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

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Polen Capital Management's DOCU Position: Q4 2023 in Review

Polen Capital Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 43,366 shares — an estimated $1.82M sold.

Polen Capital Management first reported a position in DOCU in Q4 2021 and held it in 8 quarters. The position peaked at $595M in Q1 2022. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Polen Capital Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Polen Capital Management sold 43,366 DocuSign shares in Q4 2023, an estimated $1.82M.
  • Polen Capital Management first reported a position in DocuSign in Q4 2021 and held it in 8 quarters.
  • Polen Capital Management's DocuSign position peaked at $595M in Q1 2022.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Polen Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.