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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RFG Advisory's DOCU Position: Q3 2025 in Review

RFG Advisory sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 3,466 shares — an estimated $270K sold.

RFG Advisory first reported a position in DOCU in Q2 2020 and held it in 7 quarters. The position peaked at $274K in Q1 2025. 816 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

RFG Advisory reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
RFG Advisory sold 3,466 DocuSign shares in Q3 2025, an estimated $270K.
RFG Advisory first reported a position in DocuSign in Q2 2020 and held it in 7 quarters.
RFG Advisory's DocuSign position peaked at $274K in Q1 2025.
816 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on RFG Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.