SA
DOCU

SRH Advisors’s DocuSign DOCU Stock Holding History

SRH 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
Q3 		– Sell
-200
Closed -$15.6K – 279
2025
Q2 		$15.6K Hold
200
– – ﹤0.01% 185
2025
Q1 		$16.3K Hold
200
– – 0.01% 180
2024
Q4 		$18K Hold
200
– – 0.01% 178
2024
Q3 		$12.4K Hold
200
– – ﹤0.01% 203
2024
Q2 		$10.7K Hold
200
– – ﹤0.01% 210
2024
Q1 		$11.9K Hold
200
– – ﹤0.01% 205
2023
Q4 		$11.9K Hold
200
– – ﹤0.01% 199
2023
Q3 		$8.4K Hold
200
– – ﹤0.01% 208
2023
Q2 		$11.7K Hold
200
– – 0.01% 188
2023
Q1 		$12K Hold
200
– – 0.01% 187
2022
Q4 		$11K Hold
200
– – 0.01% 191
2022
Q3 		$11K Hold
200
– – 0.01% 197
2022
Q2 		$11K Hold
200
– – 0.01% 197
2022
Q1 		$21K Buy
+200
New +$23K 0.02% 168

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SRH Advisors's DOCU Position: Q3 2025 in Review

SRH Advisors sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 200 shares — an estimated $15.6K sold.

SRH Advisors first reported a position in DOCU in Q1 2022 and held it in 14 quarters. The position peaked at $21K in Q1 2022. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • SRH Advisors reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • SRH Advisors sold 200 DocuSign shares in Q3 2025, an estimated $15.6K.
  • SRH Advisors first reported a position in DocuSign in Q1 2022 and held it in 14 quarters.
  • SRH Advisors's DocuSign position peaked at $21K in Q1 2022.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on SRH Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.