Savant Capital’s DocuSign DOCU Stock Holding History

Savant Capital’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	–	Sell	-45,722	Closed	-$4.11M	–	1182
2024 Q4	$4.11M	Buy	45,722 +466	+1%	+$37.2K	0.03%	268
2024 Q3	$2.81M	Sell	45,256 -11,422	-20%	-$640K	0.02%	331
2024 Q2	$3.03M	Buy	56,678 +1,025	+2%	+$57.8K	0.03%	282
2024 Q1	$3.31M	Buy	+55,653	New	+$3.14M	0.04%	242

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Savant Capital's DOCU Position: Q1 2025 in Review

Savant Capital sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 45,722 shares — an estimated $4.11M sold.

Savant Capital first reported a position in DOCU in Q1 2024 and held it in 4 quarters. The position peaked at $4.11M in Q4 2024. 811 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Savant Capital reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 45,722 DocuSign shares in Q1 2025, an estimated $4.11M.
Savant Capital first reported a position in DocuSign in Q1 2024 and held it in 4 quarters.
Savant Capital's DocuSign position peaked at $4.11M in Q4 2024.
811 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.