TA
DOCU

TFB Advisors’s DocuSign DOCU Stock Holding History

TFB Advisors’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
-3,109
Closed -$213K – 311
2025
Q3 		$213K Sell
3,109
-921
-23% -$71K 0.06% 294
2025
Q2 		$314K Buy
4,030
+479
+13% +$38.8K 0.08% 251
2025
Q1 		$289K Buy
3,551
+82
+2% +$7.18K 0.08% 255
2024
Q4 		$312K Buy
+3,469
New +$277K 0.09% 238

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TFB Advisors's DOCU Position: Q4 2025 in Review

TFB Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 3,109 shares — an estimated $213K sold.

TFB Advisors first reported a position in DOCU in Q4 2024 and held it in 4 quarters. The position peaked at $314K in Q2 2025. 784 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • TFB Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • TFB Advisors sold 3,109 DocuSign shares in Q4 2025, an estimated $213K.
  • TFB Advisors first reported a position in DocuSign in Q4 2024 and held it in 4 quarters.
  • TFB Advisors's DocuSign position peaked at $314K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on TFB Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.