PWM
DOCU

Parkworth Wealth Management’s DocuSign DOCU Stock Holding History

Parkworth Wealth Management’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
Q2 		$389 Buy
5
+3
+150% +$243 ﹤0.01% 713
2025
Q1 		$163 Buy
2
+1
+100% +$88 ﹤0.01% 785
2024
Q4 		$90 Buy
+1
New +$80 ﹤0.01% 1012

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's DOCU Position: Q2 2025 in Review

Parkworth Wealth Management increased its DocuSign (DOCU) stake by 150% in Q2 2025, buying an estimated $243 and bringing the position to 5 shares worth $389. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Parkworth Wealth Management first reported a position in DOCU in Q4 2024 and has held it in 3 quarters since. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of DocuSign worth $389 as of Q2 2025.
  • Parkworth Wealth Management bought 3 DocuSign shares in Q2 2025, an estimated $243.
  • DocuSign made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #713 holding.
  • Parkworth Wealth Management first reported a position in DocuSign in Q4 2024 and has held it in 3 quarters since.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.