Sheaff Brock Investment Advisors’s DocuSign DOCU Stock Holding History

Sheaff Brock Investment Advisors’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	$566K	Buy	+6,952	New	+$609K	0.05%	239

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

Sheaff Brock Investment Advisors's DOCU Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in DocuSign (DOCU) in Q1 2025: 6,952 shares worth $566K. The stake represents 0.05% of the portfolio and ranks #239 among its holdings.

806 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Sheaff Brock Investment Advisors held 6,952 shares of DocuSign worth $566K as of Q1 2025.
DocuSign was a new Sheaff Brock Investment Advisors position in Q1 2025.
DocuSign made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #239 holding.
806 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.