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	0.36%	27

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

Kerrisdale Advisers's DOCU Position: Q4 2024 in Review

Kerrisdale Advisers sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 17,015 shares — an estimated $1.06M sold.

Kerrisdale Advisers first reported a position in DOCU in Q3 2019 and held it in 7 quarters. The position peaked at $8.82M in Q4 2021. 818 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Kerrisdale Advisers reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
Kerrisdale Advisers sold 17,015 DocuSign shares in Q4 2024, an estimated $1.06M.
Kerrisdale Advisers first reported a position in DocuSign in Q3 2019 and held it in 7 quarters.
Kerrisdale Advisers's DocuSign position peaked at $8.82M in Q4 2021.
818 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

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