Wealthfront Advisers
DOCU

Wealthfront Advisers’s DocuSign DOCU Stock Holding History

Wealthfront Advisers’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
Q3 		– Sell
-3,983
Closed -$310K – 1014
2025
Q2 		$310K Buy
3,983
+297
+8% +$24K ﹤0.01% 860
2025
Q1 		$300K Sell
3,686
-86
-2% -$7.53K ﹤0.01% 847
2024
Q4 		$339K Sell
3,772
-106
-3% -$8.46K ﹤0.01% 819
2024
Q3 		$241K Buy
+3,878
New +$217K ﹤0.01% 854
2023
Q3 		– Sell
-9,654
Closed -$493K – 830
2023
Q2 		$493K Buy
9,654
+1,236
+15% +$65.5K ﹤0.01% 679
2023
Q1 		$491K Buy
8,418
+283
+3% +$16.9K ﹤0.01% 668
2022
Q4 		$451K Buy
8,135
+4,268
+110% +$208K ﹤0.01% 655
2022
Q3 		$207K Sell
3,867
-152
-4% -$9.53K ﹤0.01% 749
2022
Q2 		$231K Buy
4,019
+1,022
+34% +$82.7K ﹤0.01% 734
2022
Q1 		$321K Buy
2,997
+1,042
+53% +$120K ﹤0.01% 702
2021
Q4 		$298K Sell
1,955
-2,048
-51% -$467K ﹤0.01% 682
2021
Q3 		$1.03M Buy
4,003
+514
+15% +$148K ﹤0.01% 466
2021
Q2 		$975K Buy
+3,489
New +$780K ﹤0.01% 433

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return