L3VLUP
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

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
T. Rowe Price Associates Inc7,988,610$475m0.06%Trimmed-1,204,34416 Feb 2024 (the filing on sec.gov)
Coatue Management LLC4,849,014$288m1.21%Newnew14 Feb 2024 (the filing on sec.gov)
Capital World Investors4,184,877$249munder 0.1%Held013 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP4,183,500$249m0.58%Added+456,00014 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC3,338,305$198m0.37%Added+1,429,80514 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP2,860,168$170m0.39%Added+56,78714 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC2,546,300$151m0.23%Trimmed-31,60013 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,702,119$101m0.09%Trimmed-697,39014 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC1,101,677$65m0.12%Added+472,33914 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC841,882$50m0.20%Trimmed-824,17814 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP799,657$48munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Man Group PLC722,474$43m0.12%Trimmed-260,79414 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP458,180$27munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC321,608$19munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP130,793$7.8munder 0.1%Added+70,65014 Feb 2024 (the filing on sec.gov)
Woodline Partners LP130,404$7.8m0.08%Newnew14 Feb 2024 (the filing on sec.gov)
Davidson Kempner Capital Management LP85,000$5.1m0.08%Newnew14 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP79,318$4.7munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP46,868$2.8munder 0.1%Trimmedn.a.14 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd22,701$1.4munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP10,554$627kunder 0.1%Added+5,12314 Feb 2024 (the filing on sec.gov)
Caxton Associates LLP9,659$574kunder 0.1%Trimmed-190,34114 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

010203020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DOCU by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20185$306mn.a.n.a.
Q3 201810$240mn.a.n.a.
Q4 20184$659mn.a.n.a.
Q1 201912$1.5bnn.a.n.a.
Q2 20198$1.9bnn.a.n.a.
Q3 201914$3.1bnn.a.n.a.
Q4 201913$3.6bnn.a.n.a.
Q1 202020$4.4bnn.a.n.a.
Q2 202024$6.4bnn.a.n.a.
Q3 202029$7.4bnn.a.n.a.
Q4 202030$7.2bnn.a.n.a.
Q1 202126$6.7bnn.a.n.a.
Q2 202125$9.7bnn.a.n.a.
Q3 202126$9.5bnn.a.n.a.
Q4 202114$4.8bnn.a.n.a.
Q1 202216$4.3bnn.a.n.a.
Q2 202214$2.0bnn.a.n.a.
Q3 202214$1.6bnn.a.n.a.
Q4 202217$2.0bnn.a.n.a.
Q1 202314$2.2bnn.a.n.a.
Q2 202314$2.0bnn.a.n.a.
Q3 202316$1.3bnn.a.n.a.
Q4 202322$2.2bn148
Q1 202418$2.0bn129
Q2 202413$1.3bn67
Q3 202417$1.8bn142
Q4 202411$2.6bn57
Q1 202513$2.2bn97
Q2 202513$1.4bn112
Q3 202514$1.4bn107
Q4 202513$1.6bn1718
Q1 202620$1.7bn259
Q2 202614$1.5bn1319

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DOCU and GOOGL →DOCU and AMZN →DOCU and MSFT →Choose a stock to compare with DOCU →

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 →