WA
DOCU

Wasatch Advisors’s DocuSign DOCU Stock Holding History

Wasatch Advisors’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
2022
Q4 		– Sell
-5,806
Closed -$310K – 263
2022
Q3 		$310K Sell
5,806
-230,297
-98% -$14.4M ﹤0.01% 246
2022
Q2 		$13.5M Sell
236,103
-34,407
-13% -$2.79M 0.09% 152
2022
Q1 		$29M Buy
270,510
+76,529
+39% +$8.78M 0.14% 126
2021
Q4 		$29.5M Buy
193,981
+54,370
+39% +$12.4M 0.12% 146
2021
Q3 		$35.9M Buy
139,611
+1,461
+1% +$421K 0.15% 132
2021
Q2 		$38.6M Buy
138,150
+500
+0.4% +$112K 0.16% 127
2021
Q1 		$27.9M Buy
137,650
+2,540
+2% +$589K 0.13% 140
2020
Q4 		$30M Buy
135,110
+27
+0% +$6.07K 0.15% 120
2020
Q3 		$29.1M Sell
135,083
-891,142
-87% -$185M 0.18% 114
2020
Q2 		$177M Sell
1,026,225
-594,887
-37% -$75M 1.28% 23
2020
Q1 		$150M Buy
1,621,112
+26,561
+2% +$2.14M 1.56% 20
2019
Q4 		$118M Buy
1,594,551
+36,275
+2% +$2.49M 0.97% 41
2019
Q3 		$96.5M Buy
1,558,276
+40,651
+3% +$2.13M 0.92% 47
2019
Q2 		$75.4M Sell
1,517,625
-548,889
-27% -$29.3M 0.73% 53
2019
Q1 		$107M Sell
2,066,514
-116,621
-5% -$5.95M 1.17% 31
2018
Q4 		$87.5M Buy
2,183,135
+503,481
+30% +$21.2M 1.17% 30
2018
Q3 		$86.4M Sell
1,679,654
-123,037
-7% -$6.98M 0.99% 38
2018
Q2 		$86.8M Buy
+1,802,691
New +$91M 1.04% 33

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wasatch Advisors's DOCU Position: Q4 2022 in Review

Wasatch Advisors sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 5,806 shares — an estimated $310K sold.

Wasatch Advisors first reported a position in DOCU in Q2 2018 and held it in 18 quarters. The position peaked at $177M in Q2 2020. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Wasatch Advisors reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Wasatch Advisors sold 5,806 DocuSign shares in Q4 2022, an estimated $310K.
  • Wasatch Advisors first reported a position in DocuSign in Q2 2018 and held it in 18 quarters.
  • Wasatch Advisors's DocuSign position peaked at $177M in Q2 2020.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Wasatch Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.