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DOCU

DocuSign

690 hedge funds and large institutions have $10.1B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 247 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

25% more call options, than puts

Call options by funds: $383M | Put options by funds: $308M

18% more capital invested

Capital invested by funds: $8.61B → $10.1B (+$1.52B)

4% more funds holding

Funds holding: 664690 (+26)

1.93% more ownership

Funds ownership: 78.68%80.61% (+1.9%)

11% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 247

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
690
Holders Change
+26
Holders Change %
+3.92%
% of All Funds
9.91%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
220
Reduced
247
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B +$15.7M +280,840 +1%
BlackRock
2
BlackRock
New York
$921M +$13.2M +235,915 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$425M +$117M +2,091,786 +44%
State Street
4
State Street
Massachusetts
$334M +$6.77M +120,743 +2%
American Century Companies
5
American Century Companies
Missouri
$278M +$21.5M +384,448 +9%
Capital World Investors
6
Capital World Investors
California
$260M +$167K +2,978 +0.1%
Renaissance Technologies
7
Renaissance Technologies
New York
$258M +$24M +428,674 +11%
NMO
8
Newlands Management Operations
Texas
$256M
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$231M +$2.57M +45,913 +1%
JCAM
10
Jericho Capital Asset Management
New York
$220M +$7.36M +131,345 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$216M +$3M +53,554 +2%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$208M -$9.85M -175,679 -5%
Morgan Stanley
13
Morgan Stanley
New York
$185M +$30.9M +551,462 +23%
ClearBridge Investments
14
ClearBridge Investments
New York
$172M -$8.75M -156,182 -5%
Norges Bank
15
Norges Bank
Norway
$152M -$24.8M -442,315 -15%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$141M +$6.33M +112,919 +5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$136M +$17.7M +315,073 +17%
AQR Capital Management
18
AQR Capital Management
Connecticut
$113M -$102M -1,814,784 -50%
Fidelity International
19
Fidelity International
Bermuda
$113M -$5.65M -100,890 -5%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$110M +$69.5M +1,239,672 +236%
JAM
21
Jupiter Asset Management
United Kingdom
$106M +$4.9M +87,374 +5%
UBS AM
22
UBS AM
Illinois
$103M +$11.7M +208,813 +14%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$99.9M -$45.3M -808,500 -33%
Skandinaviska Enskilda Banken (SEB)
24
Skandinaviska Enskilda Banken (SEB)
Sweden
$95.8M +$37.9M +676,490 +78%
Goldman Sachs
25
Goldman Sachs
New York
$92.2M +$29.7M +529,287 +55%

DOCU Hedge Fund Activity: Q3 2024 in Review

690 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q3 2024, worth a combined $10.1B — up 18% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new DOCU positions and 75 closed out — a net gain of 31 holders — while 220 added to existing stakes and 247 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $117M. The largest seller was AQR Capital Management, cutting an estimated $102M.

  • 690 institutional investors held DocuSign (DOCU) as of Q3 2024, up from 664 in Q2 2024.
  • Funds reported $10.1B of DocuSign stock for Q3 2024, up 18% quarter-over-quarter.
  • 106 funds opened new DocuSign positions in Q3 2024 and 75 closed out, a net change of +31 holders.
  • The largest DocuSign buyer in Q3 2024 was T. Rowe Price Associates, an estimated $117M added.
  • The largest DocuSign seller in Q3 2024 was AQR Capital Management, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2024.