Roxbury Financial’s DocuSign DOCU Stock Holding History

Roxbury Financial’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 Q2	–	Sell	-5	Closed	-$416	–	366
2025 Q1	$416	Hold	5	–	–	﹤0.01%	342
2024 Q4	$398	Buy	+5	New	+$399	﹤0.01%	378

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Roxbury Financial's DOCU Position: Q2 2025 in Review

Roxbury Financial sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 5 shares — an estimated $416 sold.

Roxbury Financial first reported a position in DOCU in Q4 2024 and held it in 2 quarters. The position peaked at $416 in Q1 2025. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Roxbury Financial reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Roxbury Financial sold 5 DocuSign shares in Q2 2025, an estimated $416.
Roxbury Financial first reported a position in DocuSign in Q4 2024 and held it in 2 quarters.
Roxbury Financial's DocuSign position peaked at $416 in Q1 2025.
778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Roxbury Financial's 13F filing for Q2 2025, filed 7 Jul 2025.