DA
DOCU

Duality Advisers’s DocuSign DOCU Stock Holding History

Duality Advisers’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
Q4 		– Sell
-40,150
Closed -$1.69M – 613
2023
Q3 		$1.69M Buy
+40,150
New +$1.97M 0.2% 181
2023
Q1 		– Sell
-35,478
Closed -$1.97M – 611
2022
Q4 		$1.97M Buy
+35,478
New +$1.73M 0.22% 159
2022
Q3 		– Sell
-27,506
Closed -$1.58M – 580
2022
Q2 		$1.58M Buy
+27,506
New +$2.23M 0.16% 254
2021
Q4 		– Sell
-18,281
Closed -$4.71M – 539
2021
Q3 		$4.71M Buy
18,281
+13,094
+252% +$3.77M 0.36% 89
2021
Q2 		$1.45M Sell
5,187
-1,370
-21% -$306K 0.13% 272
2021
Q1 		$1.33M Sell
6,557
-8,256
-56% -$1.91M 0.12% 294
2020
Q4 		$3.29M Buy
+14,813
New +$3.33M 0.25% 112

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Duality Advisers's DOCU Position: Q4 2023 in Review

Duality Advisers sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 40,150 shares — an estimated $1.69M sold.

Duality Advisers first reported a position in DOCU in Q4 2020 and held it in 7 quarters. The position peaked at $4.71M in Q3 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Duality Advisers reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Duality Advisers sold 40,150 DocuSign shares in Q4 2023, an estimated $1.69M.
  • Duality Advisers first reported a position in DocuSign in Q4 2020 and held it in 7 quarters.
  • Duality Advisers's DocuSign position peaked at $4.71M in Q3 2021.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.