WRF
DOCU

Waddell & Reed Financial’s DocuSign DOCU Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$241M Buy
1,190,116
+144,796
+14% +$33.6M 0.5% 45
2020
Q4 		$232M Sell
1,045,320
-9,698
-0.9% -$2.18M 0.49% 45
2020
Q3 		$227M Sell
1,055,018
-34,370
-3% -$7.13M 0.55% 40
2020
Q2 		$188M Sell
1,089,388
-129,952
-11% -$16.4M 0.49% 49
2020
Q1 		$113M Buy
1,219,340
+63,376
+5% +$5.1M 0.37% 72
2019
Q4 		$85.7M Buy
1,155,964
+8,957
+0.8% +$615K 0.21% 136
2019
Q3 		$71M Buy
1,147,007
+302,954
+36% +$15.9M 0.18% 157
2019
Q2 		$42M Buy
844,053
+61,758
+8% +$3.3M 0.1% 232
2019
Q1 		$40.6M Buy
782,295
+439,642
+128% +$22.4M 0.1% 246
2018
Q4 		$13.7M Buy
+342,653
New +$14.4M 0.04% 363

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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return