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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $1.89T AUM 35.08% 1-Year Est. Return

Vident Investment Advisory's DOCU Position: Q3 2023 in Review

Vident Investment Advisory sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 6,573 shares — an estimated $336K sold.

Vident Investment Advisory first reported a position in DOCU in Q3 2018 and held it in 15 quarters. The position peaked at $4.66M in Q2 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Vident Investment Advisory reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 6,573 DocuSign shares in Q3 2023, an estimated $336K.
  • Vident Investment Advisory first reported a position in DocuSign in Q3 2018 and held it in 15 quarters.
  • Vident Investment Advisory's DocuSign position peaked at $4.66M in Q2 2021.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.