SSG
DOCU

Summit Securities Group’s DocuSign DOCU Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-414
Closed -$33.7K – 1160
2025
Q1 		$33.7K Buy
+414
New +$36.3K 0.01% 384
2024
Q1 		– Sell
-1,500
Closed -$89K – 574
2023
Q4 		$89K Buy
1,500
+995
+197% +$45.6K 0.01% 350
2023
Q3 		$21K Buy
505
+205
+68% +$10K ﹤0.01% 359
2023
Q2 		$15K Buy
+300
New +$15.9K ﹤0.01% 701
2023
Q1 		– Sell
-624
Closed -$35K – 920
2022
Q4 		$35K Sell
624
-41,073
-99% -$2M ﹤0.01% 791
2022
Q3 		$2.23M Buy
+41,697
New +$2.61M 0.17% 87
2022
Q2 		– Sell
-813
Closed -$87K – 1013
2022
Q1 		$87K Buy
+813
New +$93.3K 0.01% 534

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return