WCM
DOCU

Weld Capital Management’s DocuSign DOCU Stock Holding History

Weld Capital Management’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
2020
Q2 		– Sell
-7,525
Closed -$695K – 504
2020
Q1 		$695K Buy
+7,525
New +$605K 0.35% 92

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Weld Capital Management's DOCU Position: Q2 2020 in Review

Weld Capital Management sold out of DocuSign (DOCU) in Q2 2020, closing a stake of 7,525 shares — an estimated $695K sold.

Weld Capital Management first reported a position in DOCU in Q1 2020 and held it in 1 quarter. The position peaked at $695K in Q1 2020. 735 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

  • Weld Capital Management reported no remaining DocuSign position as of Q2 2020 after selling out during the quarter.
  • Weld Capital Management sold 7,525 DocuSign shares in Q2 2020, an estimated $695K.
  • Weld Capital Management first reported a position in DocuSign in Q1 2020 and held it in 1 quarter.
  • Weld Capital Management's DocuSign position peaked at $695K in Q1 2020.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.