Cota Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-221,914
| Closed | -$11.3M | – | 12 |
|
|
2023
Q2 | $11.3M | Hold |
221,914
| – | – | 5.68% | 9 |
|
|
2023
Q1 | $12.9M | Sell |
221,914
-23,100
| -9% | -$1.35M | 7% | 8 |
|
|
2022
Q4 | $13.6M | Hold |
245,014
| – | – | 7.32% | 7 |
|
|
2022
Q3 | $13.1M | Hold |
245,014
| – | – | 6.74% | 8 |
|
|
2022
Q2 | $14.1M | Hold |
245,014
| – | – | 5.77% | 9 |
|
|
2022
Q1 | $26.2M | Buy |
245,014
+24,532
| +11% | +$2.63M | 5.54% | 9 |
|
|
2021
Q4 | $33.6M | Buy |
220,482
+60,937
| +38% | +$9.28M | 5.75% | 10 |
|
|
2021
Q3 | $41.1M | Hold |
159,545
| – | – | 7.3% | 5 |
|
|
2021
Q2 | $44.6M | Buy |
159,545
+14,665
| +10% | +$4.1M | 7.74% | 4 |
|
|
2021
Q1 | $29.3M | Buy |
144,880
+25,540
| +21% | +$5.17M | 6.45% | 7 |
|
|
2020
Q4 | $26.5M | Sell |
119,340
-4,086
| -3% | -$908K | 6.99% | 11 |
|
|
2020
Q3 | $26.6M | Sell |
123,426
-28,529
| -19% | -$6.14M | 7.75% | 5 |
|
|
2020
Q2 | $26.2M | Sell |
151,955
-82,954
| -35% | -$14.3M | 11.4% | 1 |
|
|
2020
Q1 | $21.7M | Sell |
234,909
-67,291
| -22% | -$6.22M | 13.39% | 1 |
|
|
2019
Q4 | $22.4M | Buy |
+302,200
| New | +$22.4M | 12.4% | 1 |
|