Berylson Capital Partners’s DocuSign DOCU Stock Holding History

Berylson Capital Partners’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 Q4	–	Sell	-19,300	Closed	-$811K	–	28
2023 Q3	$811K	Buy	19,300 +12,400	+180%	+$608K	2.07%	21
2023 Q2	$353K	Buy	+6,900	New	+$365K	1%	18
2022 Q2	–	Sell	-32,800	Closed	-$3.51M	–	28
2022 Q1	$3.51M	Buy	+32,800	New	+$3.76M	4.12%	8
2021 Q1	–	Sell	-28,800	Closed	-$6.4M	–	65
2020 Q4	$6.4M	Hold	28,800	–	–	1.09%	43
2020 Q3	$6.2M	Buy	+28,800	New	+$5.98M	2.17%	18

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Berylson Capital Partners's DOCU Position: Q4 2023 in Review

Berylson Capital Partners sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 19,300 shares — an estimated $811K sold.

Berylson Capital Partners first reported a position in DOCU in Q3 2020 and held it in 5 quarters. The position peaked at $6.4M in Q4 2020. 705 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Berylson Capital Partners reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Berylson Capital Partners sold 19,300 DocuSign shares in Q4 2023, an estimated $811K.
Berylson Capital Partners first reported a position in DocuSign in Q3 2020 and held it in 5 quarters.
Berylson Capital Partners's DocuSign position peaked at $6.4M in Q4 2020.
705 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Berylson Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.