Van Hulzen Asset Management’s DocuSign DOCU Stock Holding History

Van Hulzen 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	-365	Closed	-$32.8K	–	497
2024 Q4	$32.8K	Buy	+365	New	+$29.1K	﹤0.01%	589
2022 Q3	–	Sell	-14,872	Closed	-$853K	–	286
2022 Q2	$853K	Sell	14,872 -633	-4%	-$51.2K	0.1%	123
2022 Q1	$1.66M	Buy	15,505 +5,703	+58%	+$655K	0.18%	95
2021 Q4	$1.49M	Buy	9,802 +3,711	+61%	+$846K	0.16%	95
2021 Q3	$1.57M	Buy	6,091 +109	+2%	+$31.4K	0.23%	76
2021 Q2	$1.67M	Buy	+5,982	New	+$1.34M	0.25%	72

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Van Hulzen Asset Management's DOCU Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 365 shares — an estimated $32.8K sold.

Van Hulzen Asset Management first reported a position in DOCU in Q2 2021 and held it in 6 quarters. The position peaked at $1.67M in Q2 2021. 806 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Van Hulzen Asset Management reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 365 DocuSign shares in Q1 2025, an estimated $32.8K.
Van Hulzen Asset Management first reported a position in DocuSign in Q2 2021 and held it in 6 quarters.
Van Hulzen Asset Management's DocuSign position peaked at $1.67M in Q2 2021.
806 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.