RA
DOCU

RFG Advisory’s DocuSign DOCU Stock Holding History

RFG Advisory’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 		– Sell
-3,466
Closed -$270K – 968
2025
Q2 		$270K Buy
3,466
+100
+3% +$8.09K 0.01% 811
2025
Q1 		$274K Buy
+3,366
New +$295K 0.01% 742
2024
Q2 		– Sell
-3,845
Closed -$229K – 716
2024
Q1 		$229K Buy
+3,845
New +$217K 0.01% 661
2021
Q2 		– Sell
-1,043
Closed -$211K – 436
2021
Q1 		$211K Buy
1,043
+92
+10% +$21.3K 0.02% 413
2020
Q4 		$233K Sell
951
-188
-17% -$42.2K 0.03% 393
2020
Q3 		$245K Sell
1,139
-63
-5% -$13.1K 0.03% 354
2020
Q2 		$207K Buy
+1,202
New +$151K 0.03% 360

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return