Paloma Partners’s DocuSign DOCU Stock Holding History

Paloma Partners’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
2022 Q3	–	Sell	-14,100	Closed	-$809K	–	1093
2022 Q2	$809K	Buy	+14,100	New	+$1.14M	0.03%	492
2022 Q1	–	Sell	-4,203	Closed	-$482K	–	1877
2021 Q4	$640K	Buy	+4,203	New	+$958K	0.01%	978
2021 Q3	–	Sell	-10,233	Closed	-$2.86M	–	1289
2021 Q2	$2.86M	Buy	10,233 +6,778	+196%	+$1.52M	0.05%	323
2021 Q1	$700K	Sell	3,455 -14,232	-80%	-$3.3M	0.01%	895
2020 Q4	$3.93M	Buy	17,687 +14,337	+428%	+$3.22M	0.1%	207
2020 Q3	$721K	Sell	3,350 -45,967	-93%	-$9.54M	0.02%	932
2020 Q2	$8.49M	Buy	49,317 +41,838	+559%	+$5.27M	0.15%	131
2020 Q1	$691K	Buy	+7,479	New	+$601K	0.04%	398
2019 Q3	–	Sell	-33,299	Closed	-$1.66M	–	2026
2019 Q2	$1.66M	Sell	33,299 -2,900	-8%	-$155K	0.03%	491
2019 Q1	$1.88M	Buy	+36,199	New	+$1.85M	0.05%	479

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Paloma Partners's DOCU Position: Q3 2022 in Review

Paloma Partners sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 14,100 shares — an estimated $809K sold.

Paloma Partners first reported a position in DOCU in Q1 2019 and held it in 10 quarters. The position peaked at $8.49M in Q2 2020. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Paloma Partners reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
Paloma Partners sold 14,100 DocuSign shares in Q3 2022, an estimated $809K.
Paloma Partners first reported a position in DocuSign in Q1 2019 and held it in 10 quarters.
Paloma Partners's DocuSign position peaked at $8.49M in Q2 2020.
738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Paloma Partners's 13F filing for Q3 2022, filed 14 Nov 2022.