B
DOCU

Bailard’s DocuSign DOCU Stock Holding History

Bailard’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
2023
Q1 		– Sell
-5,519
Closed -$306K – 737
2022
Q4 		$306K Hold
5,519
– – 0.01% 508
2022
Q3 		$295K Hold
5,519
– – 0.01% 466
2022
Q2 		$317K Hold
5,519
– – 0.01% 471
2022
Q1 		$591K Buy
+5,519
New +$633K 0.02% 369
2021
Q4 		– Sell
-2,715
Closed -$699K – 737
2021
Q3 		$699K Buy
2,715
+90
+3% +$25.9K 0.02% 333
2021
Q2 		$734K Sell
2,625
-6,552
-71% -$1.47M 0.03% 324
2021
Q1 		$1.86M Sell
9,177
-5,120
-36% -$1.19M 0.07% 208
2020
Q4 		$3.18M Buy
14,297
+1,095
+8% +$246K 0.14% 123
2020
Q3 		$2.84M Buy
13,202
+1,287
+11% +$267K 0.15% 129
2020
Q2 		$2.05M Buy
11,915
+2,270
+24% +$286K 0.11% 144
2020
Q1 		$891K Buy
+9,645
New +$776K 0.06% 179

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bailard's DOCU Position: Q1 2023 in Review

Bailard sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 5,519 shares — an estimated $306K sold.

Bailard first reported a position in DOCU in Q1 2020 and held it in 11 quarters. The position peaked at $3.18M in Q4 2020. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Bailard reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Bailard sold 5,519 DocuSign shares in Q1 2023, an estimated $306K.
  • Bailard first reported a position in DocuSign in Q1 2020 and held it in 11 quarters.
  • Bailard's DocuSign position peaked at $3.18M in Q4 2020.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Bailard's 13F filing for Q1 2023, filed 8 May 2023.