Richard Pzena
Pzena Investment Management
Richard Pzena DocuSign Inc stake
total: 584
Pzena Investment Management DOCU trades
- Total transactions:
- 7
- New positions:
- 3
- Sold out:
- 2
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, Richard Pzena holds 4,510 DocuSign Inc (DOCU) shares with a market value of roughly $200.33K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $68.4 for "buy" trades. Pzena Investment Management first purchased DOCU in 2023 Q1, initially acquiring 4,697 shares. Richard Pzena later completely sold out the position and invested in DocuSign Inc again in 2025 Q4. Since the initial investment in DocuSign Inc (DOCU), Pzena Investment Management has made 6 more transactions.
When did Richard Pzena buy DocuSign Inc (DOCU)?
Richard Pzena first invested in DocuSign Inc (DOCU) in 2023 Q1 at the reported quarter-end price of $58.30 per share.
What's the cost basis of Pzena Investment Management's DOCU stake?
The estimated cost basis for DocuSign Inc (DOCU) stake is around $68.40 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $68.40
Richard Pzena's historical trades in DocuSign Inc
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.00%
|
4,510
|
$68.40
|
$308,484
|
new
|
+0%
|
|
2024 Q4
|
0.00%
|
0
|
$62.09
|
|
-100% (-6,379)
|
-0%
|
|
2024 Q3
|
0.00%
|
6,379
|
$62.09
|
$396,072
|
-21.38% (-1,735)
|
-0%
|
|
2024 Q2
|
0.00%
|
8,114
|
$53.50
|
$434,099
|
+45.59% (+2,541)
|
+0%
|
|
2024 Q1
|
0.00%
|
5,573
|
$59.55
|
$331,872
|
new
|
+0%
|
|
2023 Q2
|
0.00%
|
0
|
$58.30
|
|
-100% (-4,697)
|
-0%
|
|
2023 Q1
|
0.00%
|
4,697
|
$58.30
|
$273,835
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.