Cathie Wood
DOCU

Cathie Wood’s DocuSign DOCU Stock Holding History

Cathie Wood’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
2022
Q4 		– Sell
-3
Closed – – 237
2022
Q3 		$0 Sell
3
-1,594
-100% -$99.9K ﹤0.01% 280
2022
Q2 		$134K Sell
1,597
-75
-4% -$6.07K ﹤0.01% 313
2022
Q1 		$179K Sell
1,672
-2,529,634
-100% -$290M ﹤0.01% 314
2021
Q4 		$386M Buy
2,531,306
+709,822
+39% +$162M 1.17% 26
2021
Q3 		$469M Sell
1,821,484
-985,506
-35% -$284M 1.13% 24
2021
Q2 		$785M Sell
2,806,990
-390,730
-12% -$87.4M 1.46% 20
2021
Q1 		$647M Buy
3,197,720
+1,017,699
+47% +$236M 1.29% 20
2020
Q4 		$485M Buy
2,180,021
+1,427,875
+190% +$321M 1.29% 25
2020
Q3 		$162M Buy
752,146
+735,504
+4,420% +$153M 0.96% 34
2020
Q2 		$2.87M Buy
16,642
+3,153
+23% +$397K 0.03% 110
2020
Q1 		$1.25M Buy
13,489
+717
+6% +$57.7K 0.03% 105
2019
Q4 		$947K Buy
12,772
+12,187
+2,083% +$837K 0.02% 120
2019
Q3 		$36K Buy
+585
New +$30.6K ﹤0.01% 215

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Cathie Wood's DOCU Position: Q4 2022 in Review

Cathie Wood sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 3 shares.

Cathie Wood first reported a position in DOCU in Q3 2019 and held it in 13 quarters. The position peaked at $785M in Q2 2021. 736 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Cathie Wood reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Cathie Wood sold 3 DocuSign shares in Q4 2022.
  • Cathie Wood first reported a position in DocuSign in Q3 2019 and held it in 13 quarters.
  • Cathie Wood's DocuSign position peaked at $785M in Q2 2021.
  • 736 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on ARK Investment Management's 13F filing for Q4 2022, filed 24 Jan 2023.