TIM
DOCU

Tortoise Investment Management’s DocuSign DOCU Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-3
Closed -$216 – 560
2025
Q3 		$216 Sell
3
-6
-67% -$462 ﹤0.01% 1303
2025
Q2 		$701 Buy
+9
New +$728 ﹤0.01% 1039
2023
Q4 		– Sell
-1,312
Closed -$55.1K – 799
2023
Q3 		$55.1K Hold
1,312
– – 0.01% 334
2023
Q2 		$67K Hold
1,312
– – 0.01% 320
2023
Q1 		$76.5K Buy
1,312
+312
+31% +$18.6K 0.01% 295
2022
Q4 		$55.4K Buy
1,000
+500
+100% +$24.3K 0.01% 318
2022
Q3 		$27K Hold
500
– – 0.01% 391
2022
Q2 		$29K Hold
500
– – 0.01% 366
2022
Q1 		$54K Buy
500
+230
+85% +$26.4K 0.01% 295
2021
Q4 		$41K Buy
270
+90
+50% +$20.5K 0.01% 313
2021
Q3 		$46K Hold
180
– – 0.01% 284
2021
Q2 		$50K Hold
180
– – 0.01% 275
2021
Q1 		$36K Hold
180
– – 0.01% 287
2020
Q4 		$40K Hold
180
– – 0.01% 262
2020
Q3 		$39K Buy
+180
New +$37.4K 0.01% 248

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