WIM
DOCU

Westside Investment Management’s DocuSign DOCU Stock Holding History

Westside Investment 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
Q3 		– Sell
-50
Closed -$3.9K – 1393
2025
Q2 		$3.9K Hold
50
– – ﹤0.01% 1175
2025
Q1 		$4.07K Hold
50
– – ﹤0.01% 805
2024
Q4 		$4.5K Buy
50
+10
+25% +$799 ﹤0.01% 790
2024
Q3 		$2.48K Hold
40
– – ﹤0.01% 877
2024
Q2 		$2.14K Sell
40
-12
-23% -$677 ﹤0.01% 881
2024
Q1 		$3.1K Hold
52
– – ﹤0.01% 784
2023
Q4 		$3.09K Buy
52
+20
+63% +$917 ﹤0.01% 756
2023
Q3 		$1.34K Sell
32
-37
-54% -$1.81K ﹤0.01% 787
2023
Q2 		$3.52K Hold
69
– – ﹤0.01% 736
2023
Q1 		$4.02K Hold
69
– – ﹤0.01% 722
2022
Q4 		$3 Hold
69
– – ﹤0.01% 737
2022
Q3 		$3 Hold
69
– – ﹤0.01% 730
2022
Q2 		$3 Hold
69
– – ﹤0.01% 729
2022
Q1 		$7 Buy
69
+5
+8% +$574 ﹤0.01% 647
2021
Q4 		$9 Buy
64
+15
+31% +$3.42K ﹤0.01% 602
2021
Q3 		$12 Hold
49
– – ﹤0.01% 549
2021
Q2 		$13 Hold
49
– – ﹤0.01% 540
2021
Q1 		$9 Buy
+49
New +$11.4K ﹤0.01% 569
2018
Q4 		$70.1K Buy
+1,750
New +$73.5K 0.03% 252

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
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