Optimum Investment Advisors’s DocuSign DOCU Stock Holding History

Optimum 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 Q3	$31.4K	Sell	435 -380	-47%	-$29.3K	0.01%	399
2025 Q2	$63.5K	Buy	815 +100	+14%	+$8.09K	0.03%	310
2025 Q1	$58.2K	Buy	715 +115	+19%	+$10.1K	0.03%	318
2024 Q4	$54K	Buy	600 +400	+200%	+$31.9K	0.02%	331
2024 Q3	$12.4K	Hold	200	–	–	0.01%	511
2024 Q2	$10.7K	Hold	200	–	–	﹤0.01%	513
2024 Q1	$11.9K	Hold	200	–	–	0.01%	510
2023 Q4	$11.9K	Hold	200	–	–	0.01%	501
2023 Q3	$8.4K	Hold	200	–	–	﹤0.01%	558
2023 Q2	$10.2K	Hold	200	–	–	0.01%	552
2023 Q1	$11.7K	Hold	200	–	–	0.01%	547
2022 Q4	$11.1K	Sell	200 -250	-56%	-$12.2K	0.01%	560
2022 Q3	$24K	Hold	450	–	–	0.01%	470
2022 Q2	$26K	Sell	450 -100	-18%	-$8.1K	0.01%	477
2022 Q1	$59K	Sell	550 -120	-18%	-$13.8K	0.02%	401
2021 Q4	$102K	Buy	+670	New	+$153K	0.04%	337
2021 Q3	–	Sell	-50	Closed	-$14K	–	850
2021 Q2	$14K	Sell	50 -200	-80%	-$44.7K	﹤0.01%	709
2021 Q1	$51K	Sell	250 -550	-69%	-$128K	0.01%	502
2020 Q4	$178K	Hold	800	–	–	0.05%	260
2020 Q3	$172K	Sell	800 -800	-50%	-$166K	0.06%	248
2020 Q2	$276K	Buy	1,600 +1,000	+167%	+$126K	0.1%	196
2020 Q1	$55K	Buy	+600	New	+$48.3K	0.02%	407

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Optimum Investment Advisors's DOCU Position: Q3 2025 in Review

Optimum Investment Advisors reduced its DocuSign (DOCU) stake by 47% in Q3 2025, selling an estimated $29.3K and leaving 435 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #399.

Optimum Investment Advisors first reported a position in DOCU in Q1 2020 and has held it in 22 quarters since. The position peaked at $276K in Q2 2020. 813 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

Optimum Investment Advisors held 435 shares of DocuSign worth $31.4K as of Q3 2025.
Optimum Investment Advisors sold 380 DocuSign shares in Q3 2025, an estimated $29.3K.
DocuSign made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #399 holding.
Optimum Investment Advisors first reported a position in DocuSign in Q1 2020 and has held it in 22 quarters since.
Optimum Investment Advisors's DocuSign position peaked at $276K in Q2 2020.
813 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.