Potrero Capital Research’s DocuSign DOCU Stock Holding History

Potrero Capital Research’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
2024 Q2	–	Sell	-151,150	Closed	-$9M	–	32
2024 Q1	$9M	Buy	151,150 +101,150	+202%	+$5.71M	5.13%	9
2023 Q4	$2.97M	Buy	+50,000	New	+$2.29M	1.58%	18
2022 Q2	–	Sell	-112,975	Closed	-$12.1M	–	57
2022 Q1	$12.1M	Buy	112,975 +107,000	+1,791%	+$12.3M	4.05%	10
2021 Q4	$910K	Hold	5,975	–	–	0.27%	37
2021 Q3	$1.54M	Hold	5,975	–	–	0.36%	49
2021 Q2	$1.67M	Hold	5,975	–	–	0.4%	54
2021 Q1	$1.21M	Hold	5,975	–	–	0.29%	73
2020 Q4	$1.33M	Hold	5,975	–	–	0.17%	55
2020 Q3	$1.29M	Hold	5,975	–	–	0.42%	43
2020 Q2	$1.03M	Sell	5,975 -68,000	-92%	-$8.57M	0.48%	39
2020 Q1	$6.83M	Hold	73,975	–	–	4.82%	7
2019 Q4	$5.48M	Buy	73,975 +10,000	+16%	+$687K	3.02%	16
2019 Q3	$3.96M	Buy	63,975 +21,667	+51%	+$1.13M	2.28%	19
2019 Q2	$2.1M	Buy	+42,308	New	+$2.26M	1.2%	30
2018 Q4	–	Sell	-26,830	Closed	-$1.41M	–	48
2018 Q3	$1.41M	Hold	26,830	–	–	0.91%	28
2018 Q2	$1.42M	Buy	+26,830	New	+$1.35M	1.06%	29

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Potrero Capital Research's DOCU Position: Q2 2024 in Review

Potrero Capital Research sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 151,150 shares — an estimated $9M sold.

Potrero Capital Research first reported a position in DOCU in Q2 2018 and held it in 16 quarters. The position peaked at $12.1M in Q1 2022. 665 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

Potrero Capital Research reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
Potrero Capital Research sold 151,150 DocuSign shares in Q2 2024, an estimated $9M.
Potrero Capital Research first reported a position in DocuSign in Q2 2018 and held it in 16 quarters.
Potrero Capital Research's DocuSign position peaked at $12.1M in Q1 2022.
665 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Potrero Capital Research's 13F filing for Q2 2024, filed 14 Aug 2024.