CCS
DOCU

Concentric Capital Strategies’s DocuSign DOCU Stock Holding History

Concentric Capital Strategies’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
2024
Q4 		– Sell
-53,884
Closed -$3.35M – 295
2024
Q3 		$3.35M Sell
53,884
-94,217
-64% -$5.28M 0.14% 152
2024
Q2 		$7.92M Buy
148,101
+56,450
+62% +$3.18M 0.4% 54
2024
Q1 		$5.46M Buy
91,651
+5,535
+6% +$312K 0.31% 79
2023
Q4 		$5.12M Buy
+86,116
New +$3.95M 0.58% 48

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 $3.38T AUM 44.17% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Concentric Capital Strategies's DOCU Position: Q4 2024 in Review

Concentric Capital Strategies sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 53,884 shares — an estimated $3.35M sold.

Concentric Capital Strategies first reported a position in DOCU in Q4 2023 and held it in 4 quarters. The position peaked at $7.92M in Q2 2024. 819 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Concentric Capital Strategies reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
  • Concentric Capital Strategies sold 53,884 DocuSign shares in Q4 2024, an estimated $3.35M.
  • Concentric Capital Strategies first reported a position in DocuSign in Q4 2023 and held it in 4 quarters.
  • Concentric Capital Strategies's DocuSign position peaked at $7.92M in Q2 2024.
  • 819 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Concentric Capital Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.