Morgens Waterfall Vintiadis & Co’s DocuSign DOCU Stock Holding History

Morgens Waterfall Vintiadis & Co’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
2025 Q1	–	Sell	-72,000	Closed	-$6.48M	–	21
2024 Q4	$6.48M	Buy	+72,000	New	+$5.75M	4.95%	7
2024 Q1	–	Sell	-72,000	Closed	-$4.28M	–	40
2023 Q4	$4.28M	Buy	+72,000	New	+$3.3M	3.18%	16
2023 Q2	–	Sell	-49,900	Closed	-$2.91M	–	40
2023 Q1	$2.91M	Buy	49,900 +31,900	+177%	+$1.9M	2.39%	21
2022 Q4	$998K	Buy	+18,000	New	+$876K	0.86%	35

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's DOCU Position: Q1 2025 in Review

Morgens Waterfall Vintiadis & Co sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 72,000 shares — an estimated $6.48M sold.

Morgens Waterfall Vintiadis & Co first reported a position in DOCU in Q4 2022 and held it in 4 quarters. The position peaked at $6.48M in Q4 2024. 807 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Morgens Waterfall Vintiadis & Co reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Morgens Waterfall Vintiadis & Co sold 72,000 DocuSign shares in Q1 2025, an estimated $6.48M.
Morgens Waterfall Vintiadis & Co first reported a position in DocuSign in Q4 2022 and held it in 4 quarters.
Morgens Waterfall Vintiadis & Co's DocuSign position peaked at $6.48M in Q4 2024.
807 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q1 2025, filed 15 May 2025.