BPB
DOCU

Badgley, Phelps & Bell’s DocuSign DOCU Stock Holding History

Badgley, Phelps & Bell’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
2021
Q2 		$6M Buy
21,476
+1,303
+6% +$291K 0.22% 108
2021
Q1 		$4.08M Buy
+20,173
New +$4.68M 0.17% 110

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Badgley, Phelps & Bell's DOCU Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its DocuSign (DOCU) stake by 6.5% in Q2 2021, buying an estimated $291K and bringing the position to 21,476 shares worth $6M. The position accounts for 0.22% of the portfolio, ranked #108.

Badgley, Phelps & Bell first reported a position in DOCU in Q1 2021 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Badgley, Phelps & Bell held 21,476 shares of DocuSign worth $6M as of Q2 2021.
  • Badgley, Phelps & Bell bought 1,303 DocuSign shares in Q2 2021, an estimated $291K.
  • DocuSign made up 0.22% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #108 holding.
  • Badgley, Phelps & Bell first reported a position in DocuSign in Q1 2021 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.