BAM
DOCU

Blueshift Asset Management’s DocuSign DOCU Stock Holding History

Blueshift Asset Management’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
-14,038
Closed -$590K – 286
2023
Q3 		$590K Sell
14,038
-19,968
-59% -$979K 0.35% 82
2023
Q2 		$1.74M Buy
34,006
+24,024
+241% +$1.27M 0.66% 32
2023
Q1 		$582K Buy
+9,982
New +$595K 0.24% 116
2022
Q3 		– Sell
-50,331
Closed -$2.89M – 656
2022
Q2 		$2.89M Buy
50,331
+16,508
+49% +$1.34M 0.48% 36
2022
Q1 		$3.62M Sell
33,823
-14,143
-29% -$1.62M 0.33% 70
2021
Q4 		$7.31M Buy
47,966
+46,988
+4,804% +$10.7M 0.64% 22
2021
Q3 		$252K Sell
978
-6,631
-87% -$1.91M 0.01% 873
2021
Q2 		$2.13M Sell
7,609
-1,480
-16% -$331K 0.12% 209
2021
Q1 		$1.84M Buy
9,089
+2,069
+29% +$480K 0.19% 139
2020
Q4 		$1.56M Buy
+7,020
New +$1.58M 0.18% 173
2020
Q3 		– Sell
-3,205
Closed -$552K – 637
2020
Q2 		$552K Buy
3,205
+679
+27% +$85.6K 0.09% 300
2020
Q1 		$233K Sell
2,526
-35,609
-93% -$2.86M 0.22% 121
2019
Q4 		$2.83M Buy
+38,135
New +$2.62M 0.32% 70
2019
Q3 		– Sell
-5,688
Closed -$283K – 774
2019
Q2 		$283K Sell
5,688
-29,028
-84% -$1.55M 0.04% 564
2019
Q1 		$1.8M Buy
+34,716
New +$1.77M 0.25% 114

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Blueshift Asset Management's DOCU Position: Q4 2023 in Review

Blueshift Asset Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 14,038 shares — an estimated $590K sold.

Blueshift Asset Management first reported a position in DOCU in Q1 2019 and held it in 15 quarters. The position peaked at $7.31M in Q4 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Blueshift Asset Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Blueshift Asset Management sold 14,038 DocuSign shares in Q4 2023, an estimated $590K.
  • Blueshift Asset Management first reported a position in DocuSign in Q1 2019 and held it in 15 quarters.
  • Blueshift Asset Management's DocuSign position peaked at $7.31M in Q4 2021.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Blueshift Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.