Next Financial Group’s DocuSign DOCU Stock Holding History

Next Financial Group’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
2021 Q4	$707K	Buy	4,644 +1,471	+46%	+$335K	0.05%	412
2021 Q3	$817K	Sell	3,173 -758	-19%	-$218K	0.06%	320
2021 Q2	$1.1M	Sell	3,931 -422	-10%	-$94.4K	0.09%	243
2021 Q1	$881K	Buy	4,353 +517	+13%	+$120K	0.08%	267
2020 Q4	$853K	Sell	3,836 -2,519	-40%	-$566K	0.08%	246
2020 Q3	$1.37M	Buy	6,355 +1,779	+39%	+$369K	0.15%	149
2020 Q2	$788K	Sell	4,576 -74	-2%	-$9.33K	0.09%	226
2020 Q1	$430K	Buy	4,650 +2,888	+164%	+$232K	0.06%	306
2019 Q4	$131K	Buy	1,762 +333	+23%	+$22.9K	0.01%	855
2019 Q3	$88K	Sell	1,429 -2,648	-65%	-$139K	0.01%	945
2019 Q2	$203K	Buy	4,077 +3,877	+1,939%	+$207K	0.02%	658
2019 Q1	$10K	Sell	200 -2,204	-92%	-$112K	﹤0.01%	1107
2018 Q4	$96K	Buy	+2,404	New	+$101K	0.02%	601

Other funds holding DOCU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Next Financial Group's DOCU Position: Q4 2021 in Review

Next Financial Group increased its DocuSign (DOCU) stake by 46% in Q4 2021, buying an estimated $335K and bringing the position to 4,644 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #412.

Next Financial Group first reported a position in DOCU in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.37M in Q3 2020. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Next Financial Group held 4,644 shares of DocuSign worth $707K as of Q4 2021.
Next Financial Group bought 1,471 DocuSign shares in Q4 2021, an estimated $335K.
DocuSign made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #412 holding.
Next Financial Group first reported a position in DocuSign in Q4 2018 and has held it in 13 quarters since.
Next Financial Group's DocuSign position peaked at $1.37M in Q3 2020.
1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.