Select Equity Group
DOCU

Select Equity Group’s DocuSign DOCU Stock Holding History

Select Equity 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
2025
Q4 		– Sell
-444,621
Closed -$32.1M – 188
2025
Q3 		$32.1M Sell
444,621
-10,850
-2% -$836K 0.14% 90
2025
Q2 		$35.5M Sell
455,471
-34,084
-7% -$2.76M 0.15% 81
2025
Q1 		$39.8M Buy
489,555
+158,877
+48% +$13.9M 0.18% 77
2024
Q4 		$29.7M Sell
330,678
-52,006
-14% -$4.15M 0.12% 86
2024
Q3 		$23.8M Sell
382,684
-276,748
-42% -$15.5M 0.09% 93
2024
Q2 		$35.3M Sell
659,432
-30,830
-4% -$1.74M 0.14% 86
2024
Q1 		$41.1M Sell
690,262
-506,488
-42% -$28.6M 0.15% 84
2023
Q4 		$71.1M Buy
1,196,750
+398,279
+50% +$18.3M 0.26% 66
2023
Q3 		$33.5M Buy
798,471
+8,110
+1% +$398K 0.14% 84
2023
Q2 		$40.4M Buy
790,361
+3,942
+0.5% +$209K 0.15% 87
2023
Q1 		$45.8M Buy
786,419
+123,285
+19% +$7.35M 0.17% 87
2022
Q4 		$36.8M Sell
663,134
-265,902
-29% -$12.9M 0.14% 92
2022
Q3 		$49.7M Buy
929,036
+437,100
+89% +$27.4M 0.21% 74
2022
Q2 		$28.2M Buy
491,936
+110,785
+29% +$8.97M 0.11% 92
2022
Q1 		$40.8M Buy
+381,151
New +$43.7M 0.13% 88
2020
Q4 		– Sell
-473,477
Closed -$102M – 143
2020
Q3 		$102M Sell
473,477
-1,167,129
-71% -$242M 0.5% 46
2020
Q2 		$283M Buy
+1,640,606
New +$207M 1.64% 25

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return