TFM
DOCU

TFC Financial Management’s DocuSign DOCU Stock Holding History

TFC Financial 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
Q4 		– Sell
-1
Closed -$73 – 990
2025
Q3 		$73 Hold
1
– – ﹤0.01% 941
2025
Q2 		$78 Buy
+1
New +$81 ﹤0.01% 920
2022
Q3 		– Sell
-68
Closed -$4K – 542
2022
Q2 		$4K Hold
68
– – ﹤0.01% 347
2022
Q1 		$7K Hold
68
– – ﹤0.01% 327
2021
Q4 		$10K Sell
68
-505
-88% -$115K ﹤0.01% 335
2021
Q3 		$148K Hold
573
– – 0.05% 125
2021
Q2 		$160K Hold
573
– – 0.05% 114
2021
Q1 		$116K Hold
573
– – 0.05% 130
2020
Q4 		$127K Buy
573
+132
+30% +$29.6K 0.05% 118
2020
Q3 		$95K Buy
+441
New +$91.5K 0.05% 125

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T 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