Capital Analysts LLC’s DocuSign DOCU Stock Holding History

Capital Analysts LLC’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
2025 Q3	–	Sell	-47	Closed	-$4K	–	1437
2025 Q2	$4K	Hold	47	–	–	﹤0.01%	1264
2025 Q1	$4K	Buy	47 +15	+47%	+$1.31K	﹤0.01%	1246
2024 Q4	$3K	Sell	32 -48	-60%	-$3.83K	﹤0.01%	1194
2024 Q3	$5K	Sell	80 -449	-85%	-$25.2K	﹤0.01%	1114
2024 Q2	$28K	Hold	529	–	–	﹤0.01%	803
2024 Q1	$32K	Hold	529	–	–	﹤0.01%	746
2023 Q4	$31K	Buy	529 +469	+782%	+$21.5K	﹤0.01%	744
2023 Q3	$3K	Buy	+60	New	+$2.94K	﹤0.01%	1013
2022 Q2	–	Sell	-50	Closed	-$5K	–	1014
2022 Q1	$5K	Sell	50 -140	-74%	-$16.1K	﹤0.01%	817
2021 Q4	$29K	Sell	190 -139	-42%	-$31.7K	﹤0.01%	653
2021 Q3	$84K	Buy	329 +134	+69%	+$38.6K	0.01%	487
2021 Q2	$55K	Sell	195 -25	-11%	-$5.59K	﹤0.01%	546
2021 Q1	$44K	Buy	+220	New	+$51K	﹤0.01%	599
2020 Q4	–	Sell	-12	Closed	-$3K	–	755
2020 Q3	$3K	Buy	+12	New	+$2.49K	﹤0.01%	684

Other funds holding DOCU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital Analysts LLC's DOCU Position: Q3 2025 in Review

Capital Analysts LLC sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 47 shares — an estimated $4K sold.

Capital Analysts LLC first reported a position in DOCU in Q3 2020 and held it in 14 quarters. The position peaked at $84K in Q3 2021. 816 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

Capital Analysts LLC reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 47 DocuSign shares in Q3 2025, an estimated $4K.
Capital Analysts LLC first reported a position in DocuSign in Q3 2020 and held it in 14 quarters.
Capital Analysts LLC's DocuSign position peaked at $84K in Q3 2021.
816 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.