Echo Street Capital Management’s DocuSign DOCU Stock Holding History

Echo Street 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 Q4	–	Sell	-19,324	Closed	-$812K	–	128
2023 Q3	$812K	Buy	19,324 +6,968	+56%	+$342K	0.01%	172
2023 Q2	$631K	Buy	12,356 +7,120	+136%	+$377K	0.01%	215
2023 Q1	$305K	Sell	5,236 -3,002	-36%	-$179K	﹤0.01%	374
2022 Q4	$457K	Buy	+8,238	New	+$401K	﹤0.01%	304
2022 Q3	–	Sell	-13,676	Closed	-$785K	–	586
2022 Q2	$785K	Buy	13,676 +11,269	+468%	+$912K	0.01%	211
2022 Q1	$258K	Sell	2,407 -907	-27%	-$104K	﹤0.01%	529
2021 Q4	$505K	Sell	3,314 -3,016	-48%	-$688K	﹤0.01%	408
2021 Q3	$1.63M	Buy	+6,330	New	+$1.82M	0.01%	172
2021 Q2	–	Sell	-2,662	Closed	-$539K	–	625
2021 Q1	$539K	Buy	2,662 +964	+57%	+$224K	﹤0.01%	279
2020 Q4	$377K	Buy	+1,698	New	+$381K	﹤0.01%	293
2020 Q3	–	Sell	-248,787	Closed	-$42.8M	–	185
2020 Q2	$42.8M	Sell	248,787 -89,545	-26%	-$11.3M	0.51%	81
2020 Q1	$31.3M	Sell	338,332 -52,705	-13%	-$4.24M	0.67%	61
2019 Q4	$29M	Sell	391,037 -229,960	-37%	-$15.8M	0.45%	85
2019 Q3	$38.5M	Sell	620,997 -207,623	-25%	-$10.9M	0.65%	62
2019 Q2	$41.2M	Buy	828,620 +268,623	+48%	+$14.3M	0.73%	40
2019 Q1	$29M	Buy	559,997 +14,281	+3%	+$729K	0.57%	70
2018 Q4	$21.9M	Buy	+545,716	New	+$22.9M	0.55%	67

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Echo Street Capital Management's DOCU Position: Q4 2023 in Review

Echo Street Capital Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 19,324 shares — an estimated $812K sold.

Echo Street Capital Management first reported a position in DOCU in Q4 2018 and held it in 17 quarters. The position peaked at $42.8M in Q2 2020. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Echo Street Capital Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 19,324 DocuSign shares in Q4 2023, an estimated $812K.
Echo Street Capital Management first reported a position in DocuSign in Q4 2018 and held it in 17 quarters.
Echo Street Capital Management's DocuSign position peaked at $42.8M in Q2 2020.
706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.