Polen Capital Management
DOCU

Polen Capital Management’s DocuSign DOCU Stock Holding History

Polen 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
2023
Q4 		– Sell
-43,366
Closed -$1.82M – 108
2023
Q3 		$1.82M Sell
43,366
-8,430,648
-99% -$413M ﹤0.01% 85
2023
Q2 		$433M Sell
8,474,014
-6,095
-0.1% -$323K 1.07% 23
2023
Q1 		$494M Buy
8,480,109
+270,137
+3% +$16.1M 1.3% 22
2022
Q4 		$455M Sell
8,209,972
-437,088
-5% -$21.3M 1.33% 22
2022
Q3 		$462M Buy
8,647,060
+33,901
+0.4% +$2.13M 1.29% 21
2022
Q2 		$494M Buy
8,613,159
+3,061,367
+55% +$248M 1.3% 22
2022
Q1 		$595M Buy
5,551,792
+1,813,284
+49% +$208M 1.16% 23
2021
Q4 		$569M Buy
+3,738,508
New +$852M 0.96% 26

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