Clarus Group’s DocuSign DOCU Stock Holding History

Clarus Group’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
2023 Q2	–	Sell	-3,898	Closed	-$227K	–	117
2023 Q1	$227K	Hold	3,898	–	–	0.21%	81
2022 Q4	$216K	Sell	3,898 -898	-19%	-$43.7K	0.19%	83
2022 Q3	$256K	Sell	4,796 -500	-9%	-$31.3K	0.23%	70
2022 Q2	$304K	Buy	5,296 +2,500	+89%	+$202K	0.25%	65
2022 Q1	$300K	Buy	+2,796	New	+$321K	0.2%	76
2021 Q1	–	Sell	-857	Closed	-$226K	–	105
2020 Q4	$226K	Buy	+857	New	+$193K	0.2%	86

Other funds holding DOCU

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Clarus Group's DOCU Position: Q2 2023 in Review

Clarus Group sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 3,898 shares — an estimated $227K sold.

Clarus Group first reported a position in DOCU in Q4 2020 and held it in 6 quarters. The position peaked at $304K in Q2 2022. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

Clarus Group reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
Clarus Group sold 3,898 DocuSign shares in Q2 2023, an estimated $227K.
Clarus Group first reported a position in DocuSign in Q4 2020 and held it in 6 quarters.
Clarus Group's DocuSign position peaked at $304K in Q2 2022.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Clarus Group's 13F filing for Q2 2023, filed 17 Jul 2023.