SAM
DOCU

Synergy Asset Management’s DocuSign DOCU Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-23
Closed -$1.43K – 247
2024
Q4 		$1.43K Buy
+23
New +$1.84K ﹤0.01% 698

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Synergy Asset Management's DOCU Position: Q1 2025 in Review

Synergy Asset Management sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 23 shares — an estimated $1.43K sold.

Synergy Asset Management first reported a position in DOCU in Q4 2024 and held it in 1 quarter. The position peaked at $1.43K in Q4 2024. 811 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Synergy Asset Management reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 23 DocuSign shares in Q1 2025, an estimated $1.43K.
  • Synergy Asset Management first reported a position in DocuSign in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's DocuSign position peaked at $1.43K in Q4 2024.
  • 811 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.