Castleark Management’s DocuSign DOCU Stock Holding History

Castleark 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 Q2	–	Sell	-198,840	Closed	-$16.2M	–	295
2025 Q1	$16.2M	Buy	198,840 +2,390	+1%	+$209K	0.56%	32
2024 Q4	$17.7M	Buy	+196,450	New	+$15.7M	0.62%	28
2022 Q3	–	Sell	-1,450	Closed	-$83K	–	298
2022 Q2	$83K	Hold	1,450	–	–	﹤0.01%	286
2022 Q1	$155K	Hold	1,450	–	–	0.01%	296
2021 Q4	$221K	Hold	1,450	–	–	0.01%	301
2021 Q3	$373K	Hold	1,450	–	–	0.01%	268
2021 Q2	$405K	Hold	1,450	–	–	0.01%	264
2021 Q1	$294K	Sell	1,450 -2,100	-59%	-$487K	0.01%	284
2020 Q4	$789K	Hold	3,550	–	–	0.03%	258
2020 Q3	$764K	Hold	3,550	–	–	0.03%	238
2020 Q2	$611K	Hold	3,550	–	–	0.03%	246
2020 Q1	$328K	Buy	+3,550	New	+$285K	0.02%	255
2019 Q2	–	Sell	-26,240	Closed	-$1.36M	–	361
2019 Q1	$1.36M	Buy	+26,240	New	+$1.34M	0.05%	245

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Castleark Management's DOCU Position: Q2 2025 in Review

Castleark Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 198,840 shares — an estimated $16.2M sold.

Castleark Management first reported a position in DOCU in Q1 2019 and held it in 13 quarters. The position peaked at $17.7M in Q4 2024. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Castleark Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Castleark Management sold 198,840 DocuSign shares in Q2 2025, an estimated $16.2M.
Castleark Management first reported a position in DocuSign in Q1 2019 and held it in 13 quarters.
Castleark Management's DocuSign position peaked at $17.7M in Q4 2024.
781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Castleark Management's 13F filing for Q2 2025, filed 18 Aug 2025.