Loomis, Sayles & Company
DOCU

Loomis, Sayles & Company’s DocuSign DOCU Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-5,567
Closed -$298K – 701
2024
Q2 		$298K Buy
5,567
+1,691
+44% +$95.4K ﹤0.01% 504
2024
Q1 		$231K Buy
3,876
+1,195
+45% +$67.5K ﹤0.01% 510
2023
Q4 		$159K Hold
2,681
– – ﹤0.01% 511
2023
Q3 		$113K Sell
2,681
-3,244
-55% -$159K ﹤0.01% 528
2023
Q2 		$303K Buy
+5,925
New +$314K ﹤0.01% 506
2022
Q3 		– Sell
-38
Closed -$2K – 975
2022
Q2 		$2K Sell
38
-95
-71% -$7.69K ﹤0.01% 825
2022
Q1 		$14K Sell
133
-2,827
-96% -$324K ﹤0.01% 663
2021
Q4 		$451K Buy
2,960
+2,368
+400% +$540K ﹤0.01% 518
2021
Q3 		$152K Buy
592
+507
+596% +$146K ﹤0.01% 541
2021
Q2 		$24K Sell
85
-52
-38% -$11.6K ﹤0.01% 651
2021
Q1 		$28K Sell
137
-11
-7% -$2.55K ﹤0.01% 614
2020
Q4 		$33K Buy
+148
New +$33.2K ﹤0.01% 582

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Loomis, Sayles & Company's DOCU Position: Q3 2024 in Review

Loomis, Sayles & Company sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 5,567 shares — an estimated $298K sold.

Loomis, Sayles & Company first reported a position in DOCU in Q4 2020 and held it in 12 quarters. The position peaked at $451K in Q4 2021. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Loomis, Sayles & Company reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 5,567 DocuSign shares in Q3 2024, an estimated $298K.
  • Loomis, Sayles & Company first reported a position in DocuSign in Q4 2020 and held it in 12 quarters.
  • Loomis, Sayles & Company's DocuSign position peaked at $451K in Q4 2021.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Loomis, Sayles & Company's 13F filing for Q3 2024, filed 13 Nov 2024.