 in Review

Optimist Retirement Group sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 3,757 shares — an estimated $338K sold.

Optimist Retirement Group first reported a position in DOCU in Q1 2024 and held it in 4 quarters. The position peaked at $338K in Q4 2024. 810 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Optimist Retirement Group reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 3,757 DocuSign shares in Q1 2025, an estimated $338K.
  • Optimist Retirement Group first reported a position in DocuSign in Q1 2024 and held it in 4 quarters.
  • Optimist Retirement Group's DocuSign position peaked at $338K in Q4 2024.
  • 810 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Optimist Retirement Group's 13F filing for Q1 2025, filed 5 May 2025.