EA
DOCU

Emerald Advisers’s DocuSign DOCU Stock Holding History

Emerald 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
2022
Q4 		– Sell
-2,125
Closed -$114K – 248
2022
Q3 		$114K Sell
2,125
-16
-0.7% -$1K 0.01% 213
2022
Q2 		$123K Hold
2,141
– – 0.01% 214
2022
Q1 		$229K Sell
2,141
-23
-1% -$2.64K 0.01% 213
2021
Q4 		$330K Sell
2,164
-7,936
-79% -$1.81M 0.01% 209
2021
Q3 		$2.6M Sell
10,100
-331
-3% -$95.4K 0.09% 125
2021
Q2 		$2.92M Buy
10,431
+4,381
+72% +$980K 0.11% 128
2021
Q1 		$1.23M Buy
6,050
+1,039
+21% +$241K 0.04% 140
2020
Q4 		$1.11M Buy
5,011
+418
+9% +$93.9K 0.04% 149
2020
Q3 		$989K Buy
4,593
+3,551
+341% +$737K 0.04% 148
2020
Q2 		$179K Buy
+1,042
New +$131K 0.01% 226
2019
Q3 		– Sell
-18,843
Closed -$937K – 250
2019
Q2 		$937K Buy
18,843
+2,953
+19% +$158K 0.04% 151
2019
Q1 		$824K Buy
+15,890
New +$811K 0.03% 180

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Emerald Advisers's DOCU Position: Q4 2022 in Review

Emerald Advisers sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 2,125 shares — an estimated $114K sold.

Emerald Advisers first reported a position in DOCU in Q1 2019 and held it in 12 quarters. The position peaked at $2.92M in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Emerald Advisers reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Emerald Advisers sold 2,125 DocuSign shares in Q4 2022, an estimated $114K.
  • Emerald Advisers first reported a position in DocuSign in Q1 2019 and held it in 12 quarters.
  • Emerald Advisers's DocuSign position peaked at $2.92M in Q2 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Emerald Advisers's 13F filing for Q4 2022, filed 3 Feb 2023.