PCIA
DOCU

Prime Capital Investment Advisors’s DocuSign DOCU Stock Holding History

Prime Capital 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
Q2 		– Sell
-5,149
Closed -$419K – 1000
2025
Q1 		$419K Buy
+5,149
New +$451K ﹤0.01% 726
2024
Q2 		– Sell
-6,261
Closed -$373K – 952
2024
Q1 		$373K Sell
6,261
-4,859
-44% -$274K 0.01% 715
2023
Q4 		$661K Sell
11,120
-2,128
-16% -$97.6K 0.01% 508
2023
Q3 		$556K Buy
13,248
+5,028
+61% +$246K 0.01% 448
2023
Q2 		$420K Buy
8,220
+2,099
+34% +$111K 0.01% 515
2023
Q1 		$357K Buy
+6,121
New +$365K 0.01% 398
2022
Q3 		– Sell
-5,743
Closed -$330K – 415
2022
Q2 		$330K Buy
5,743
+243
+4% +$19.7K 0.02% 280
2022
Q1 		$838K Hold
5,500
– – 0.05% 185
2021
Q4 		$838K Buy
5,500
+278
+5% +$63.4K 0.04% 187
2021
Q3 		$1.34M Buy
+5,222
New +$1.5M 0.08% 159
2021
Q2 		– Sell
-361
Closed -$73K – 422
2021
Q1 		$73K Buy
361
+140
+63% +$32.5K 0.01% 308
2020
Q4 		$49K Sell
221
-3,680
-94% -$827K ﹤0.01% 323
2020
Q3 		$840K Buy
+3,901
New +$810K 0.07% 165
2020
Q2 		– Sell
-30
Closed -$3K – 471
2020
Q1 		$3K Sell
30
-116
-79% -$9.33K ﹤0.01% 446
2019
Q4 		$11K Buy
+146
New +$10K ﹤0.01% 481

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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prime Capital Investment Advisors's DOCU Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 5,149 shares — an estimated $419K sold.

Prime Capital Investment Advisors first reported a position in DOCU in Q4 2019 and held it in 15 quarters. The position peaked at $1.34M in Q3 2021. 782 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,149 DocuSign shares in Q2 2025, an estimated $419K.
  • Prime Capital Investment Advisors first reported a position in DocuSign in Q4 2019 and held it in 15 quarters.
  • Prime Capital Investment Advisors's DocuSign position peaked at $1.34M in Q3 2021.
  • 782 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.