Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,625
Closed -$204K 279
2025
Q2
$204K Hold
2,625
0.02% 248
2025
Q1
$214K Buy
2,625
+50
+2% +$4.38K 0.02% 245
2024
Q4
$232K Buy
+2,575
New +$206K 0.02% 239
2022
Q1
Sell
-1,750
Closed -$267K 194
2021
Q4
$267K Sell
1,750
-2,759
-61% -$629K 0.03% 164
2021
Q3
$1.16M Buy
4,509
+663
+17% +$191K 0.14% 70
2021
Q2
$1.07M Buy
+3,846
New +$860K 0.13% 70

Other funds holding DOCU

SPC Financial Inc's DOCU Position: Q3 2025 in Review

SPC Financial Inc sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 2,625 shares — an estimated $204K sold.

SPC Financial Inc first reported a position in DOCU in Q2 2021 and held it in 6 quarters. The position peaked at $1.16M in Q3 2021. 813 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • SPC Financial Inc reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • SPC Financial Inc sold 2,625 DocuSign shares in Q3 2025, an estimated $204K.
  • SPC Financial Inc first reported a position in DocuSign in Q2 2021 and held it in 6 quarters.
  • SPC Financial Inc's DocuSign position peaked at $1.16M in Q3 2021.
  • 813 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.