CIP
DOCU

Convergence Investment Partners’s DocuSign DOCU Stock Holding History

Convergence Investment Partners’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
Q1 		– Sell
-42,061
Closed -$3.78M – 264
2024
Q4 		$3.78M Buy
42,061
+3,284
+8% +$262K 0.85% 27
2024
Q3 		$2.41M Buy
38,777
+12,621
+48% +$707K 0.65% 42
2024
Q2 		$1.4M Buy
26,156
+18,969
+264% +$1.07M 0.41% 70
2024
Q1 		$428K Buy
+7,187
New +$406K 0.16% 149

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Convergence Investment Partners's DOCU Position: Q1 2025 in Review

Convergence Investment Partners sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 42,061 shares — an estimated $3.78M sold.

Convergence Investment Partners first reported a position in DOCU in Q1 2024 and held it in 4 quarters. The position peaked at $3.78M in Q4 2024. 807 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Convergence Investment Partners reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 42,061 DocuSign shares in Q1 2025, an estimated $3.78M.
  • Convergence Investment Partners first reported a position in DocuSign in Q1 2024 and held it in 4 quarters.
  • Convergence Investment Partners's DocuSign position peaked at $3.78M in Q4 2024.
  • 807 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.