CAL
DOCU

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return