Versant Capital Management’s DocuSign DOCU Stock Holding History

Versant 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
2026 Q2	$304K	Buy	6,844 +85	+1%	+$3.98K	0.03%	460
2026 Q1	$320K	Sell	6,759 -339	-5%	-$17.3K	0.03%	410
2025 Q4	$486K	Buy	7,098 +3,659	+106%	+$253K	0.06%	227
2025 Q3	$248K	Sell	3,439 -350	-9%	-$27K	0.03%	408
2025 Q2	$295K	Sell	3,789 -817	-18%	-$66.1K	0.04%	325
2025 Q1	$375K	Buy	4,606 +2,571	+126%	+$225K	0.06%	225
2024 Q4	$183K	Buy	2,035 +81	+4%	+$6.47K	0.04%	190
2024 Q3	$121K	Buy	1,954 +521	+36%	+$29.2K	0.03%	205
2024 Q2	$76.7K	Buy	1,433 +843	+143%	+$47.5K	0.02%	263
2024 Q1	$35.1K	Hold	590	–	–	0.01%	351
2023 Q4	$35.1K	Buy	590 +68	+13%	+$3.12K	0.01%	346
2023 Q3	$21.9K	Sell	522 -68	-12%	-$3.33K	0.01%	448
2023 Q2	$30.1K	Buy	590 +7	+1%	+$371	0.01%	389
2023 Q1	$34K	Buy	583 +391	+204%	+$23.3K	0.01%	334
2022 Q4	$10.6K	Sell	192 -338	-64%	-$16.5K	﹤0.01%	655
2022 Q3	$28K	Sell	530 -13	-2%	-$815	0.01%	335
2022 Q2	$31K	Buy	543 +20	+4%	+$1.62K	0.01%	319
2022 Q1	$56K	Buy	523 +303	+138%	+$34.8K	0.02%	232
2021 Q4	$34K	Buy	220 +219	+21,900%	+$49.9K	0.01%	326
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1481
2021 Q2	$0	Buy	+1	New	+$224	﹤0.01%	1475

Other funds holding DOCU

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return