Sumitomo Mitsui Financial Group’s DocuSign DOCU Stock Holding History

Sumitomo Mitsui Financial Group’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
2023 Q4	–	Sell	-20,000	Closed	-$1.3K	–	168
2023 Q3	$1.3K	Buy	20,000 +1,000	+5%	+$49K	﹤0.01%	166
2023 Q2	$179K	Buy	19,000 +9,000	+90%	+$477K	0.01%	128
2023 Q1	$24.1K	Buy	10,000 +200	+2%	+$11.9K	﹤0.01%	152
2022 Q4	$87	Sell	9,800 -200	-2%	-$9.74K	﹤0.01%	169
2022 Q3	$12K	Sell	10,000 -10,000	-50%	-$627K	﹤0.01%	183
2022 Q2	$96K	Sell	20,000 -20,000	-50%	-$1.62M	﹤0.01%	177
2022 Q1	$7K	Hold	40,000	–	–	﹤0.01%	192
2021 Q4	$201K	Buy	40,000 +20,300	+103%	+$4.63M	0.01%	153
2021 Q3	$188K	Buy	+19,700	New	+$5.68M	﹤0.01%	158
2021 Q2	–	Sell	-78,000	Closed	-$1.35M	–	172
2021 Q1	$1.35M	Buy	+78,000	New	+$18.1M	0.03%	95

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sumitomo Mitsui Financial Group's DOCU Position: Q3 2025 in Review

Sumitomo Mitsui Financial Group sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 911 shares — an estimated $69.7K sold.

Sumitomo Mitsui Financial Group first reported a position in DOCU in Q4 2020 and held it in 17 quarters. The position peaked at $18.1M in Q1 2022. 813 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

Sumitomo Mitsui Financial Group reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 911 DocuSign shares in Q3 2025, an estimated $69.7K.
Sumitomo Mitsui Financial Group first reported a position in DocuSign in Q4 2020 and held it in 17 quarters.
Sumitomo Mitsui Financial Group's DocuSign position peaked at $18.1M in Q1 2022.
813 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.