Tran Capital Management’s DocuSign DOCU Stock Holding History

Tran Capital 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
2022 Q3	–	Sell	-11,919	Closed	-$684K	–	38
2022 Q2	$684K	Sell	11,919 -1,405	-11%	-$114K	0.08%	34
2022 Q1	$1.43M	Buy	13,324 +2,650	+25%	+$304K	0.13%	36
2021 Q4	$1.63M	Sell	10,674 -2,650	-20%	-$604K	0.13%	33
2021 Q3	$3.43M	Hold	13,324	–	–	0.29%	29
2021 Q2	$3.73M	Sell	13,324 -1,210	-8%	-$271K	0.31%	29
2021 Q1	$2.94M	Sell	14,534 -1,428	-9%	-$331K	0.26%	29
2020 Q4	$3.55M	Sell	15,962 -9,394	-37%	-$2.11M	0.33%	33
2020 Q3	$5.46M	Sell	25,356 -47,784	-65%	-$9.92M	0.59%	29
2020 Q2	$12.6M	Sell	73,140 -71,360	-49%	-$8.99M	1.46%	27
2020 Q1	$13.4M	Sell	144,500 -21,825	-13%	-$1.76M	1.95%	26
2019 Q4	$12.3M	Sell	166,325 -14,975	-8%	-$1.03M	1.43%	33
2019 Q3	$11.2M	Buy	181,300 +2,210	+1%	+$116K	1.39%	30
2019 Q2	$8.9M	Buy	+179,090	New	+$9.56M	1.11%	33

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tran Capital Management's DOCU Position: Q3 2022 in Review

Tran Capital Management sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 11,919 shares — an estimated $684K sold.

Tran Capital Management first reported a position in DOCU in Q2 2019 and held it in 13 quarters. The position peaked at $13.4M in Q1 2020. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Tran Capital Management reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
Tran Capital Management sold 11,919 DocuSign shares in Q3 2022, an estimated $684K.
Tran Capital Management first reported a position in DocuSign in Q2 2019 and held it in 13 quarters.
Tran Capital Management's DocuSign position peaked at $13.4M in Q1 2020.
737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Tran Capital Management's 13F filing for Q3 2022, filed 14 Oct 2022.