WHG
DOCU

Westwood Holdings Group’s DocuSign DOCU Stock Holding History

Westwood Holdings Group’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
Q2 		– Sell
-24,361
Closed -$1.98M – 493
2025
Q1 		$1.98M Buy
24,361
+1,456
+6% +$128K 0.02% 320
2024
Q4 		$2.06M Buy
+22,905
New +$1.83M 0.02% 320
2023
Q3 		– Sell
-28,131
Closed -$1.44M – 462
2023
Q2 		$1.44M Buy
+28,131
New +$1.49M 0.01% 325
2023
Q1 		– Sell
-18,277
Closed -$1.01M – 513
2022
Q4 		$1.01M Buy
+18,277
New +$890K 0.01% 348
2022
Q2 		– Sell
-27,670
Closed -$2.96M – 464
2022
Q1 		$2.96M Buy
27,670
+18,745
+210% +$2.15M 0.03% 278
2021
Q4 		$1.36M Buy
+8,925
New +$2.03M 0.01% 327

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
American Century Companies
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return