Ritholtz Wealth Management

SEC CIK: 0001698218
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

DOCU holding history

DocuSign, Inc. in every 13F filed by Ritholtz Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overview All 13F holders of DOCU Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of DOCU by Ritholtz Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−2,588−100.0%	Sold out	Holders
Q2 2025	2,588	$201.6K	<0.1%	−1,338−34.1%	Reduced	Holders
Q1 2025	3,926	$319.6K	<0.1%	+1,449+58.5%	Added	Holders
Q4 2024	2,477	$222.8K	<0.1%	+2,477	New	Holders