PIM
DOCU

Plato Investment Management’s DocuSign DOCU Stock Holding History

Plato Investment 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
2026
Q1 		$595K Hold
12,534
– – 0.04% 338
2025
Q4 		$862K Sell
12,534
-298
-2% -$20.6K 0.06% 287
2025
Q3 		$918K Buy
12,832
+4,245
+49% +$327K 0.06% 275
2025
Q2 		$666K Buy
8,587
+6
+0.1% +$485 0.05% 312
2025
Q1 		$706K Buy
8,581
+311
+4% +$27.2K 0.06% 288
2024
Q4 		$747K Sell
8,270
-15,518
-65% -$1.24M 0.05% 297
2024
Q3 		$1.48M Hold
23,788
– – 0.12% 191
2024
Q2 		$1.27M Buy
23,788
+1,930
+9% +$109K 0.12% 178
2024
Q1 		$1.3M Buy
21,858
+20,057
+1,114% +$1.13M 0.13% 174
2023
Q4 		$107K Buy
+1,801
New +$82.6K 0.13% 152

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