Redwood Financial Network’s DocuSign DOCU Stock Holding History

Redwood Financial Network’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 Q1	–	Sell	-2,242	Closed	-$202K	–	161
2024 Q4	$202K	Buy	+2,242	New	+$179K	0.15%	154
2022 Q2	–	Sell	-2,505	Closed	-$268K	–	139
2022 Q1	$268K	Buy	+2,505	New	+$287K	0.25%	118

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Redwood Financial Network's DOCU Position: Q1 2025 in Review

Redwood Financial Network sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 2,242 shares — an estimated $202K sold.

Redwood Financial Network first reported a position in DOCU in Q1 2022 and held it in 2 quarters. The position peaked at $268K in Q1 2022. 806 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Redwood Financial Network reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Redwood Financial Network sold 2,242 DocuSign shares in Q1 2025, an estimated $202K.
Redwood Financial Network first reported a position in DocuSign in Q1 2022 and held it in 2 quarters.
Redwood Financial Network's DocuSign position peaked at $268K in Q1 2022.
806 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Redwood Financial Network's 13F filing for Q1 2025, filed 15 May 2025.