SPPAM
DOCU

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
2019
Q2 		– Sell
-160,000
Closed -$8.29M – 97
2019
Q1 		$8.29M Buy
+160,000
New +$8.16M 1.02% 37

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.