Hamilton Lane Advisors’s DocuSign DOCU Stock Holding History

Hamilton Lane Advisors’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	-14,565	Closed	-$744K	–	36
2023 Q2	$744K	Hold	14,565	–	–	0.33%	35
2023 Q1	$849K	Hold	14,565	–	–	0.28%	34
2022 Q4	$807K	Hold	14,565	–	–	0.29%	37
2022 Q3	$779K	Hold	14,565	–	–	0.28%	37
2022 Q2	$836K	Hold	14,565	–	–	0.32%	37
2022 Q1	$1.56M	Hold	14,565	–	–	0.35%	30
2021 Q4	$2.22M	Buy	14,565 +6,064	+71%	+$1.38M	0.29%	33
2021 Q3	$2.19M	Sell	8,501 -5,000	-37%	-$1.44M	0.37%	34
2021 Q2	$3.77M	Buy	13,501 +6,147	+84%	+$1.37M	1.18%	23
2021 Q1	$1.49M	Sell	7,354 -2,940	-29%	-$682K	0.49%	42
2020 Q4	$2.29M	Sell	10,294 -5,000	-33%	-$1.12M	0.85%	23
2020 Q3	$3.29M	Buy	15,294 +3,761	+33%	+$781K	1.59%	15
2020 Q2	$1.99M	Sell	11,533 -32,722	-74%	-$4.12M	1.06%	18
2020 Q1	$4.09M	Sell	44,255 -63,352	-59%	-$5.09M	2.37%	10
2019 Q4	$7.97M	Buy	107,607 +81,640	+314%	+$5.61M	3.5%	8
2019 Q3	$1.61M	Sell	25,967 -883,483	-97%	-$46.3M	0.67%	24
2019 Q2	$45.2M	Buy	909,450 +56,993	+7%	+$3.04M	22.41%	1
2019 Q1	$44.2M	Buy	852,457 +461,404	+118%	+$23.5M	23.4%	1
2018 Q4	$15.7M	Buy	+391,053	New	+$16.4M	13.67%	2

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Hamilton Lane Advisors's DOCU Position: Q3 2023 in Review

Hamilton Lane Advisors sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 14,565 shares — an estimated $744K sold.

Hamilton Lane Advisors first reported a position in DOCU in Q4 2018 and held it in 19 quarters. The position peaked at $45.2M in Q2 2019. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Hamilton Lane Advisors reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Hamilton Lane Advisors sold 14,565 DocuSign shares in Q3 2023, an estimated $744K.
Hamilton Lane Advisors first reported a position in DocuSign in Q4 2018 and held it in 19 quarters.
Hamilton Lane Advisors's DocuSign position peaked at $45.2M in Q2 2019.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Hamilton Lane Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.