Capital Advisors Ltd’s DocuSign DOCU Stock Holding History

Capital Advisors Ltd’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	$1K	Sell	16 -8	-33%	-$375	﹤0.01%	1210
2026 Q1	$1K	Buy	24 +3	+14%	+$153	﹤0.01%	1190
2025 Q4	$1K	Sell	21 -542	-96%	-$37.5K	﹤0.01%	1170
2025 Q3	$41K	Hold	563	–	–	﹤0.01%	520
2025 Q2	$44K	Hold	563	–	–	0.01%	495
2025 Q1	$46K	Hold	563	–	–	0.01%	470
2024 Q4	$51K	Hold	563	–	–	0.01%	447
2024 Q3	$35K	Buy	563 +5	+0.9%	+$280	﹤0.01%	516
2024 Q2	$30K	Hold	558	–	–	﹤0.01%	532
2024 Q1	$33K	Hold	558	–	–	﹤0.01%	505
2023 Q4	$33K	Hold	558	–	–	﹤0.01%	485
2023 Q3	$23K	Hold	558	–	–	﹤0.01%	525
2023 Q2	$29K	Sell	558 -8	-1%	-$424	﹤0.01%	507
2023 Q1	$33K	Buy	566 +295	+109%	+$17.6K	0.01%	412
2022 Q4	$1K	Sell	271 -410	-60%	-$20K	﹤0.01%	976
2022 Q3	$36K	Buy	681 +20	+3%	+$1.25K	0.01%	394
2022 Q2	$38K	Sell	661 -19	-3%	-$1.54K	0.01%	383
2022 Q1	$73K	Sell	680 -4	-0.6%	-$459	0.01%	339
2021 Q4	$104K	Buy	+684	New	+$156K	0.02%	293

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital Advisors Ltd's DOCU Position: Q2 2026 in Review

Capital Advisors Ltd reduced its DocuSign (DOCU) stake by 33% in Q2 2026, selling an estimated $375 and leaving 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Capital Advisors Ltd first reported a position in DOCU in Q4 2021 and has held it in 19 quarters since. The position peaked at $104K in Q4 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Capital Advisors Ltd held 16 shares of DocuSign worth $1K as of Q2 2026.
Capital Advisors Ltd sold 8 DocuSign shares in Q2 2026, an estimated $375.
DocuSign made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1210 holding.
Capital Advisors Ltd first reported a position in DocuSign in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's DocuSign position peaked at $104K in Q4 2021.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.