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 New York $5.7T 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

Capital World Investors

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

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 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