Vanguard Group Inc ownership in DOCU / DocuSign, Inc.

DocuSign, Inc.

MX ˙ BMV ˙ US2561631068

Security	MX:DOCU / DocuSign, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	21,399,690 shares
Ownership	10.49%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 21,399,690 shares of DocuSign, Inc. (MX:DOCU). This represents 10.49 percent ownership of the company. In their previous filing dated 2023-06-09 , Vanguard Group Inc had reported owning 20,392,227 shares, indicating an increase of 4.94 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	20,392,227	21,399,690	4.94	10.49	4.07
2023-06-09	2023-06-09	13G/A	19,056,614	20,392,227	7.01	10.08	6.33
2023-02-09	2023-02-09	13G/A	14,391,194	19,056,614	32.42	9.48	30.40
2022-02-09	2022-02-09	13G/A	16,276,093	14,391,194	-11.58	7.27	-16.63
2021-02-10	2021-02-10	13G/A	12,540,039	16,276,093	29.79	8.72	24.93
2020-02-11	2020-02-11	13G		12,540,039		6.98

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	DOCUSIGN	COM	256163106	21,467,635	-157,916	-0.73	1,468,386	-5.81	0.0213
2025-11-07	2025-09-30	13F	DOCUSIGN	COM	256163106	21,625,551	225,525	1.05	1,558,986	-6.47	0.0233
2025-08-11	2025-06-30	13F	DOCUSIGN	COM	256163106	21,400,026	18,071	0.08	1,666,848	-4.23	0.0270
2025-05-09	2025-03-31	13F	DOCUSIGN	COM	256163106	21,381,955	-347,923	-1.60	1,740,491	-10.94	0.0315
2025-02-11	2024-12-31	13F	DOCUSIGN	COM	256163106	21,729,878	-145,952	-0.67	1,954,385	43.89	0.0340
2024-11-13	2024-09-30	13F	DOCUSIGN	COM	256163106	21,875,830	280,840	1.30	1,358,270	17.57	0.0243
2024-08-13	2024-06-30	13F	DOCUSIGN	COM	256163106	21,594,990	186,112	0.87	1,155,332	-9.38	0.0222
2024-05-10	2024-03-31	13F	DOCUSIGN	COM	256163106	21,408,878	9,139	0.04	1,274,899	0.21	0.0253
2024-03-11	2023-12-31	13F/A-1	DOCUSIGN	COM	256163106	21,399,739	417,352	1.99	1,272,214	44.36	0.0278
2024-02-14	2023-12-31	13F	DOCUSIGN	COM	256163106	21,399,734	417,347		1,272,214		0.0278
2023-12-18	2023-09-30	13F/A-1	DOCUSIGN	COM	256163106	20,982,387	482,472	2.35	881,260	-15.86	0.0216
2023-11-14	2023-09-30	13F	DOCUSIGN	COM	256163106	20,982,387	482,472		881,260		0.0216
2023-08-14	2023-06-30	13F	DOCUSIGN	COM	256163106	20,499,915	756,877	3.83	1,047,341	-9.01	0.0248
2023-07-14	2023-03-31	13F/A-1	DOCUSIGN	COM	256163106	19,743,038	686,424	3.60	1,151,019	8.99	0.0293
2023-05-15	2023-03-31	13F	DOCUSIGN	COM	256163106	19,743,038	686,424		1,151,019		0.0293
2023-02-10	2022-12-31	13F	DOCUSIGN	COM	256163106	19,056,614	575,209	3.11	1,056,118	6.87	0.0288
2022-11-14	2022-09-30	13F	DOCUSIGN	COM	256163106	18,481,405	207,808	1.14	988,201	-5.75	0.0291
2022-08-12	2022-06-30	13F	DOCUSIGN	COM	256163106	18,273,597	964,720	5.57	1,048,539	-43.45	0.0295
2022-05-13	2022-03-31	13F	DOCUSIGN	COM	256163106	17,308,877	2,917,683	20.27	1,854,127	-15.41	0.0439
2022-02-14	2021-12-31	13F	DOCUSIGN	COM	256163106	14,391,194	243,926	1.72	2,191,922	-39.81	0.0498
2021-11-12	2021-09-30	13F	DOCUSIGN	COM	256163106	14,147,268	-2,804,526	-16.54	3,641,931	-23.15	0.0905
2021-08-13	2021-06-30	13F	DOCUSIGN	COM	256163106	16,951,794	628,686	3.85	4,739,213	43.41	0.1179
2021-05-14	2021-03-31	13F	DOCUSIGN	COM	256163106	16,323,108	47,015	0.29	3,304,612	-8.67	0.0894
2021-02-12	2020-12-31	13F	DOCUSIGN	COM	256163106	16,276,093	15,788	0.10	3,618,175	3.38	0.1049
2020-11-16	2020-09-30	13F	DOCUSIGN	COM	256163106	16,260,305	306,467	1.92	3,499,868	27.39	0.1158
2020-08-14	2020-06-30	13F	DOCUSIGN	COM	256163106	15,953,838	2,960,349	22.78	2,747,410	128.84	0.0974
2020-05-15	2020-03-31	13F	DOCUSIGN	COM	256163106	12,993,489	453,450	3.62	1,200,600	29.19	0.0512
2020-02-14	2019-12-31	13F	DOCUSIGN	COM	256163106	12,540,039	294,279	2.40	929,343	22.56	0.0317
2019-11-14	2019-09-30	13F	DOCUSIGN	COM	256163106	12,245,760	3,921,420	47.11	758,256	83.24	0.0281
2019-08-14	2019-06-30	13F	DOCUSIGN	COM	256163106	8,324,340	950,343	12.89	413,804	8.25	0.0156
2019-05-15	2019-03-31	13F	DOCUSIGN	COM	256163106	7,373,997	994,714	15.59	382,268	49.51	0.0150
2019-02-14	2018-12-31	13F	DOCUSIGN	COM	256163106	6,379,283	4,456,336	231.75	255,681	152.93	0.0115
2018-12-13	2018-09-30	13F/A-2	DOCUSIGN	COM	256163106	1,922,947	69,428	3.75	101,089	3.00	0.0040
2018-11-23	2018-09-30	13F/A-1	DOCUSIGN	COM	256163106	1,922,947	0		101,089		0.0040
2018-11-14	2018-09-30	13F	DOCUSIGN	COM	256163106	1,922,947	69,428		101,089
2018-08-14	2018-06-30	13F	DOCUSIGN	COM	256163106	1,853,519	1,853,519		98,144		0.0041

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.