KA
DOCU

Kerrisdale Advisers’s DocuSign DOCU Stock Holding History

Kerrisdale Advisers’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
-17,015
Closed -$1.06M – 92
2024
Q3 		$1.06M Buy
17,015
+6,360
+60% +$356K 0.36% 57
2024
Q2 		$570K Hold
10,655
– – 0.18% 72
2024
Q1 		$635K Buy
+10,655
New +$602K 0.2% 67
2022
Q4 		– Sell
-30,467
Closed -$1.63M – 94
2022
Q3 		$1.63M Sell
30,467
-18,543
-38% -$1.16M 0.4% 49
2022
Q2 		$2.81M Buy
+49,010
New +$3.97M 0.89% 39
2022
Q1 		– Sell
-57,900
Closed -$8.82M – 43
2021
Q4 		$8.82M Buy
+57,900
New +$13.2M 1.82% 17
2019
Q4 		– Sell
-9,170
Closed -$568K – 34
2019
Q3 		$568K Buy
+9,170
New +$480K 0.37% 27

Other funds holding DOCU

BlackRock
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
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