Birchbrook’s DocuSign DOCU Stock Holding History

Birchbrook’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
2024 Q2	–	Sell	-25	Closed	-$1.49K	–	271
2024 Q1	$1.49K	Hold	25	–	–	﹤0.01%	250
2023 Q4	$1.49K	Buy	+25	New	+$1.15K	﹤0.01%	278

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Birchbrook's DOCU Position: Q2 2024 in Review

Birchbrook sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 25 shares — an estimated $1.49K sold.

Birchbrook first reported a position in DOCU in Q4 2023 and held it in 2 quarters. The position peaked at $1.49K in Q1 2024. 667 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

Birchbrook reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
Birchbrook sold 25 DocuSign shares in Q2 2024, an estimated $1.49K.
Birchbrook first reported a position in DocuSign in Q4 2023 and held it in 2 quarters.
Birchbrook's DocuSign position peaked at $1.49K in Q1 2024.
667 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Birchbrook's 13F filing for Q2 2024, filed 10 Jun 2025.