EIM
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Essex Investment Management’s DocuSign DOCU Stock Holding History

Essex Investment 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
2021
Q1 		– Sell
-2,838
Closed -$631K – 465
2020
Q4 		$631K Sell
2,838
-862
-23% -$194K 0.08% 270
2020
Q3 		$796K Buy
+3,700
New +$768K 0.11% 249
2020
Q1 		– Sell
-10,000
Closed -$741K – 409
2019
Q4 		$741K Hold
10,000
– – 0.09% 270
2019
Q3 		$619K Buy
+10,000
New +$524K 0.09% 269

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Essex Investment Management's DOCU Position: Q1 2021 in Review

Essex Investment Management sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 2,838 shares — an estimated $631K sold.

Essex Investment Management first reported a position in DOCU in Q3 2019 and held it in 4 quarters. The position peaked at $796K in Q3 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Essex Investment Management reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Essex Investment Management sold 2,838 DocuSign shares in Q1 2021, an estimated $631K.
  • Essex Investment Management first reported a position in DocuSign in Q3 2019 and held it in 4 quarters.
  • Essex Investment Management's DocuSign position peaked at $796K in Q3 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.