Rockefeller Capital Management’s DocuSign DOCU Stock Holding History

Rockefeller 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
2026 Q1	$16.6M	Buy	350,427 +112,313	+47%	+$5.75M	0.03%	501
2025 Q4	$16.3M	Buy	238,114 +24,842	+12%	+$1.72M	0.03%	496
2025 Q3	$15.4M	Sell	213,272 -1,887	-0.9%	-$145K	0.03%	500
2025 Q2	$16.8M	Buy	215,159 +2,207	+1%	+$179K	0.04%	437
2025 Q1	$17.3M	Sell	212,952 -2,075	-1%	-$182K	0.04%	406
2024 Q4	$19.3M	Sell	215,027 -248,761	-54%	-$19.9M	0.05%	352
2024 Q3	$28.8M	Sell	463,788 -2,429	-0.5%	-$136K	0.08%	252
2024 Q2	$24.9M	Buy	466,217 +43,350	+10%	+$2.44M	0.07%	262
2024 Q1	$25.2M	Buy	422,867 +149,153	+54%	+$8.42M	0.07%	268
2023 Q4	$16.3M	Buy	273,714 +81,557	+42%	+$3.74M	0.05%	337
2023 Q3	$8.07M	Buy	192,157 +17,421	+10%	+$854K	0.03%	474
2023 Q2	$8.93M	Buy	174,736 +31,800	+22%	+$1.68M	0.03%	461
2023 Q1	$8.33M	Buy	142,936 +4,943	+4%	+$295K	0.04%	462
2022 Q4	$7.65M	Buy	137,993 +123,277	+838%	+$6M	0.04%	431
2022 Q3	$786K	Sell	14,716 -88,933	-86%	-$5.58M	﹤0.01%	1102
2022 Q2	$5.95M	Sell	103,649 -3,066	-3%	-$248K	0.03%	470
2022 Q1	$11.4M	Buy	106,715 +12,564	+13%	+$1.44M	0.06%	328
2021 Q4	$14.3M	Buy	94,151 +3,364	+4%	+$767K	0.07%	278
2021 Q3	$23.4M	Sell	90,787 -14,801	-14%	-$4.26M	0.12%	188
2021 Q2	$29.5M	Sell	105,588 -21,619	-17%	-$4.83M	0.17%	147
2021 Q1	$25.8M	Sell	127,207 -10,665	-8%	-$2.47M	0.17%	137
2020 Q4	$30.6M	Sell	137,872 -18,098	-12%	-$4.07M	0.23%	108
2020 Q3	$33.6M	Buy	155,970 +3,061	+2%	+$635K	0.31%	74
2020 Q2	$26.3M	Sell	152,909 -15,953	-9%	-$2.01M	0.28%	83
2020 Q1	$15.6M	Sell	168,862 -26,390	-14%	-$2.12M	0.2%	106
2019 Q4	$14.5M	Sell	195,252 -5,000	-2%	-$344K	0.18%	118
2019 Q3	$12.4M	Sell	200,252 -30,000	-13%	-$1.57M	0.17%	117
2019 Q2	$11.4M	Sell	230,252 -57,920	-20%	-$3.09M	0.16%	111
2019 Q1	$14.9M	Sell	288,172 -19,750	-6%	-$1.01M	0.21%	97
2018 Q4	$12.3M	Buy	+307,922	New	+$12.9M	0.22%	100