WAM
DOCU

Werlinich Asset Management’s DocuSign DOCU Stock Holding History

Werlinich Asset 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
2023
Q4 		– Sell
-14,954
Closed -$628K – 59
2023
Q3 		$628K Buy
14,954
+727
+5% +$35.6K 0.52% 44
2023
Q2 		$727K Sell
14,227
-250
-2% -$13.2K 0.58% 43
2023
Q1 		$844K Hold
14,477
– – 0.74% 36
2022
Q4 		$802K Sell
14,477
-355
-2% -$17.3K 0.74% 38
2022
Q3 		$793K Sell
14,832
-285
-2% -$17.9K 0.81% 35
2022
Q2 		$867K Sell
15,117
-685
-4% -$55.5K 0.81% 35
2022
Q1 		$1.69M Hold
15,802
– – 1.29% 27
2021
Q4 		$2.41M Buy
15,802
+1,012
+7% +$231K 1.75% 19
2021
Q3 		$3.81M Sell
14,790
-90
-0.6% -$25.9K 3.08% 9
2021
Q2 		$4.16M Hold
14,880
– – 3.36% 8
2021
Q1 		$3.01M Buy
+14,880
New +$3.45M 2.65% 12

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Werlinich Asset Management's DOCU Position: Q4 2023 in Review

Werlinich Asset Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 14,954 shares — an estimated $628K sold.

Werlinich Asset Management first reported a position in DOCU in Q1 2021 and held it in 11 quarters. The position peaked at $4.16M in Q2 2021. 705 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Werlinich Asset Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Werlinich Asset Management sold 14,954 DocuSign shares in Q4 2023, an estimated $628K.
  • Werlinich Asset Management first reported a position in DocuSign in Q1 2021 and held it in 11 quarters.
  • Werlinich Asset Management's DocuSign position peaked at $4.16M in Q2 2021.
  • 705 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Werlinich Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.