DTL
DOCU

Dynamic Technology Lab’s DocuSign DOCU Stock Holding History

Dynamic Technology Lab’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
-7,059
Closed -$438K – 1010
2024
Q3 		$438K Sell
7,059
-49,004
-87% -$2.75M 0.05% 613
2024
Q2 		$3M Buy
56,063
+50,997
+1,007% +$2.88M 0.34% 40
2024
Q1 		$302K Sell
5,066
-68,708
-93% -$3.88M 0.03% 781
2023
Q4 		$4.39M Buy
73,774
+15,239
+26% +$699K 0.46% 15
2023
Q3 		$2.46M Buy
58,535
+12,565
+27% +$616K 0.25% 55
2023
Q2 		$2.35M Buy
45,970
+20,561
+81% +$1.09M 0.3% 59
2023
Q1 		$1.48M Buy
+25,409
New +$1.52M 0.14% 250
2022
Q3 		– Sell
-3,590
Closed -$206K – 1211
2022
Q2 		$206K Buy
+3,590
New +$291K 0.02% 903
2021
Q4 		– Sell
-1,488
Closed -$383K – 1205
2021
Q3 		$383K Buy
1,488
+683
+85% +$197K 0.05% 642
2021
Q2 		$225K Buy
+805
New +$180K 0.02% 901
2021
Q1 		– Sell
-7,110
Closed -$1.58M – 1219
2020
Q4 		$1.58M Buy
7,110
+6,021
+553% +$1.35M 0.26% 60
2020
Q3 		$234K Buy
+1,089
New +$226K 0.04% 755
2020
Q2 		– Sell
-2,210
Closed -$204K – 1053
2020
Q1 		$204K Buy
+2,210
New +$178K 0.04% 772
2019
Q2 		– Sell
-18,600
Closed -$964K – 1035
2019
Q1 		$964K Buy
+18,600
New +$949K 0.16% 192

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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