OCM
DOCU

Osterweis Capital Management’s DocuSign DOCU Stock Holding History

Osterweis 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
2024
Q2 		– Sell
-1,500
Closed -$89.3K – 198
2024
Q1 		$89.3K Hold
1,500
– – 0.01% 155
2023
Q4 		$89.2K Hold
1,500
– – 0.01% 152
2023
Q3 		$63K Hold
1,500
– – ﹤0.01% 159
2023
Q2 		$76.6K Buy
+1,500
New +$79.4K 0.01% 159

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Osterweis Capital Management sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 1,500 shares — an estimated $89.3K sold.

Osterweis Capital Management first reported a position in DOCU in Q2 2023 and held it in 4 quarters. The position peaked at $89.3K in Q1 2024. 667 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

  • Osterweis Capital Management reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
  • Osterweis Capital Management sold 1,500 DocuSign shares in Q2 2024, an estimated $89.3K.
  • Osterweis Capital Management first reported a position in DocuSign in Q2 2023 and held it in 4 quarters.
  • Osterweis Capital Management's DocuSign position peaked at $89.3K in Q1 2024.
  • 667 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

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