Virtus Fund Advisers’s DocuSign DOCU Stock Holding History

Virtus Fund Advisers’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	$64K	Buy	712 +24	+3%	+$1.92K	0.2%	48
2024 Q3	$42.7K	Hold	688	–	–	0.17%	76
2024 Q2	$36.8K	Buy	688 +45	+7%	+$2.54K	0.15%	77
2024 Q1	$38.3K	Buy	643 +91	+16%	+$5.14K	0.14%	75
2023 Q4	$32.8K	Buy	+552	New	+$25.3K	0.2%	71

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Virtus Fund Advisers's DOCU Position: Q4 2024 in Review

Virtus Fund Advisers increased its DocuSign (DOCU) stake by 3.5% in Q4 2024, buying an estimated $1.92K and bringing the position to 712 shares worth $64K. The position accounts for 0.2% of the portfolio, ranked #48.

Virtus Fund Advisers first reported a position in DOCU in Q4 2023 and has held it in 5 quarters since. 815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Virtus Fund Advisers held 712 shares of DocuSign worth $64K as of Q4 2024.
Virtus Fund Advisers bought 24 DocuSign shares in Q4 2024, an estimated $1.92K.
DocuSign made up 0.2% of Virtus Fund Advisers's portfolio in Q4 2024, its #48 holding.
Virtus Fund Advisers first reported a position in DocuSign in Q4 2023 and has held it in 5 quarters since.
815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.