Ridgewood Investments’s DocuSign DOCU Stock Holding History

Ridgewood Investments’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	-1,722	Closed	-$134K	–	332
2025 Q2	$134K	Sell	1,722 -2,001	-54%	-$162K	0.06%	229
2025 Q1	$303K	Sell	3,723 -1,150	-24%	-$101K	0.14%	153
2024 Q4	$438K	Sell	4,873 -1,512	-24%	-$121K	0.21%	119
2024 Q3	$396K	Sell	6,385 -1,500	-19%	-$84.1K	0.2%	118
2024 Q2	$422K	Sell	7,885 -1,653	-17%	-$93.2K	0.21%	121
2024 Q1	$568K	Sell	9,538 -2,257	-19%	-$127K	0.3%	105
2023 Q4	$701K	Sell	11,795 -1,643	-12%	-$75.4K	0.41%	83
2023 Q3	$564K	Buy	13,438 +8,316	+162%	+$408K	0.37%	95
2023 Q2	$262K	Buy	5,122 +482	+10%	+$25.5K	0.15%	149
2023 Q1	$271K	Buy	4,640 +470	+11%	+$28K	0.17%	142
2022 Q4	$231K	Hold	4,170	–	–	0.16%	164
2022 Q3	$223K	Sell	4,170 -4,082	-49%	-$256K	0.19%	154
2022 Q2	$473K	Buy	8,252 +360	+5%	+$29.1K	0.37%	92
2022 Q1	$845K	Buy	+7,892	New	+$906K	0.55%	53
2021 Q4	–	Sell	-950	Closed	-$245K	–	198
2021 Q3	$245K	Sell	950 -475	-33%	-$137K	0.17%	162
2021 Q2	$398K	Buy	+1,425	New	+$319K	0.26%	130

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Ridgewood Investments's DOCU Position: Q3 2025 in Review

Ridgewood Investments sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 1,722 shares — an estimated $134K sold.

Ridgewood Investments first reported a position in DOCU in Q2 2021 and held it in 16 quarters. The position peaked at $845K in Q1 2022. 812 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

Ridgewood Investments reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 1,722 DocuSign shares in Q3 2025, an estimated $134K.
Ridgewood Investments first reported a position in DocuSign in Q2 2021 and held it in 16 quarters.
Ridgewood Investments's DocuSign position peaked at $845K in Q1 2022.
812 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.