DMC Group, LLC DOCU — DOCUSIGN INC COM

Ownership history in DMC Group, LLC  ·  11 quarters on record

AI Ownership Summary

DMC Group, LLC reported DOCUSIGN INC COM (DOCU) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q4. The latest visible filing shows DOCU at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DOCU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DMC Group, LLC's position in DOCUSIGN INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DOCU was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOCU stock page DMC Group, LLC fund profile DMC Group, LLC full holdings
How DMC Group, LLC held DOCU — position size vs. price
% of Fund (quarterly)    DOCU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 4,479 -136 -2.9% 0.20% $306K 2026-01-21 $56.03
2025 Q3 REDUCED — — — 4,615 -104 -2.2% 0.23% $333K 2025-10-29 $68.98
2025 Q2 REDUCED 5.6% +5.5% ❌ 4,719 -278 -5.6% 0.29% $368K 2025-07-23 $81.41
2025 Q1 ADDED — — — 4,997 +327 +7.0% 0.33% $407K 2025-04-30 $81.75
2024 Q4 ADDED — — — 4,670 +109 +2.4% 0.34% $420K 2025-01-23 $90.54
2024 Q3 ADDED — — — 4,561 +201 +4.6% 0.23% $283K 2024-10-18 $72.30
2024 Q2 ADDED — — — 4,360 +378 +9.5% 0.20% $233K 2024-07-16 $56.90
2024 Q1 REDUCED 7.8% -7.4% ✅ 3,982 -338 -7.8% 0.20% $237K 2024-04-19 $55.70
2023 Q4 ADDED — — — 4,320 +542 +14.3% 0.24% $257K 2024-01-10 $56.11
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DOCU

As of 2026 Q1 — sorted by position size

Shearwater Capital LLC 3Y 2.82% Jericho Capital Asset Management L.P. 3Y 7Y 2.1% Collar Capital Management, LLC 1.92% Silver Lake Advisory, LLC 3Y 7Y 1.72% Woodson Capital Management, LP 3Y 7Y 1.68% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 1.65% Board of the Pension Protection Fund 1.53% Oasis Management Co Ltd. 3Y 7Y 1.38% OAK FAMILY ADVISORS, LLC 3Y 1.34% Ridgepath Capital Management LLC 1.33%

FAQ About DMC Group, LLC and DOCU

These are the practical questions this page is built to answer before you even open the full history table.

How long has DMC Group, LLC reported owning DOCU?

DMC Group, LLC reported DOCU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DOCU position in DMC Group, LLC's portfolio?

The largest reported portfolio weight for DOCU was 0.34% in 2024 Q4.

What is the latest reported DOCU position on this page?

The most recent filing on this page is 2025 Q4, when DMC Group, LLC reported 4,479 shares, equal to 0.20% of portfolio, with an estimated market value of $306K.

What does the chart on this DOCU ownership page compare?

The chart compares DMC Group, LLC's quarterly DOCU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DMC Group, LLC time their DOCU position?

Based on 13F filing dates vs. subsequent DOCU price moves, DMC Group, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on DOCU relative to SPY over the holding period was -17.4%.

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