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
2024 Q2	–	Sell	-65,000	Closed	-$3.87M	–	1244
2024 Q1	$3.87M	Buy	+65,000	New	+$3.67M	0.06%	352
2023 Q2	–	Sell	-93,400	Closed	-$5.45M	–	1171
2023 Q1	$5.45M	Hold	93,400	–	–	0.11%	212
2022 Q4	$5.18M	Buy	93,400 +43,400	+87%	+$2.11M	0.08%	294
2022 Q3	$2.67M	Buy	+50,000	New	+$3.13M	0.04%	539
2022 Q2	–	Sell	-100,000	Closed	-$10.7M	–	1530
2022 Q1	$10.7M	Buy	+100,000	New	+$11.5M	0.13%	198
2020 Q1	–	Sell	-50,000	Closed	-$3.71M	–	900
2019 Q4	$3.71M	Buy	+50,000	New	+$3.44M	0.12%	228

Other funds holding DOCU

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Caption Management's DOCU Position: Q1 2025 in Review

Caption Management sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 2,000 shares — an estimated $180K sold.

Caption Management first reported a position in DOCU in Q2 2022 and held it in 5 quarters. The position peaked at $1.89M in Q1 2024. 810 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Caption Management reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Caption Management sold 2,000 DocuSign shares in Q1 2025, an estimated $180K.
Caption Management first reported a position in DocuSign in Q2 2022 and held it in 5 quarters.
Caption Management's DocuSign position peaked at $1.89M in Q1 2024.
810 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.