CAAS Capital Management’s DocuSign DOCU Stock Holding History

CAAS Capital 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
2025 Q1	–	Sell	-3,000	Closed	-$270K	–	502
2024 Q4	$270K	Sell	3,000 -800	-21%	-$63.9K	0.05%	223
2024 Q3	$236K	Buy	+3,800	New	+$213K	0.03%	300
2022 Q2	–	Sell	-12,700	Closed	-$1.36M	–	933
2022 Q1	$1.36M	Sell	12,700 -3,300	-21%	-$379K	0.06%	262
2021 Q4	$2.44M	Hold	16,000	–	–	0.06%	290
2021 Q3	$4.12M	Hold	16,000	–	–	0.08%	231
2021 Q2	$4.47M	Sell	16,000 -9,000	-36%	-$2.01M	0.08%	257
2021 Q1	$5.06M	Hold	25,000	–	–	0.05%	352
2020 Q4	$5.56M	Buy	+25,000	New	+$5.62M	0.05%	298
2020 Q2	–	Sell	-26,900	Closed	-$2.49M	–	423
2020 Q1	$2.49M	Buy	+26,900	New	+$2.16M	0.26%	83

Other funds holding DOCU

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

NMO

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAAS Capital Management's DOCU Position: Q4 2022 in Review

CAAS Capital Management sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 14,568 shares — an estimated $779K sold.

CAAS Capital Management first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $7.43M in Q4 2020. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

CAAS Capital Management reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
CAAS Capital Management sold 14,568 DocuSign shares in Q4 2022, an estimated $779K.
CAAS Capital Management first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
CAAS Capital Management's DocuSign position peaked at $7.43M in Q4 2020.
735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on CAAS Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.