Joel Greenblatt's DOCU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 204,694 shares of DocuSign, Inc. (DOCU) worth $14.76 M, representing 0.06% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +9,881 | New Buy | 9,881 | $74.08 |
| Q1 2020 | -1,065 | Reduce 10.78% | 8,816 | $92.45 |
| Q2 2020 | -8,816 | Sold Out | 8,816 | $0.00 |
| Q3 2020 | +1,101 | New Buy | 1,101 | $215.26 |
| Q4 2020 | -33 | Reduce 3.00% | 1,068 | $221.91 |
| Q1 2021 | +29 | Add 2.72% | 1,097 | $202.37 |
| Q2 2021 | +18,953 | Add 1727.71% | 20,050 | $279.55 |
| Q3 2021 | -13,927 | Reduce 69.46% | 6,123 | $257.39 |
| Q4 2021 | -6,123 | Sold Out | 6,123 | $0.00 |
| Q3 2022 | +28,420 | New Buy | 28,420 | $53.48 |
| Q4 2022 | +94,187 | Add 331.41% | 122,607 | $55.42 |
| Q1 2023 | -62,637 | Reduce 51.09% | 59,970 | $58.30 |
| Q2 2023 | -8,754 | Reduce 14.60% | 51,216 | $51.09 |
| Q3 2023 | -32,132 | Reduce 62.74% | 19,084 | $42.00 |
| Q4 2023 | +99,858 | Add 523.26% | 118,942 | $59.45 |
| Q1 2024 | -23,084 | Reduce 19.41% | 95,858 | $59.55 |
| Q2 2024 | +62,414 | Add 65.11% | 158,272 | $53.50 |
| Q3 2024 | +90,732 | Add 57.33% | 249,004 | $62.09 |
| Q4 2024 | -60,857 | Reduce 24.44% | 188,147 | $89.94 |
| Q1 2025 | +57,110 | Add 30.35% | 245,257 | $81.40 |
| Q2 2025 | -26,169 | Reduce 10.67% | 219,088 | $77.89 |
| Q3 2025 | -14,394 | Reduce 6.57% | 204,694 | $72.09 |
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 24 quarters since Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to DocuSign, Inc. (DOCU) was in Q4 2023, adding 118,942 shares worth $7.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 204,694 shares of DocuSign, Inc. (DOCU), valued at approximately $14.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, DocuSign, Inc. (DOCU) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in DocuSign, Inc. (DOCU) was 249,004 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.