Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SAM
DOCU
Soviero Asset Management’s
DocuSign
DOCU
Stock Holding History
Soviero Asset Management’s Portfolio
DOCU Stock Details
DOCU Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-120,000
Closed
-$7.13M
–
43
2023
Q4
$7.13M
Buy
+120,000
New
+$5.5M
3.49%
10
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
State Street
Boston, Massachusetts
$3.37T AUM
44.26%
1-Year Est. Return
Coatue Management
New York
$48.6B AUM
94.27%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$846B AUM
46.74%
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
AQR Capital Management
Greenwich, Connecticut
$287B AUM
42.33%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$999B AUM
46.22%
1-Year Est. Return
JCAM
Jericho Capital Asset Management
New York
$12.1B AUM
109.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close