CM
DOCU

Crestline Management’s DocuSign DOCU Stock Holding History

Crestline 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
2024
Q4 		– Sell
-52,933
Closed -$3.29M – 758
2024
Q3 		$3.29M Sell
52,933
-44,809
-46% -$2.51M 0.17% 144
2024
Q2 		$5.23M Buy
97,742
+59,967
+159% +$3.38M 0.41% 76
2024
Q1 		$2.25M Buy
+37,775
New +$2.13M 0.2% 125

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 $3.37T AUM 44.26% 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

Crestline Management's DOCU Position: Q4 2024 in Review

Crestline Management sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 52,933 shares — an estimated $3.29M sold.

Crestline Management first reported a position in DOCU in Q1 2024 and held it in 3 quarters. The position peaked at $5.23M in Q2 2024. 818 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Crestline Management reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
  • Crestline Management sold 52,933 DocuSign shares in Q4 2024, an estimated $3.29M.
  • Crestline Management first reported a position in DocuSign in Q1 2024 and held it in 3 quarters.
  • Crestline Management's DocuSign position peaked at $5.23M in Q2 2024.
  • 818 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Crestline Management's 13F filing for Q4 2024, filed 14 Feb 2025.