Simplicity Wealth’s DocuSign DOCU Stock Holding History

Simplicity Wealth’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	-19,785	Closed	-$1.61M	–	612
2025 Q1	$1.61M	Buy	+19,785	New	+$1.73M	0.13%	185
2024 Q4	–	Sell	-10,232	Closed	-$635K	–	387
2024 Q3	$635K	Buy	10,232 +52	+0.5%	+$2.91K	0.06%	257
2024 Q2	$545K	Buy	10,180 +43	+0.4%	+$2.42K	0.01%	720
2024 Q1	$604K	Buy	+10,137	New	+$572K	0.01%	669

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's DOCU Position: Q2 2025 in Review

Simplicity Wealth sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 19,785 shares — an estimated $1.61M sold.

Simplicity Wealth first reported a position in DOCU in Q1 2024 and held it in 4 quarters. The position peaked at $1.61M in Q1 2025. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Simplicity Wealth reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Simplicity Wealth sold 19,785 DocuSign shares in Q2 2025, an estimated $1.61M.
Simplicity Wealth first reported a position in DocuSign in Q1 2024 and held it in 4 quarters.
Simplicity Wealth's DocuSign position peaked at $1.61M in Q1 2025.
778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.