RA
DOCU

Rise Advisors’s DocuSign DOCU Stock Holding History

Rise Advisors’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 		– Sell
-429
Closed -$30.9K – 474
2025
Q3 		$30.9K Hold
429
– – 0.01% 365
2025
Q2 		$33.4K Sell
429
-34
-7% -$2.75K 0.01% 314
2025
Q1 		$37.7K Buy
463
+415
+865% +$36.4K 0.02% 283
2024
Q4 		$4.32K Sell
48
-226
-82% -$18K ﹤0.01% 1055
2024
Q3 		$17K Sell
274
-222
-45% -$12.4K 0.01% 793
2024
Q2 		$26.5K Hold
496
– – 0.01% 440
2024
Q1 		$29.5K Sell
496
-5
-1% -$282 0.02% 389
2023
Q4 		$29.8K Sell
501
-45
-8% -$2.06K 0.02% 214
2023
Q3 		$22.9K Sell
546
-100
-15% -$4.9K 0.02% 218
2023
Q2 		$33K Sell
646
-122
-16% -$6.46K 0.03% 190
2023
Q1 		$44.8K Hold
768
– – 0.03% 163
2022
Q4 		$42.6K Sell
768
-34
-4% -$1.66K 0.03% 166
2022
Q3 		$43K Sell
802
-5
-0.6% -$313 0.04% 166
2022
Q2 		$46K Buy
807
+20
+3% +$1.62K 0.05% 145
2022
Q1 		$84K Buy
787
+273
+53% +$31.3K 0.08% 111
2021
Q4 		$78.3K Buy
+514
New +$117K 0.07% 111

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
Capital World Investors
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return