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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealthfront Advisers's DOCU Position: Q3 2025 in Review

Wealthfront Advisers sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 3,983 shares — an estimated $310K sold.

Wealthfront Advisers first reported a position in DOCU in Q2 2021 and held it in 13 quarters. The position peaked at $1.03M in Q3 2021. 816 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

Wealthfront Advisers reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
Wealthfront Advisers sold 3,983 DocuSign shares in Q3 2025, an estimated $310K.
Wealthfront Advisers first reported a position in DocuSign in Q2 2021 and held it in 13 quarters.
Wealthfront Advisers's DocuSign position peaked at $1.03M in Q3 2021.
816 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Wealthfront Advisers's 13F filing for Q3 2025, filed 6 Nov 2025.