SMH
DOCU

Sanders Morris Harris’s DocuSign DOCU Stock Holding History

Sanders Morris Harris’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
-17,350
Closed -$1.25M – 108
2025
Q3 		$1.25M Buy
17,350
+350
+2% +$27K 0.17% 88
2025
Q2 		$1.32M Buy
17,000
+14,150
+496% +$1.14M 0.32% 30
2025
Q1 		$236K Hold
2,850
– – 0.04% 235
2024
Q4 		$256K Buy
+2,850
New +$228K 0.04% 241
2023
Q4 		– Sell
-92,440
Closed -$3.85M – 186
2023
Q3 		$3.85M Buy
+92,440
New +$4.53M 0.79% 21
2022
Q2 		– Sell
-2,864
Closed -$306K – 295
2022
Q1 		$306K Sell
2,864
-22,732
-89% -$2.61M 0.06% 222
2021
Q4 		$3.98M Buy
25,596
+22,732
+794% +$5.18M 0.69% 26
2021
Q3 		$770K Hold
2,864
– – 0.14% 113
2021
Q2 		$825K Sell
2,864
-28,950
-91% -$6.47M 0.16% 113
2021
Q1 		$6.54M Buy
31,814
+14,757
+87% +$3.42M 1.38% 14
2020
Q4 		$4.36M Sell
17,057
-324
-2% -$72.8K 0.99% 20
2020
Q3 		$4.14M Buy
+17,381
New +$3.61M 1.12% 15
2020
Q1 		– Sell
-30,090
Closed -$2.28M – 195
2019
Q4 		$2.28M Buy
+30,090
New +$2.07M 0.52% 50

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

Sanders Morris Harris's DOCU Position: Q4 2025 in Review

Sanders Morris Harris sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 17,350 shares — an estimated $1.25M sold.

Sanders Morris Harris first reported a position in DOCU in Q4 2019 and held it in 13 quarters. The position peaked at $6.54M in Q1 2021. 787 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Sanders Morris Harris reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 17,350 DocuSign shares in Q4 2025, an estimated $1.25M.
  • Sanders Morris Harris first reported a position in DocuSign in Q4 2019 and held it in 13 quarters.
  • Sanders Morris Harris's DocuSign position peaked at $6.54M in Q1 2021.
  • 787 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.