PCA
DOCU

Pallas Capital Advisors’s DocuSign DOCU Stock Holding History

Pallas Capital Advisors’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
2026
Q1 		$537K Buy
11,319
+4,597
+68% +$235K 0.02% 489
2025
Q4 		$460K Buy
6,722
+2,049
+44% +$142K 0.02% 557
2025
Q3 		$337K Sell
4,673
-1,024
-18% -$78.9K 0.01% 639
2025
Q2 		$444K Sell
5,697
-260
-4% -$21K 0.02% 543
2025
Q1 		$485K Sell
5,957
-20
-0.3% -$1.75K 0.02% 473
2024
Q4 		$538K Hold
5,977
– – 0.02% 352
2024
Q3 		$422K Buy
+5,977
New +$335K 0.02% 395
2024
Q2 		– Sell
-9,462
Closed -$563K – 513
2024
Q1 		$563K Buy
+9,462
New +$534K 0.02% 267
2021
Q3 		– Sell
-921
Closed -$278K – 406
2021
Q2 		$278K Buy
+921
New +$206K 0.04% 255

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return