Cresset Asset Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $547K | Buy |
11,535
+5,042
| +78% | +$258K | ﹤0.01% | 1019 |
|
|
2025
Q4 | $444K | Sell |
6,493
-838
| -11% | -$58K | ﹤0.01% | 1123 |
|
|
2025
Q3 | $528K | Buy |
7,331
+518
| +8% | +$39.9K | ﹤0.01% | 1004 |
|
|
2025
Q2 | $531K | Sell |
6,813
-3,509
| -34% | -$284K | ﹤0.01% | 905 |
|
|
2025
Q1 | $840K | Sell |
10,322
-1,198
| -10% | -$105K | ﹤0.01% | 849 |
|
|
2024
Q4 | $1.04M | Sell |
11,520
-35,573
| -76% | -$2.84M | 0.01% | 782 |
|
|
2024
Q3 | $2.92M | Buy |
47,093
+14,804
| +46% | +$830K | 0.01% | 637 |
|
|
2024
Q2 | $1.73M | Buy |
32,289
+5,074
| +19% | +$286K | 0.01% | 787 |
|
|
2024
Q1 | $1.62M | Buy |
27,215
+4,453
| +20% | +$251K | 0.01% | 753 |
|
|
2023
Q4 | $1.35M | Buy |
22,762
+531
| +2% | +$24.4K | 0.01% | 756 |
|
|
2023
Q3 | $934K | Sell |
22,231
-363
| -2% | -$17.8K | 0.01% | 887 |
|
|
2023
Q2 | $1.15M | Buy |
22,594
+18,188
| +413% | +$963K | 0.01% | 876 |
|
|
2023
Q1 | $257K | Sell |
4,406
-1,697
| -28% | -$101K | 0.01% | 681 |
|
|
2022
Q4 | $338K | Sell |
6,103
-73
| -1% | -$3.55K | ﹤0.01% | 508 |
|
|
2022
Q3 | $329K | Sell |
6,176
-4,703
| -43% | -$295K | ﹤0.01% | 643 |
|
|
2022
Q2 | $590K | Sell |
10,879
-405
| -4% | -$32.8K | 0.01% | 508 |
|
|
2022
Q1 | $1.21M | Sell |
11,284
-17,276
| -60% | -$1.98M | 0.01% | 353 |
|
|
2021
Q4 | $4.35M | Buy |
28,560
+18,991
| +198% | +$4.33M | 0.04% | 155 |
|
|
2021
Q3 | $2.46M | Buy |
9,569
+968
| +11% | +$279K | 0.03% | 194 |
|
|
2021
Q2 | $2.4M | Buy |
8,601
+4,231
| +97% | +$946K | 0.03% | 176 |
|
|
2021
Q1 | $884K | Buy |
4,370
+1,504
| +52% | +$349K | 0.01% | 330 |
|
|
2020
Q4 | $637K | Sell |
2,866
-293
| -9% | -$65.8K | 0.01% | 338 |
|
|
2020
Q3 | $680K | Buy |
3,159
+1,325
| +72% | +$275K | 0.01% | 308 |
|
|
2020
Q2 | $316K | Sell |
1,834
-4,803
| -72% | -$605K | 0.01% | 445 |
|
|
2020
Q1 | $613K | Sell |
6,637
-465
| -7% | -$37.4K | 0.02% | 255 |
|
|
2019
Q4 | $526K | Buy |
+7,102
| New | +$488K | 0.01% | 297 |
|
|
2019
Q2 | – | Sell |
-267
| Closed | -$14K | – | 787 |
|
|
2019
Q1 | $14K | Buy |
+267
| New | +$13.6K | ﹤0.01% | 1103 |
|
Other funds holding DOCU
VPM
VCM
