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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Rise Advisors's DOCU Position: Q4 2025 in Review

Rise Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 429 shares — an estimated $30.9K sold.

Rise Advisors first reported a position in DOCU in Q4 2021 and held it in 16 quarters. The position peaked at $84K in Q1 2022. 787 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Rise Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 429 DocuSign shares in Q4 2025, an estimated $30.9K.
  • Rise Advisors first reported a position in DocuSign in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's DocuSign position peaked at $84K in Q1 2022.
  • 787 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.