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
-100,000
Closed -$8.99M – 1648
2024
Q4 		$8.99M Buy
+100,000
New +$7.99M 0.09% 222
2022
Q3 		– Sell
-20,000
Closed -$1.15M – 1583
2022
Q2 		$1.15M Buy
+20,000
New +$1.62M 0.02% 840

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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.