Weatherly Asset Management’s DocuSign DOCU Stock Holding History

Weatherly 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	-2,453	Closed	-$221K	–	182
2024 Q4	$221K	Buy	+2,453	New	+$196K	0.02%	168
2024 Q2	–	Sell	-5,216	Closed	-$311K	–	170
2024 Q1	$311K	Sell	5,216 -1,402	-21%	-$79.2K	0.03%	149
2023 Q4	$393K	Sell	6,618 -3,145	-32%	-$144K	0.04%	134
2023 Q3	$410K	Sell	9,763 -3,352	-26%	-$164K	0.05%	134
2023 Q2	$670K	Sell	13,115 -620	-5%	-$32.8K	0.08%	120
2023 Q1	$801K	Sell	13,735 -615	-4%	-$36.7K	0.1%	112
2022 Q4	$795K	Sell	14,350 -4,815	-25%	-$234K	0.11%	112
2022 Q3	$1.02M	Sell	19,165 -500	-3%	-$31.3K	0.15%	100
2022 Q2	$1.13M	Sell	19,665 -617	-3%	-$50K	0.16%	100
2022 Q1	$2.17M	Buy	20,282 +1,805	+10%	+$207K	0.25%	76
2021 Q4	$2.81M	Buy	18,477 +1,635	+10%	+$373K	0.31%	64
2021 Q3	$4.34M	Buy	16,842 +3,227	+24%	+$930K	0.53%	38
2021 Q2	$3.81M	Buy	13,615 +710	+6%	+$159K	0.48%	39
2021 Q1	$2.61M	Buy	12,905 +665	+5%	+$154K	0.36%	56
2020 Q4	$2.72M	Buy	12,240 +115	+0.9%	+$25.8K	0.39%	48
2020 Q3	$2.61M	Buy	12,125 +1,653	+16%	+$343K	0.42%	46
2020 Q2	$1.8M	Buy	10,472 +3,855	+58%	+$486K	0.32%	55
2020 Q1	$611K	Buy	+6,617	New	+$532K	0.13%	108

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

Weatherly Asset Management's DOCU Position: Q1 2025 in Review

Weatherly Asset Management sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 2,453 shares — an estimated $221K sold.

Weatherly Asset Management first reported a position in DOCU in Q1 2020 and held it in 18 quarters. The position peaked at $4.34M in Q3 2021. 807 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Weatherly Asset Management reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Weatherly Asset Management sold 2,453 DocuSign shares in Q1 2025, an estimated $221K.
Weatherly Asset Management first reported a position in DocuSign in Q1 2020 and held it in 18 quarters.
Weatherly Asset Management's DocuSign position peaked at $4.34M in Q3 2021.
807 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Weatherly Asset Management's 13F filing for Q1 2025, filed 1 May 2025.