DOCU DOCUSIGN INC COM

Ownership history in Rise Advisors, LLC  ·  16 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported DOCUSIGN INC COM (DOCU) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows DOCU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DOCU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in DOCUSIGN INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DOCU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held DOCU — position size vs. price
% of Fund (quarterly)    DOCU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 429 0% 0.01% $31K 2025-10-08 $71.54
2025 Q2 REDUCED 429 -34 -7.3% 0.01% $33K 2025-07-08 $77.95
2025 Q1 ADDED 463 +415 +864.6% 0.02% $38K 2025-05-15 $90.55
2024 Q4 REDUCED 48 -226 -82.5% 0.00% $4K 2025-01-07 $88.26
2024 Q3 REDUCED 274 -222 -44.8% 0.01% $17K 2024-10-11 $68.89
2024 Q2 UNCHANGED 496 0% 0.01% $27K 2024-07-09 $51.91
2024 Q1 REDUCED 496 -5 -1.0% 0.02% $30K 2024-04-09 $60.14
2023 Q4 REDUCED 501 -45 -8.2% 0.02% $30K 2024-01-10 $56.11
2023 Q3 REDUCED 546 -100 -15.5% 0.02% $23K 2023-10-10 $42.35
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rise Advisors, LLC and DOCU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning DOCU?

Rise Advisors, LLC reported DOCU across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported DOCU position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for DOCU was 0.02% in 2023 Q4.

What is the latest reported DOCU position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 429 shares, equal to 0.01% of portfolio, with an estimated market value of $31K.

What does the chart on this DOCU ownership page compare?

The chart compares Rise Advisors, LLC's quarterly DOCU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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