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	0.54%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Waddell & Reed Financial's DOCU Position: Q1 2021 in Review

Waddell & Reed Financial increased its DocuSign (DOCU) stake by 14% in Q1 2021, buying an estimated $33.6M and bringing the position to 1,190,116 shares worth $241M. The position accounts for 0.5% of the portfolio, ranked #45.

Waddell & Reed Financial first reported a position in DOCU in Q4 2018 and has held it in 10 quarters since. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

Waddell & Reed Financial held 1,190,116 shares of DocuSign worth $241M as of Q1 2021.
Waddell & Reed Financial bought 144,796 DocuSign shares in Q1 2021, an estimated $33.6M.
DocuSign made up 0.5% of Waddell & Reed Financial's portfolio in Q1 2021, its #45 holding.
Waddell & Reed Financial first reported a position in DocuSign in Q4 2018 and has held it in 10 quarters since.
970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.