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Joel Greenblatt’s DOCU Holdings & Trades

First Buy
Q4 2019
Duration Held
23 Quarters
Largest Add
Q4 2023
+99,858 Shares
Current Position
175,021 Shares
$11.97 M Value

Joel Greenblatt's DOCU Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 175,021 shares of DocuSign, Inc. (DOCU) worth $11.97 M, representing 0.04% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 23 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in DOCU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 99,858 shares. Largest reduction occurred in Q1 2023, reducing 62,637 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's DocuSign (DOCU) Holding Value Over Time

Track share changes against reported price movement

Quarterly DocuSign (DOCU) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -29,673 Reduce 14.50% 175,021 $68.40
Q3 2025 -14,394 Reduce 6.57% 204,694 $72.09
Q2 2025 -26,169 Reduce 10.67% 219,088 $77.89
Q1 2025 +57,110 Add 30.35% 245,257 $81.40
Q4 2024 -60,857 Reduce 24.44% 188,147 $89.94
Q3 2024 +90,732 Add 57.33% 249,004 $62.09
Q2 2024 +62,414 Add 65.11% 158,272 $53.50
Q1 2024 -23,084 Reduce 19.41% 95,858 $59.55
Q4 2023 +99,858 Add 523.26% 118,942 $59.45
Q3 2023 -32,132 Reduce 62.74% 19,084 $42.00
Q2 2023 -8,754 Reduce 14.60% 51,216 $51.09
Q1 2023 -62,637 Reduce 51.09% 59,970 $58.30
Q4 2022 +94,187 Add 331.41% 122,607 $55.42
Q3 2022 +28,420 New Buy 28,420 $53.48
Q4 2021 -6,123 Sold Out 0 $0.00
Q3 2021 -13,927 Reduce 69.46% 6,123 $257.39
Q2 2021 +18,953 Add 1727.71% 20,050 $279.55
Q1 2021 +29 Add 2.72% 1,097 $202.37
Q4 2020 -33 Reduce 3.00% 1,068 $221.91
Q3 2020 +1,101 New Buy 1,101 $215.26
Q2 2020 -8,816 Sold Out 0 $0.00
Q1 2020 -1,065 Reduce 10.78% 8,816 $92.45
Q4 2019 +9,881 New Buy 9,881 $74.08

Joel Greenblatt's DocuSign Investment FAQs

Joel Greenblatt first purchased DocuSign, Inc. (DOCU) in Q4 2019, acquiring 9,881 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held DocuSign, Inc. (DOCU) for 23 quarters since Q4 2019.

Joel Greenblatt's largest addition to DocuSign, Inc. (DOCU) was in Q4 2023, adding 118,942 shares worth $7.07 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 175,021 shares of DocuSign, Inc. (DOCU), valued at approximately $11.97 M.

As of the Q4 2025 filing, DocuSign, Inc. (DOCU) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in DocuSign, Inc. (DOCU) was 249,004 shares, as reported at the end of Q3 2024.