PP
DOCU

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
Q2 		– Sell
-18,400
Closed -$1.97M – 1264
2022
Q1 		$1.97M Buy
+18,400
New +$2.11M 0.06% 254
2021
Q3 		– Sell
-4,900
Closed -$1.37M – 1288
2021
Q2 		$1.37M Buy
4,900
+600
+14% +$134K 0.02% 517
2021
Q1 		$871K Buy
4,300
+900
+26% +$209K 0.02% 776
2020
Q4 		$756K Buy
+3,400
New +$764K 0.02% 698

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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.