HFM
DOCU

Harvest Fund Management’s DocuSign DOCU Stock Holding History

Harvest Fund 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
2025
Q2 		– Sell
-3,957
Closed -$322K – 663
2025
Q1 		$322K Sell
3,957
-16,118
-80% -$1.41M 0.02% 325
2024
Q4 		$1.79M Buy
20,075
+15,149
+308% +$1.21M 0.08% 149
2024
Q3 		$306K Buy
+4,926
New +$276K 0.02% 294
2024
Q2 		– Sell
-1,249
Closed -$74K – 662
2024
Q1 		$74K Buy
+1,249
New +$70.5K 0.01% 455
2023
Q2 		– Sell
-875
Closed -$51K – 690
2023
Q1 		$51K Sell
875
-2,689
-75% -$160K 0.01% 473
2022
Q4 		$194K Buy
3,564
+3,383
+1,869% +$165K 0.05% 221
2022
Q3 		$10K Buy
181
+39
+27% +$2.44K ﹤0.01% 649
2022
Q2 		$8K Hold
142
– – ﹤0.01% 636
2022
Q1 		$15K Hold
142
– – ﹤0.01% 612
2021
Q4 		$22K Sell
142
-1,006
-88% -$229K ﹤0.01% 598
2021
Q3 		$295K Buy
1,148
+53
+5% +$15.3K 0.07% 97
2021
Q2 		$304K Sell
1,095
-671
-38% -$150K 0.03% 102
2021
Q1 		$357K Sell
1,766
-367
-17% -$85.1K 0.03% 86
2020
Q4 		$474K Sell
2,133
-519
-20% -$117K 0.04% 79
2020
Q3 		$599K Buy
2,652
+75
+3% +$15.6K 0.05% 73
2020
Q2 		$461K Buy
2,577
+272
+12% +$34.3K 0.04% 77
2020
Q1 		$212K Buy
2,305
+1,053
+84% +$84.7K 0.02% 119
2019
Q4 		$91K Buy
+1,252
New +$86K 0.01% 202

Other funds holding DOCU

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return