VIA
DOCU

Vident Investment Advisory’s DocuSign DOCU Stock Holding History

Vident Investment Advisory’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 		– Sell
-6,573
Closed -$336K – 290
2023
Q2 		$336K Buy
6,573
+113
+2% +$5.99K 0.01% 832
2023
Q1 		$377K Sell
6,460
-1,193
-16% -$71.2K 0.01% 876
2022
Q4 		$424K Sell
7,653
-4,862
-39% -$237K 0.02% 766
2022
Q3 		$655K Buy
12,515
+3,160
+34% +$198K 0.02% 705
2022
Q2 		$532K Sell
9,355
-6,298
-40% -$510K 0.02% 851
2022
Q1 		$1.68M Sell
15,653
-3,176
-17% -$365K 0.04% 518
2021
Q4 		$2.87M Buy
18,829
+5,598
+42% +$1.28M 0.07% 311
2021
Q3 		$3.4M Sell
13,231
-3,422
-21% -$986K 0.1% 207
2021
Q2 		$4.66M Buy
16,653
+946
+6% +$212K 0.14% 137
2021
Q1 		$3.18M Buy
15,707
+4,091
+35% +$949K 0.11% 182
2020
Q4 		$2.58M Buy
11,616
+135
+1% +$30.3K 0.11% 191
2020
Q3 		$2.47M Sell
11,481
-7,417
-39% -$1.54M 0.12% 154
2020
Q2 		$3.25M Buy
18,898
+11,577
+158% +$1.46M 0.17% 104
2020
Q1 		$676K Buy
+7,321
New +$589K 0.04% 501
2018
Q4 		– Sell
-11,830
Closed -$622K – 810
2018
Q3 		$622K Buy
+11,830
New +$671K 0.02% 622

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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