WCM
DOCU

Westerly Capital Management’s DocuSign DOCU Stock Holding History

Westerly 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
2024
Q1 		– Sell
-290,000
Closed -$17.2M – 50
2023
Q4 		$17.2M Buy
290,000
+140,000
+93% +$6.42M 8.52% 1
2023
Q3 		$6.3M Buy
150,000
+90,000
+150% +$4.41M 4.44% 6
2023
Q2 		$3.07M Buy
+60,000
New +$3.18M 1.61% 23
2022
Q2 		– Sell
-20,000
Closed -$2.14M – 48
2022
Q1 		$2.14M Buy
+20,000
New +$2.3M 1.58% 26

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Westerly Capital Management's DOCU Position: Q1 2024 in Review

Westerly Capital Management sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 290,000 shares — an estimated $17.2M sold.

Westerly Capital Management first reported a position in DOCU in Q1 2022 and held it in 4 quarters. The position peaked at $17.2M in Q4 2023. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Westerly Capital Management reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Westerly Capital Management sold 290,000 DocuSign shares in Q1 2024, an estimated $17.2M.
  • Westerly Capital Management first reported a position in DocuSign in Q1 2022 and held it in 4 quarters.
  • Westerly Capital Management's DocuSign position peaked at $17.2M in Q4 2023.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Westerly Capital Management's 13F filing for Q1 2024, filed 15 May 2024.