Rodgers Brothers’s DocuSign DOCU Stock Holding History

Rodgers Brothers’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
2026 Q1	$707K	Buy	14,915 +5,440	+57%	+$278K	0.08%	157
2025 Q4	$648K	Sell	9,475 -1,150	-11%	-$79.5K	0.08%	162
2025 Q3	$766K	Sell	10,625 -125	-1%	-$9.63K	0.09%	156
2025 Q2	$837K	Buy	10,750 +2,910	+37%	+$235K	0.11%	147
2025 Q1	$638K	Hold	7,840	–	–	0.09%	164
2024 Q4	$705K	Hold	7,840	–	–	0.09%	155
2024 Q3	$487K	Sell	7,840 -150	-2%	-$8.41K	0.06%	184
2024 Q2	$427K	Sell	7,990 -50	-0.6%	-$2.82K	0.06%	191
2024 Q1	$479K	Buy	8,040 +125	+2%	+$7.06K	0.07%	179
2023 Q4	$471K	Buy	7,915 +900	+13%	+$41.3K	0.07%	171
2023 Q3	$295K	Buy	7,015 +685	+11%	+$33.6K	0.05%	190
2023 Q2	$323K	Buy	6,330 +1,165	+23%	+$61.7K	0.06%	176
2023 Q1	$301K	Buy	5,165 +250	+5%	+$14.9K	0.06%	185
2022 Q4	$272K	Buy	4,915 +265	+6%	+$12.9K	0.05%	182
2022 Q3	$249K	Hold	4,650	–	–	0.05%	190
2022 Q2	$267K	Buy	4,650 +950	+26%	+$76.9K	0.05%	185
2022 Q1	$396K	Buy	+3,700	New	+$425K	0.07%	168

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return