CM
DOCU

Caption Management’s DocuSign DOCU Stock Holding History

Caption 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
-2,000
Closed -$180K – 1733
2024
Q4 		$180K Buy
+2,000
New +$160K 0.01% 1293
2024
Q2 		– Sell
-31,800
Closed -$1.89M – 1350
2024
Q1 		$1.89M Buy
+31,800
New +$1.8M 0.21% 544
2023
Q1 		– Sell
-30,200
Closed -$1.8M – 1297
2022
Q4 		$1.67M Buy
30,200
+17,700
+142% +$862K 0.28% 603
2022
Q3 		$669K Sell
12,500
-5,900
-32% -$370K 0.12% 998
2022
Q2 		$1.06M Buy
+18,400
New +$1.49M 0.1% 864

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return