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 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

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

JCAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Westwood Holdings Group's DOCU Position: Q2 2025 in Review

Westwood Holdings Group sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 24,361 shares — an estimated $1.98M sold.

Westwood Holdings Group first reported a position in DOCU in Q4 2021 and held it in 6 quarters. The position peaked at $2.96M in Q1 2022. 782 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Westwood Holdings Group reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Westwood Holdings Group sold 24,361 DocuSign shares in Q2 2025, an estimated $1.98M.
Westwood Holdings Group first reported a position in DocuSign in Q4 2021 and held it in 6 quarters.
Westwood Holdings Group's DocuSign position peaked at $2.96M in Q1 2022.
782 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Westwood Holdings Group's 13F filing for Q2 2025, filed 8 Aug 2025.