Summit Partners Public Asset Management’s DocuSign DOCU Stock Holding History

Summit Partners Public Asset 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
2020 Q2	–	Sell	-204,931	Closed	-$18.9M	–	103
2020 Q1	$18.9M	Buy	+204,931	New	+$16.5M	1.56%	20
2019 Q3	–	Sell	-24,000	Closed	-$1.19M	–	126
2019 Q2	$1.19M	Sell	24,000 -486,842	-95%	-$26M	0.12%	87
2019 Q1	$26.5M	Buy	510,842 +360,842	+241%	+$18.4M	3.24%	6
2018 Q4	$6.01M	Buy	+150,000	New	+$6.3M	0.81%	43

Other funds holding DOCU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Summit Partners Public Asset Management's DOCU Position: Q2 2020 in Review

Summit Partners Public Asset Management sold out of DocuSign (DOCU) in Q2 2020, closing a stake of 204,931 shares — an estimated $18.9M sold.

Summit Partners Public Asset Management first reported a position in DOCU in Q4 2018 and held it in 4 quarters. The position peaked at $26.5M in Q1 2019. 735 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

Summit Partners Public Asset Management reported no remaining DocuSign position as of Q2 2020 after selling out during the quarter.
Summit Partners Public Asset Management sold 204,931 DocuSign shares in Q2 2020, an estimated $18.9M.
Summit Partners Public Asset Management first reported a position in DocuSign in Q4 2018 and held it in 4 quarters.
Summit Partners Public Asset Management's DocuSign position peaked at $26.5M in Q1 2019.
735 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.