SPC
DOCU

Sigma Planning Corp’s DocuSign DOCU Stock Holding History

Sigma Planning Corp’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
-4,390
Closed -$357K – 1265
2025
Q1 		$357K Sell
4,390
-2,588
-37% -$227K 0.01% 869
2024
Q4 		$628K Buy
6,978
+2,275
+48% +$182K 0.02% 642
2024
Q3 		$292K Buy
4,703
+106
+2% +$5.94K 0.01% 964
2024
Q2 		$246K Sell
4,597
-400
-8% -$22.6K 0.01% 1003
2024
Q1 		$298K Buy
4,997
+535
+12% +$30.2K 0.01% 964
2023
Q4 		$265K Sell
4,462
-849
-16% -$38.9K 0.02% 670
2023
Q3 		$223K Buy
5,311
+807
+18% +$39.6K 0.01% 1047
2023
Q2 		$230K Sell
4,504
-4
-0.1% -$212 0.01% 1043
2023
Q1 		$263K Buy
+4,508
New +$269K 0.01% 1052
2022
Q3 		– Sell
-7,238
Closed -$415K – 1278
2022
Q2 		$415K Sell
7,238
-3,182
-31% -$258K 0.01% 834
2022
Q1 		$1.12M Buy
10,420
+4,952
+91% +$568K 0.03% 492
2021
Q4 		$833K Sell
5,468
-10,532
-66% -$2.4M 0.02% 624
2021
Q3 		$4.12M Buy
16,000
+3,773
+31% +$1.09M 0.12% 177
2021
Q2 		$3.42M Sell
12,227
-2,387
-16% -$534K 0.1% 218
2021
Q1 		$2.96M Buy
14,614
+3,270
+29% +$758K 0.09% 241
2020
Q4 		$2.52M Buy
11,344
+4,128
+57% +$927K 0.09% 234
2020
Q3 		$1.55M Buy
7,216
+1,648
+30% +$342K 0.06% 297
2020
Q2 		$959K Buy
5,568
+841
+18% +$106K 0.04% 401
2020
Q1 		$437K Buy
+4,727
New +$380K 0.03% 526
2018
Q4 		– Sell
-8,115
Closed -$427K – 874
2018
Q3 		$427K Buy
+8,115
New +$460K 0.03% 537

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

Sigma Planning Corp's DOCU Position: Q2 2025 in Review

Sigma Planning Corp sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 4,390 shares — an estimated $357K sold.

Sigma Planning Corp first reported a position in DOCU in Q3 2018 and held it in 20 quarters. The position peaked at $4.12M in Q3 2021. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Sigma Planning Corp reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 4,390 DocuSign shares in Q2 2025, an estimated $357K.
  • Sigma Planning Corp first reported a position in DocuSign in Q3 2018 and held it in 20 quarters.
  • Sigma Planning Corp's DocuSign position peaked at $4.12M in Q3 2021.
  • 781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.