SAI
DOCU

Savvy Advisors Inc’s DocuSign DOCU Stock Holding History

Savvy Advisors Inc’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
-2,963
Closed -$214K – 1040
2025
Q3 		$214K Sell
2,963
-127
-4% -$9.79K 0.01% 764
2025
Q2 		$241K Buy
3,090
+157
+5% +$12.7K 0.02% 538
2025
Q1 		$239K Buy
2,933
+603
+26% +$52.8K 0.02% 442
2024
Q4 		$210K Buy
+2,330
New +$186K 0.03% 426

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
JCAM
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
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

Savvy Advisors Inc's DOCU Position: Q4 2025 in Review

Savvy Advisors Inc sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 2,963 shares — an estimated $214K sold.

Savvy Advisors Inc first reported a position in DOCU in Q4 2024 and held it in 4 quarters. The position peaked at $241K in Q2 2025. 783 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Savvy Advisors Inc reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 2,963 DocuSign shares in Q4 2025, an estimated $214K.
  • Savvy Advisors Inc first reported a position in DocuSign in Q4 2024 and held it in 4 quarters.
  • Savvy Advisors Inc's DocuSign position peaked at $241K in Q2 2025.
  • 783 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.