DOCU

Docusign Inc

2 super-investor ownerscombined $39Mlargest position <0.1%

1 EXIT

2 super-investors hold DOCU worth a combined $39M. The largest position: Joel Greenblatt at 0.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 16 — ranked #696 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own DOCU

Interest in DOCU within this cohort has effectively collapsed. Stanley Druckenmiller exited his position entirely in 2026Q1, leaving only Joel Greenblatt and Richard Pzena with residual holdings — neither of which registers as a meaningful portfolio allocation (both round to 0.0%). Greenblatt's position carries a market value of roughly $39M while Pzena's stake is a negligible $214K. The eight-quarter owner count tells the story clearly: after briefly peaking at two holders, the cohort is on a trajectory back to zero. With no new positions, no adds, and one exit this quarter, the signal from this group is one of fading rather than building conviction.

AI-synthesized from 13F filings. Not investment advice.