Transcend Capital Advisors’s DocuSign DOCU Stock Holding History

Transcend Capital Advisors’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	-76,517	Closed	-$4.75M	–	586
2024 Q3	$4.75M	Sell	76,517 -5,000	-6%	-$280K	0.32%	73
2024 Q2	$4.36M	Hold	81,517	–	–	0.32%	69
2024 Q1	$4.85M	Sell	81,517 -9	-0%	-$508	0.39%	58
2023 Q4	$4.85M	Sell	81,526 -150	-0.2%	-$6.88K	0.43%	47
2023 Q3	$3.43M	Sell	81,676 -100	-0.1%	-$4.9K	0.33%	69
2023 Q2	$4.18M	Hold	81,776	–	–	0.4%	56
2023 Q1	$4.77M	Sell	81,776 -1	-0%	-$60	0.5%	42
2022 Q4	$4.53M	Sell	81,777 -6,897	-8%	-$336K	0.49%	42
2022 Q3	$4.74M	Sell	88,674 -2,125	-2%	-$133K	0.52%	38
2022 Q2	$5.21M	Sell	90,799 -3,293	-3%	-$267K	0.54%	37
2022 Q1	$10.1M	Sell	94,092 -219	-0.2%	-$25.1K	0.9%	17
2021 Q4	$14.4M	Sell	94,311 -1,722	-2%	-$393K	1.27%	8
2021 Q3	$26.9M	Sell	96,033 -1,708	-2%	-$492K	2.42%	5
2021 Q2	$27.3M	Sell	97,741 -6,648	-6%	-$1.49M	3.93%	2
2021 Q1	$21.1M	Sell	104,389 -280	-0.3%	-$64.9K	2.54%	5
2020 Q4	$23.3M	Sell	104,669 -2,039	-2%	-$458K	3.06%	5
2020 Q3	$23M	Buy	+106,708	New	+$22.1M	4.18%	5

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Transcend Capital Advisors's DOCU Position: Q4 2024 in Review

Transcend Capital Advisors sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 76,517 shares — an estimated $4.75M sold.

Transcend Capital Advisors first reported a position in DOCU in Q3 2020 and held it in 17 quarters. The position peaked at $27.3M in Q2 2021. 818 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Transcend Capital Advisors reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
Transcend Capital Advisors sold 76,517 DocuSign shares in Q4 2024, an estimated $4.75M.
Transcend Capital Advisors first reported a position in DocuSign in Q3 2020 and held it in 17 quarters.
Transcend Capital Advisors's DocuSign position peaked at $27.3M in Q2 2021.
818 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Transcend Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.