Orion Capital Management’s DocuSign DOCU Stock Holding History

Orion 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
2021 Q4	–	Sell	-500	Closed	-$129K	–	376
2021 Q3	$129K	Buy	+500	New	+$144K	0.08%	144

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Orion Capital Management's DOCU Position: Q2 2024 in Review

Orion Capital Management sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 66 shares — an estimated $3.93K sold.

Orion Capital Management first reported a position in DOCU in Q4 2020 and held it in 7 quarters. The position peaked at $2.67M in Q2 2021. 666 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

Orion Capital Management reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
Orion Capital Management sold 66 DocuSign shares in Q2 2024, an estimated $3.93K.
Orion Capital Management first reported a position in DocuSign in Q4 2020 and held it in 7 quarters.
Orion Capital Management's DocuSign position peaked at $2.67M in Q2 2021.
666 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Orion Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.