Cota Capital Management’s DocuSign DOCU Stock Holding History

Cota Capital 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
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%	-$1.38M	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%	+$2.82M	5.54%	9
2021 Q4	$33.6M	Buy	220,482 +60,937	+38%	+$13.9M	5.75%	10
2021 Q3	$41.1M	Hold	159,545	–	–	7.3%	5
2021 Q2	$44.6M	Buy	159,545 +14,665	+10%	+$3.28M	7.74%	4
2021 Q1	$29.3M	Buy	144,880 +25,540	+21%	+$5.92M	6.45%	7
2020 Q4	$26.5M	Sell	119,340 -4,086	-3%	-$918K	6.99%	11
2020 Q3	$26.6M	Sell	123,426 -28,529	-19%	-$5.92M	7.75%	5
2020 Q2	$26.2M	Sell	151,955 -82,954	-35%	-$10.5M	11.4%	1
2020 Q1	$21.7M	Sell	234,909 -67,291	-22%	-$5.41M	13.39%	1
2019 Q4	$22.4M	Buy	+302,200	New	+$20.8M	12.4%	1

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cota Capital Management's DOCU Position: Q3 2023 in Review

Cota Capital Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 221,914 shares — an estimated $11.3M sold.

Cota Capital Management first reported a position in DOCU in Q4 2019 and held it in 15 quarters. The position peaked at $44.6M in Q2 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Cota Capital Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Cota Capital Management sold 221,914 DocuSign shares in Q3 2023, an estimated $11.3M.
Cota Capital Management first reported a position in DocuSign in Q4 2019 and held it in 15 quarters.
Cota Capital Management's DocuSign position peaked at $44.6M in Q2 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Cota Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.