Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.1M Buy
382,123
+260,170
+213% +$13.3M 0.07% 371
2025
Q4
$8.34M Buy
+121,953
New +$8.43M 0.03% 529
2025
Q3
Hold
0
3054
2025
Q2
Hold
0
2836
2025
Q1
Sell
-221,674
Closed -$19.9M 2702
2024
Q4
$19.9M Buy
+221,674
New +$17.7M 0.12% 128
2024
Q1
Hold
0
2488
2023
Q4
Sell
-41,474
Closed -$1.9M 2476
2023
Q3
$1.74M Buy
+41,474
New +$2.03M 0.02% 676
2023
Q2
Sell
-23,336
Closed -$1.36M 2641
2023
Q1
$1.36M Sell
23,336
-352,303
-94% -$21M 0.02% 799
2022
Q4
$20.8M Buy
+375,639
New +$18.3M 0.3% 53
2022
Q3
Hold
0
2980
2022
Q2
Hold
0
3106
2022
Q1
Sell
-187,618
Closed -$21.5M 3286
2021
Q4
$28.6M Sell
187,618
-225,907
-55% -$51.5M 0.17% 63
2021
Q3
$106M Buy
+413,525
New +$119M 0.68% 14
2021
Q1
Hold
0
2794
2020
Q4
Hold
0
1995
2020
Q3
Hold
0
2003

Other funds holding DOCU