Jacobs Levy Equity Management

Jacobs Levy Equity Management’s DocuSign DOCU Stock Holding History

Jacobs Levy Equity 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
2026 Q1	$92.3M	Buy	1,947,712 +1,597,996	+457%	+$81.8M	0.39%	65
2025 Q4	$23.9M	Buy	+349,716	New	+$24.2M	0.09%	180
2024 Q4	–	Sell	-423,612	Closed	-$26.3M	–	962
2024 Q3	$26.3M	Sell	423,612 -566,920	-57%	-$31.8M	0.1%	189
2024 Q2	$53M	Sell	990,532 -157,747	-14%	-$8.9M	0.22%	106
2024 Q1	$68.4M	Buy	1,148,279 +285,126	+33%	+$16.1M	0.31%	85
2023 Q4	$51.3M	Sell	863,153 -73,655	-8%	-$3.38M	0.26%	93
2023 Q3	$39.3M	Sell	936,808 -388,541	-29%	-$19M	0.23%	103
2023 Q2	$67.7M	Buy	1,325,349 +568,729	+75%	+$30.1M	0.39%	59
2023 Q1	$44.1M	Sell	756,620 -367,678	-33%	-$21.9M	0.27%	92
2022 Q4	$62.3M	Buy	1,124,298 +216,331	+24%	+$10.5M	0.42%	56
2022 Q3	$48.5M	Buy	907,967 +377,077	+71%	+$23.6M	0.38%	63
2022 Q2	$30.5M	Buy	530,890 +509,617	+2,396%	+$41.3M	0.24%	117
2022 Q1	$2.28M	Buy	+21,273	New	+$2.44M	0.02%	596

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

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