OF
DOCU

Optimize Financial’s DocuSign DOCU Stock Holding History

Optimize Financial’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
-2,708
Closed -$211K – 362
2025
Q2 		$211K Sell
2,708
-18
-0.7% -$1.46K 0.13% 209
2025
Q1 		$222K Sell
2,726
-609
-18% -$53.3K 0.16% 168
2024
Q4 		$300K Buy
+3,335
New +$266K 0.22% 141

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Optimize Financial's DOCU Position: Q3 2025 in Review

Optimize Financial sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 2,708 shares — an estimated $211K sold.

Optimize Financial first reported a position in DOCU in Q4 2024 and held it in 3 quarters. The position peaked at $300K in Q4 2024. 812 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Optimize Financial reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 2,708 DocuSign shares in Q3 2025, an estimated $211K.
  • Optimize Financial first reported a position in DocuSign in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's DocuSign position peaked at $300K in Q4 2024.
  • 812 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.