DOCU
DocuSign Inc
DocuSign Inc historical holders
total: 5
Pzena Investment Management DocuSign Inc transactions over time
- 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
Richard Pzena has been an institutional investor in DocuSign Inc (DOCU) since 2023 Q1. According to 2026 Q2 report, Richard Pzena holds 4,510 shares with a market value of roughly $200.33K representing 0.00% of their equity portfolio. The fund/company first acquired DOCU in 2023 Q1, initially purchasing 4,697 shares. Richard Pzena later completely sold out the position and reinvested in DOCU again in 2025 Q4. Since the initial investment, Pzena Investment Management has made 6 more transactions in this position.
Does Richard Pzena still hold DOCU?
Yes, Richard Pzena continues to hold DocuSign Inc (DOCU). According to their 2026 Q2 report, they maintain a position of 4,510 shares valued at approximately $200.33K, representing 0.00% of their equity portfolio.
When did Richard Pzena first invest in DOCU?
Richard Pzena first invested in DocuSign Inc (DOCU) in 2023 Q1 at the reported quarter-end price of $58.30 per share, acquiring 4,697 shares in their initial purchase.
What is Richard Pzena's average cost basis for DOCU?
Based on historical transaction data, Richard Pzena's estimated cost basis for DocuSign Inc (DOCU) is approximately $68.40 per share. This represents their average reported price* across all buy transactions.
Has Richard Pzena reinvested in DOCU after selling?
Yes, Richard Pzena has shown renewed interest in DocuSign Inc (DOCU). After completely selling their position, they reinitiated an investment in 2025 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $68.40
DOCU transactions history by Pzena Investment Management
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.