DOCU in the 13F filings
Docusign Inc · CUSIP 256163106
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 10 May 2024
- latest of these filings; the earliest 13 Feb 2024
- Managers listing it
- 22
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 13 listed it in both
- Shares listed
- 36,413,668
- combined, among listed positions
- Reported value
- $2.2bn
- combined, at the quarter end
Among the 93 comparable managers: 14 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing DOCU in Q4 2023
22 of 22 holders
Largest increases and reductions, by shares
Increases
- Coatue Management LLCnew position · 4,849,014 shares now+4,849,014
- AQR Capital Management LLCexisting position · 3,338,305 shares now+1,429,805
- Squarepoint Ops LLCexisting position · 1,101,677 shares now+472,339
- Two Sigma Advisers LPexisting position · 4,183,500 shares now+456,000
- Woodline Partners LPnew position · 130,404 shares now+130,404
Reductions
- T. Rowe Price Associates Incexisting position · 7,988,610 shares now-1,204,344
- Voloridge Investment Management LLCexisting position · 841,882 shares now-824,178
- D. E. Shaw & Co.existing position · 1,702,119 shares now-697,390
- Man Group PLCexisting position · 722,474 shares now-260,794
- Caxton Associates LLPexisting position · 9,659 shares now-190,341
New positions and exits
New (5)
Exited (1)
- Polen Capital Management LLCwas $1.8m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2018 | 5 | $306m | n.a. | n.a. |
| Q3 2018 | 10 | $240m | n.a. | n.a. |
| Q4 2018 | 4 | $659m | n.a. | n.a. |
| Q1 2019 | 12 | $1.5bn | n.a. | n.a. |
| Q2 2019 | 8 | $1.9bn | n.a. | n.a. |
| Q3 2019 | 14 | $3.1bn | n.a. | n.a. |
| Q4 2019 | 13 | $3.6bn | n.a. | n.a. |
| Q1 2020 | 20 | $4.4bn | n.a. | n.a. |
| Q2 2020 | 24 | $6.4bn | n.a. | n.a. |
| Q3 2020 | 29 | $7.4bn | n.a. | n.a. |
| Q4 2020 | 30 | $7.2bn | n.a. | n.a. |
| Q1 2021 | 26 | $6.7bn | n.a. | n.a. |
| Q2 2021 | 25 | $9.7bn | n.a. | n.a. |
| Q3 2021 | 26 | $9.5bn | n.a. | n.a. |
| Q4 2021 | 14 | $4.8bn | n.a. | n.a. |
| Q1 2022 | 16 | $4.3bn | n.a. | n.a. |
| Q2 2022 | 14 | $2.0bn | n.a. | n.a. |
| Q3 2022 | 14 | $1.6bn | n.a. | n.a. |
| Q4 2022 | 17 | $2.0bn | n.a. | n.a. |
| Q1 2023 | 14 | $2.2bn | n.a. | n.a. |
| Q2 2023 | 14 | $2.0bn | n.a. | n.a. |
| Q3 2023 | 16 | $1.3bn | n.a. | n.a. |
| Q4 2023 | 22 | $2.2bn | 14 | 8 |
| Q1 2024 | 18 | $2.0bn | 12 | 9 |
| Q2 2024 | 13 | $1.3bn | 6 | 7 |
| Q3 2024 | 17 | $1.8bn | 14 | 2 |
| Q4 2024 | 11 | $2.6bn | 5 | 7 |
| Q1 2025 | 13 | $2.2bn | 9 | 7 |
| Q2 2025 | 13 | $1.4bn | 11 | 2 |
| Q3 2025 | 14 | $1.4bn | 10 | 7 |
| Q4 2025 | 13 | $1.6bn | 17 | 18 |
| Q1 2026 | 20 | $1.7bn | 25 | 9 |
| Q2 2026 | 14 | $1.5bn | 13 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own DOCU, latest filings →Back to the 13F Explorer →