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
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
BlackRock New York $5.72T 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