SGI
DOCU

Summit Global Investments’s DocuSign DOCU Stock Holding History

Summit Global Investments’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
2024
Q4 		– Sell
-11,305
Closed -$702K – 560
2024
Q3 		$702K Buy
11,305
+575
+5% +$32.2K 0.04% 315
2024
Q2 		$574K Sell
10,730
-5,642
-34% -$318K 0.04% 325
2024
Q1 		$975K Buy
16,372
+11,944
+270% +$674K 0.07% 219
2023
Q4 		$263K Sell
4,428
-22,079
-83% -$1.01M 0.02% 451
2023
Q3 		$1.11M Buy
+26,507
New +$1.3M 0.07% 203

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Summit Global Investments's DOCU Position: Q4 2024 in Review

Summit Global Investments sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 11,305 shares — an estimated $702K sold.

Summit Global Investments first reported a position in DOCU in Q3 2023 and held it in 5 quarters. The position peaked at $1.11M in Q3 2023. 815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Summit Global Investments reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 11,305 DocuSign shares in Q4 2024, an estimated $702K.
  • Summit Global Investments first reported a position in DocuSign in Q3 2023 and held it in 5 quarters.
  • Summit Global Investments's DocuSign position peaked at $1.11M in Q3 2023.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.