Sandy Spring Bank’s DocuSign DOCU Stock Holding History

Sandy Spring Bank’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 Q1	$814	Buy	+10	New	+$876	﹤0.01%	1103
2024 Q3	–	Sell	-5	Closed	-$268	–	1225
2024 Q2	$268	Hold	5	–	–	﹤0.01%	1209
2024 Q1	$298	Hold	5	–	–	﹤0.01%	1173
2023 Q4	$298	Sell	5 -157	-97%	-$7.2K	﹤0.01%	1129
2023 Q3	$6.8K	Buy	162 +157	+3,140%	+$7.7K	﹤0.01%	884
2023 Q2	$256	Buy	+5	New	+$265	﹤0.01%	1180
2022 Q4	–	Sell	-65	Closed	-$3K	–	1163
2022 Q3	$3K	Sell	65 -4	-6%	-$251	﹤0.01%	987
2022 Q2	$4K	Buy	69 +4	+6%	+$324	﹤0.01%	971
2022 Q1	$7K	Hold	65	–	–	﹤0.01%	917
2021 Q4	$10K	Sell	65 -36	-36%	-$8.21K	﹤0.01%	904
2021 Q3	$26K	Buy	101 +36	+55%	+$10.4K	﹤0.01%	705
2021 Q2	$18K	Hold	65	–	–	﹤0.01%	804
2021 Q1	$13K	Hold	65	–	–	﹤0.01%	743
2020 Q4	$14K	Buy	+65	New	+$14.6K	﹤0.01%	698

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sandy Spring Bank's DOCU Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in DocuSign (DOCU) in Q1 2025: 10 shares worth $814. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in DOCU as recently as Q2 2024.

Sandy Spring Bank first reported a position in DOCU in Q4 2020 and has held it in 14 quarters since. The position peaked at $26K in Q3 2021. 807 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Sandy Spring Bank held 10 shares of DocuSign worth $814 as of Q1 2025.
DocuSign was a new Sandy Spring Bank position in Q1 2025.
DocuSign made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1103 holding.
Sandy Spring Bank first reported a position in DocuSign in Q4 2020 and has held it in 14 quarters since.
Sandy Spring Bank's DocuSign position peaked at $26K in Q3 2021.
807 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.