CIM
DOCU

Coastal Investment Management’s DocuSign DOCU Stock Holding History

Coastal Investment 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
2021
Q3 		$1.08M Hold
4,200
– – 1.51% 11
2021
Q2 		$1.17M Hold
4,200
– – 1.89% 10
2021
Q1 		$850K Hold
4,200
– – 1.48% 14
2020
Q4 		$934K Buy
+4,200
New +$943K 1.73% 14

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coastal Investment Management's DOCU Position: Q3 2021 in Review

Coastal Investment Management held its DocuSign (DOCU) position steady in Q3 2021 at 4,200 shares worth $1.08M. The position accounts for 1.51% of the portfolio, ranked #11.

Coastal Investment Management first reported a position in DOCU in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.17M in Q2 2021. 1,037 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Coastal Investment Management held 4,200 shares of DocuSign worth $1.08M as of Q3 2021.
  • Coastal Investment Management left its DocuSign share count unchanged in Q3 2021.
  • DocuSign made up 1.51% of Coastal Investment Management's portfolio in Q3 2021, its #11 holding.
  • Coastal Investment Management first reported a position in DocuSign in Q4 2020 and has held it in 4 quarters since.
  • Coastal Investment Management's DocuSign position peaked at $1.17M in Q2 2021.
  • 1,037 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Coastal Investment Management's 13F filing for Q3 2021, filed 18 Oct 2021.