Prosperity Wealth Management’s DocuSign DOCU Stock Holding History

Prosperity 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 Q4	$468K	Buy	6,835 +1,415	+26%	+$97.9K	0.16%	141
2025 Q3	$391K	Buy	+5,420	New	+$418K	0.13%	159
2025 Q2	–	Sell	-7,435	Closed	-$605K	–	248
2025 Q1	$605K	Sell	7,435 -150	-2%	-$13.1K	0.28%	81
2024 Q4	$682K	Buy	7,585 +295	+4%	+$23.6K	0.28%	65
2024 Q3	$453K	Buy	7,290 +40	+0.6%	+$2.24K	0.18%	91
2024 Q2	$388K	Buy	7,250 +1,480	+26%	+$83.5K	0.19%	103
2024 Q1	$344K	Buy	5,770 +985	+21%	+$55.6K	0.16%	102
2023 Q4	$284K	Buy	+4,785	New	+$219K	0.18%	91

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prosperity Wealth Management's DOCU Position: Q4 2025 in Review

Prosperity Wealth Management increased its DocuSign (DOCU) stake by 26% in Q4 2025, buying an estimated $97.9K and bringing the position to 6,835 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #141.

Prosperity Wealth Management first reported a position in DOCU in Q4 2023 and has held it in 8 quarters since. The position peaked at $682K in Q4 2024. 783 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Prosperity Wealth Management held 6,835 shares of DocuSign worth $468K as of Q4 2025.
Prosperity Wealth Management bought 1,415 DocuSign shares in Q4 2025, an estimated $97.9K.
DocuSign made up 0.16% of Prosperity Wealth Management's portfolio in Q4 2025, its #141 holding.
Prosperity Wealth Management first reported a position in DocuSign in Q4 2023 and has held it in 8 quarters since.
Prosperity Wealth Management's DocuSign position peaked at $682K in Q4 2024.
783 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.