KI
DOCU

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
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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