TCM
DOCU

Telos Capital Management’s DocuSign DOCU Stock Holding History

Telos Capital 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
-2,455
Closed -$221K – 193
2024
Q4 		$221K Buy
+2,455
New +$196K 0.02% 186
2024
Q3 		– Sell
-7,622
Closed -$408K – 199
2024
Q2 		$408K Sell
7,622
-375
-5% -$21.1K 0.05% 147
2024
Q1 		$476K Sell
7,997
-1,671
-17% -$94.3K 0.05% 146
2023
Q4 		$575K Buy
+9,668
New +$443K 0.07% 136

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Telos Capital Management's DOCU Position: Q1 2025 in Review

Telos Capital Management sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 2,455 shares — an estimated $221K sold.

Telos Capital Management first reported a position in DOCU in Q4 2023 and held it in 4 quarters. The position peaked at $575K in Q4 2023. 806 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Telos Capital Management reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Telos Capital Management sold 2,455 DocuSign shares in Q1 2025, an estimated $221K.
  • Telos Capital Management first reported a position in DocuSign in Q4 2023 and held it in 4 quarters.
  • Telos Capital Management's DocuSign position peaked at $575K in Q4 2023.
  • 806 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Telos Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.