Regatta Capital Group’s DocuSign DOCU Stock Holding History

Regatta Capital Group’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
2022 Q2	–	Sell	-3,074	Closed	-$329K	–	159
2022 Q1	$329K	Sell	3,074 -84	-3%	-$9.64K	0.11%	131
2021 Q4	$481K	Buy	+3,158	New	+$720K	0.17%	106

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Regatta Capital Group's DOCU Position: Q2 2022 in Review

Regatta Capital Group sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 3,074 shares — an estimated $329K sold.

Regatta Capital Group first reported a position in DOCU in Q4 2021 and held it in 2 quarters. The position peaked at $481K in Q4 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Regatta Capital Group reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Regatta Capital Group sold 3,074 DocuSign shares in Q2 2022, an estimated $329K.
Regatta Capital Group first reported a position in DocuSign in Q4 2021 and held it in 2 quarters.
Regatta Capital Group's DocuSign position peaked at $481K in Q4 2021.
790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Regatta Capital Group's 13F filing for Q2 2022, filed 9 Aug 2022.