GIA
DOCU

Gladstone Institutional Advisory’s DocuSign DOCU Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-6,359
Closed -$325K – 633
2023
Q2 		$325K Sell
6,359
-22,918
-78% -$1.21M 0.02% 508
2023
Q1 		$1.71M Buy
29,277
+13,032
+80% +$777K 0.11% 213
2022
Q4 		$900K Sell
16,245
-4,250
-21% -$207K 0.06% 295
2022
Q3 		$1.1M Buy
20,495
+7,385
+56% +$463K 0.09% 254
2022
Q2 		$752K Buy
13,110
+10,029
+326% +$812K 0.06% 329
2022
Q1 		$330K Buy
3,081
+913
+42% +$105K 0.02% 525
2021
Q4 		$330K Sell
2,168
-5,300
-71% -$1.21M 0.03% 453
2021
Q3 		$1.92M Buy
7,468
+5,461
+272% +$1.57M 0.19% 144
2021
Q2 		$561K Sell
2,007
-188
-9% -$42K 0.07% 274
2021
Q1 		$444K Sell
2,195
-1,037
-32% -$240K 0.07% 253
2020
Q4 		$718K Buy
3,232
+92
+3% +$20.7K 0.14% 129
2020
Q3 		$676K Sell
3,140
-1,961
-38% -$407K 0.16% 122
2020
Q2 		$878K Buy
+5,101
New +$643K 0.22% 91

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return