SAM
DOCU

Shell Asset Management’s DocuSign DOCU Stock Holding History

Shell Asset Management’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
Q3 		$86K Buy
1,196
+845
+241% +$65.1K 0.01% 686
2025
Q2 		$27K Buy
+351
New +$28.4K ﹤0.01% 1211
2024
Q1 		$103K Sell
1,922
-200
-9% -$11.3K ﹤0.01% 1010
2023
Q4 		$126K Sell
2,122
-6,474
-75% -$297K 0.01% 1002
2023
Q3 		$361K Sell
8,596
-223
-3% -$10.9K 0.01% 694
2023
Q2 		$451K Sell
8,819
-966
-10% -$51.2K 0.02% 616
2023
Q1 		$570K Hold
9,785
– – 0.02% 510
2022
Q4 		$542K Sell
9,785
-1,506
-13% -$73.3K 0.02% 502
2022
Q3 		$604K Sell
11,291
-2,955
-21% -$185K 0.02% 493
2022
Q2 		$817K Buy
14,246
+827
+6% +$67K 0.02% 484
2022
Q1 		$1.44M Sell
13,419
-878
-6% -$101K 0.03% 395
2021
Q4 		$2.18M Buy
14,297
+2,006
+16% +$457K 0.04% 340
2021
Q3 		$3.16M Sell
12,291
-12,799
-51% -$3.69M 0.07% 257
2021
Q2 		$7.01M Sell
25,090
-456
-2% -$102K 0.14% 163
2021
Q1 		$5.17M Buy
25,546
+9,970
+64% +$2.31M 0.1% 221
2020
Q4 		$3.46M Buy
15,576
+3,516
+29% +$790K 0.07% 293
2020
Q3 		$2.6M Buy
12,060
+6,057
+101% +$1.26M 0.06% 291
2020
Q2 		$1.03M Buy
6,003
+1,927
+47% +$243K 0.03% 427
2020
Q1 		$377K Sell
4,076
-337
-8% -$27.1K 0.01% 776
2019
Q4 		$327K Sell
4,413
-1,729
-28% -$119K 0.01% 1036
2019
Q3 		$380K Hold
6,142
– – 0.01% 998
2019
Q2 		$305K Buy
+6,142
New +$328K 0.01% 1057

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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shell Asset Management's DOCU Position: Q3 2025 in Review

Shell Asset Management increased its DocuSign (DOCU) stake by 241% in Q3 2025, buying an estimated $65.1K and bringing the position to 1,196 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #686.

Shell Asset Management first reported a position in DOCU in Q2 2019 and has held it in 22 quarters since. The position peaked at $7.01M in Q2 2021. 813 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Shell Asset Management held 1,196 shares of DocuSign worth $86K as of Q3 2025.
  • Shell Asset Management bought 845 DocuSign shares in Q3 2025, an estimated $65.1K.
  • DocuSign made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #686 holding.
  • Shell Asset Management first reported a position in DocuSign in Q2 2019 and has held it in 22 quarters since.
  • Shell Asset Management's DocuSign position peaked at $7.01M in Q2 2021.
  • 813 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.