LCM
DOCU

Lattice Capital Management’s DocuSign DOCU Stock Holding History

Lattice Capital 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
2022
Q4 		– Sell
-7,760
Closed -$415K – 56
2022
Q3 		$415K Hold
7,760
– – 0.66% 35
2022
Q2 		$479K Hold
7,760
– – 0.87% 34
2022
Q1 		$772K Hold
7,760
– – 1.1% 27
2021
Q4 		$1.18M Buy
+7,760
New +$1.77M 0.08% 26

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lattice Capital Management's DOCU Position: Q4 2022 in Review

Lattice Capital Management sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 7,760 shares — an estimated $415K sold.

Lattice Capital Management first reported a position in DOCU in Q4 2021 and held it in 4 quarters. The position peaked at $1.18M in Q4 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Lattice Capital Management reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Lattice Capital Management sold 7,760 DocuSign shares in Q4 2022, an estimated $415K.
  • Lattice Capital Management first reported a position in DocuSign in Q4 2021 and held it in 4 quarters.
  • Lattice Capital Management's DocuSign position peaked at $1.18M in Q4 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Lattice Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.