Rheos Capital Works’s DocuSign DOCU Stock Holding History

Rheos Capital Works’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	-46,200	Closed	-$1.94M	–	100
2023 Q3	$1.94M	Sell	46,200 -5,000	-10%	-$245K	0.12%	117
2023 Q2	$2.62M	Hold	51,200	–	–	0.14%	91
2023 Q1	$2.98M	Hold	51,200	–	–	0.17%	95
2022 Q4	$2.84M	Hold	51,200	–	–	0.17%	118
2022 Q3	$2.74M	Buy	51,200 +12,000	+31%	+$752K	0.18%	126
2022 Q2	$2.25M	Hold	39,200	–	–	0.17%	123
2022 Q1	$4.2M	Hold	39,200	–	–	0.2%	123
2021 Q4	$5.97M	Hold	39,200	–	–	0.26%	111
2021 Q3	$10.1M	Buy	39,200 +3,200	+9%	+$922K	0.52%	73
2021 Q2	$10.1M	Buy	36,000 +18,000	+100%	+$4.02M	0.51%	67
2021 Q1	$3.64M	Hold	18,000	–	–	0.24%	81
2020 Q4	$4M	Hold	18,000	–	–	0.29%	72
2020 Q3	$3.87M	Sell	18,000 -48,000	-73%	-$9.96M	0.32%	62
2020 Q2	$11.4M	Buy	66,000 +11,000	+20%	+$1.39M	0.79%	22
2020 Q1	$5.08M	Buy	+55,000	New	+$4.42M	0.54%	39

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rheos Capital Works's DOCU Position: Q4 2023 in Review

Rheos Capital Works sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 46,200 shares — an estimated $1.94M sold.

Rheos Capital Works first reported a position in DOCU in Q1 2020 and held it in 15 quarters. The position peaked at $11.4M in Q2 2020. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Rheos Capital Works reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Rheos Capital Works sold 46,200 DocuSign shares in Q4 2023, an estimated $1.94M.
Rheos Capital Works first reported a position in DocuSign in Q1 2020 and held it in 15 quarters.
Rheos Capital Works's DocuSign position peaked at $11.4M in Q2 2020.
706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Rheos Capital Works's 13F filing for Q4 2023, filed 16 Jan 2024.