CIA
DOCU

Cape Investment Advisory’s DocuSign DOCU Stock Holding History

Cape Investment Advisory’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.66K Buy
+105
New +$4.92K ﹤0.01% 1046
2026
Q1 		– Sell
-101
Closed -$6.91K – 450
2025
Q4 		$6.91K Buy
101
+60
+146% +$4.15K ﹤0.01% 833
2025
Q3 		$2.96K Sell
41
-151
-79% -$11.6K ﹤0.01% 621
2025
Q2 		$15K Buy
+192
New +$15.5K 0.01% 566

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cape Investment Advisory's DOCU Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in DocuSign (DOCU) in Q2 2026: 105 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DOCU as recently as Q4 2025.

Cape Investment Advisory first reported a position in DOCU in Q2 2025 and has held it in 4 quarters since. The position peaked at $15K in Q2 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Cape Investment Advisory held 105 shares of DocuSign worth $4.66K as of Q2 2026.
  • DocuSign was a new Cape Investment Advisory position in Q2 2026.
  • DocuSign made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1046 holding.
  • Cape Investment Advisory first reported a position in DocuSign in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's DocuSign position peaked at $15K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.