TMC
DOCU

Trellus Management Company’s DocuSign DOCU Stock Holding History

Trellus Management Company’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
2023
Q3 		$420K Buy
10,000
+5,000
+100% +$245K 0.58% 36
2023
Q2 		$255K Buy
+5,000
New +$265K 0.32% 52

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trellus Management Company's DOCU Position: Q3 2023 in Review

Trellus Management Company increased its DocuSign (DOCU) stake by 100% in Q3 2023, buying an estimated $245K and bringing the position to 10,000 shares worth $420K. The position accounts for 0.58% of the portfolio, ranked #36.

Trellus Management Company first reported a position in DOCU in Q2 2023 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Trellus Management Company held 10,000 shares of DocuSign worth $420K as of Q3 2023.
  • Trellus Management Company bought 5,000 DocuSign shares in Q3 2023, an estimated $245K.
  • DocuSign made up 0.58% of Trellus Management Company's portfolio in Q3 2023, its #36 holding.
  • Trellus Management Company first reported a position in DocuSign in Q2 2023 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Trellus Management Company's 13F filing for Q3 2023, filed 24 Oct 2023.