SSA
DOCU

Sierra Summit Advisors’s DocuSign DOCU Stock Holding History

Sierra Summit 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
Q2 		– Sell
-116,078
Closed -$9.45M – 189
2025
Q1 		$9.45M Buy
+116,078
New +$10.2M 2.05% 16

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sierra Summit Advisors's DOCU Position: Q2 2025 in Review

Sierra Summit Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 116,078 shares — an estimated $9.45M sold.

Sierra Summit Advisors first reported a position in DOCU in Q1 2025 and held it in 1 quarter. The position peaked at $9.45M in Q1 2025. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Sierra Summit Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 116,078 DocuSign shares in Q2 2025, an estimated $9.45M.
  • Sierra Summit Advisors first reported a position in DocuSign in Q1 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's DocuSign position peaked at $9.45M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.