L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 10 May 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 12 listed it in both
Shares listed
32,881,261
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

Among the 93 comparable managers: 12 buyers (opened or added shares) and 9 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Coatue Management LLC4,530,928$270m1.06%Trimmed-318,08615 May 2024 (the filing on sec.gov)
Capital World Investors4,187,356$249munder 0.1%Added+2,47914 May 2024 (the filing on sec.gov)
AQR Capital Management LLC3,853,082$229m0.39%Added+514,77715 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc3,712,259$221munder 0.1%Trimmed-4,276,35115 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP3,367,900$201m0.46%Trimmed-815,60015 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC3,152,900$188m0.30%Added+606,60013 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.3,146,171$187m0.16%Added+1,444,05215 May 2024 (the filing on sec.gov)
Citadel Advisors LLC2,716,996$162munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Two Sigma Investments LP1,541,033$92m0.22%Trimmed-1,319,13515 May 2024 (the filing on sec.gov)
Point72 Asset Management LP891,094$53m0.13%Newnew15 May 2024 (the filing on sec.gov)
Man Group PLC574,745$34m0.09%Trimmed-147,72915 May 2024 (the filing on sec.gov)
Bridgewater Associates LP397,932$24m0.12%Added+267,13914 May 2024 (the filing on sec.gov)
Acadian Asset Management LLC217,702$13munder 0.1%Addedn.a.10 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC203,093$12m0.08%Addedn.a.15 May 2024 (the filing on sec.gov)
Tudor Investment Corp176,295$10m0.07%Addedn.a.15 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP175,286$10m0.09%Added+164,73215 May 2024 (the filing on sec.gov)
Winton Group Ltd31,306$1.9m0.13%Addedn.a.14 May 2024 (the filing on sec.gov)
Woodline Partners LP5,183$309kunder 0.1%Trimmed-125,22115 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 →