Taylor Financial Group’s DocuSign DOCU Stock Holding History

Taylor 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
2025 Q4	–	Sell	-4,000	Closed	-$288K	–	103
2025 Q3	$288K	Buy	+4,000	New	+$308K	0.17%	87

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Taylor Financial Group's DOCU Position: Q4 2025 in Review

Taylor Financial Group sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 4,000 shares — an estimated $288K sold.

Taylor Financial Group first reported a position in DOCU in Q3 2025 and held it in 1 quarter. The position peaked at $288K in Q3 2025. 788 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Taylor Financial Group reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Taylor Financial Group sold 4,000 DocuSign shares in Q4 2025, an estimated $288K.
Taylor Financial Group first reported a position in DocuSign in Q3 2025 and held it in 1 quarter.
Taylor Financial Group's DocuSign position peaked at $288K in Q3 2025.
788 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Taylor Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.