Kapitalo Investimentos’s DocuSign DOCU Stock Holding History

Kapitalo Investimentos’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
2024 Q4	–	Sell	-3,995	Closed	-$248K	–	296
2024 Q3	$248K	Sell	3,995 -1,990	-33%	-$112K	0.06%	123
2024 Q2	$320K	Buy	+5,985	New	+$338K	0.1%	77
2024 Q1	–	Sell	-2,454	Closed	-$146K	–	342
2023 Q4	$146K	Sell	2,454 -2,062	-46%	-$94.6K	0.03%	338
2023 Q3	$190K	Buy	+4,516	New	+$221K	0.03%	295
2022 Q1	–	Sell	-1,622	Closed	-$247K	–	37
2021 Q4	$247K	Sell	1,622 -4,303	-73%	-$981K	0.28%	25
2021 Q3	$1.53M	Sell	5,925 -450	-7%	-$130K	0.81%	22
2021 Q2	$1.78M	Buy	+6,375	New	+$1.43M	0.82%	22

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Kapitalo Investimentos's DOCU Position: Q4 2024 in Review

Kapitalo Investimentos sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 3,995 shares — an estimated $248K sold.

Kapitalo Investimentos first reported a position in DOCU in Q2 2021 and held it in 7 quarters. The position peaked at $1.78M in Q2 2021. 818 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Kapitalo Investimentos reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
Kapitalo Investimentos sold 3,995 DocuSign shares in Q4 2024, an estimated $248K.
Kapitalo Investimentos first reported a position in DocuSign in Q2 2021 and held it in 7 quarters.
Kapitalo Investimentos's DocuSign position peaked at $1.78M in Q2 2021.
818 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.