PI
DOCU

Putnam Investments’s DocuSign DOCU Stock Holding History

Putnam Investments’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 		$10.2M Sell
172,241
-15,498
-8% -$711K 0.01% 321
2023
Q3 		$7.89M Buy
187,739
+114,771
+157% +$5.63M 0.01% 347
2023
Q2 		$3.73M Sell
72,968
-5,767
-7% -$305K 0.01% 532
2023
Q1 		$4.59M Buy
78,735
+5,273
+7% +$315K 0.01% 458
2022
Q4 		$4.07M Buy
73,462
+13,368
+22% +$651K 0.01% 493
2022
Q3 		$3.21M Buy
60,094
+16,932
+39% +$1.06M 0.01% 583
2022
Q2 		$2.48M Sell
43,162
-53,921
-56% -$4.37M ﹤0.01% 697
2022
Q1 		$10.4M Sell
97,083
-1,111,365
-92% -$128M 0.02% 333
2021
Q4 		$184M Buy
1,208,448
+126,925
+12% +$28.9M 0.26% 100
2021
Q3 		$278M Sell
1,081,523
-41,941
-4% -$12.1M 0.43% 75
2021
Q2 		$314M Sell
1,123,464
-21,357
-2% -$4.78M 0.49% 68
2021
Q1 		$232M Sell
1,144,821
-60,652
-5% -$14.1M 0.39% 74
2020
Q4 		$268M Sell
1,205,473
-159,017
-12% -$35.7M 0.48% 63
2020
Q3 		$294M Sell
1,364,490
-195,430
-13% -$40.6M 0.58% 45
2020
Q2 		$269M Sell
1,559,920
-451,177
-22% -$56.9M 0.57% 48
2020
Q1 		$186M Buy
2,011,097
+398,330
+25% +$32M 0.49% 54
2019
Q4 		$120M Sell
1,612,767
-650,942
-29% -$44.7M 0.25% 111
2019
Q3 		$140M Sell
2,263,709
-426,367
-16% -$22.3M 0.31% 97
2019
Q2 		$134M Buy
2,690,076
+254,628
+10% +$13.6M 0.3% 103
2019
Q1 		$126M Sell
2,435,448
-245,158
-9% -$12.5M 0.29% 103
2018
Q4 		$107M Buy
2,680,606
+1,781,273
+198% +$74.9M 0.28% 109
2018
Q3 		$47.3M Buy
899,333
+331,470
+58% +$18.8M 0.1% 166
2018
Q2 		$30.1M Buy
+567,863
New +$28.7M 0.07% 210

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Putnam Investments's DOCU Position: Q4 2023 in Review

Putnam Investments reduced its DocuSign (DOCU) stake by 8.3% in Q4 2023, selling an estimated $711K and leaving 172,241 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #321.

Putnam Investments first reported a position in DOCU in Q2 2018 and has held it in 23 quarters since. The position peaked at $314M in Q2 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Putnam Investments held 172,241 shares of DocuSign worth $10.2M as of Q4 2023.
  • Putnam Investments sold 15,498 DocuSign shares in Q4 2023, an estimated $711K.
  • DocuSign made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #321 holding.
  • Putnam Investments first reported a position in DocuSign in Q2 2018 and has held it in 23 quarters since.
  • Putnam Investments's DocuSign position peaked at $314M in Q2 2021.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.