CG
DOCU

Caprock Group’s DocuSign DOCU Stock Holding History

Caprock Group’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 		$300K Sell
6,750
-18,170
-73% -$852K 0.01% 1035
2026
Q1 		$1.18M Sell
24,920
-7,751
-24% -$397K 0.03% 496
2025
Q4 		$2.23M Buy
32,671
+19,185
+142% +$1.33M 0.05% 345
2025
Q3 		$1.03M Buy
+13,486
New +$1.04M 0.03% 563
2025
Q1 		$764K Buy
9,380
+3,391
+57% +$297K 0.02% 557
2024
Q4 		$539K Buy
5,989
+844
+16% +$67.4K 0.02% 599
2024
Q3 		$319K Buy
+5,145
New +$288K 0.01% 709
2022
Q2 		– Sell
-4,523
Closed -$485K – 573
2022
Q1 		$485K Buy
4,523
+1,740
+63% +$200K 0.05% 298
2021
Q4 		$424K Buy
2,783
+775
+39% +$177K 0.04% 330
2021
Q3 		$517K Buy
2,008
+136
+7% +$39.2K 0.05% 250
2021
Q2 		$523K Buy
1,872
+142
+8% +$31.8K 0.05% 250
2021
Q1 		$350K Buy
1,730
+315
+22% +$73K 0.04% 296
2020
Q4 		$315K Buy
1,415
+254
+22% +$57.1K 0.04% 314
2020
Q3 		$250K Sell
1,161
-1,193
-51% -$248K 0.03% 325
2020
Q2 		$405K Buy
+2,354
New +$297K 0.06% 227

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

Caprock Group's DOCU Position: Q2 2026 in Review

Caprock Group reduced its DocuSign (DOCU) stake by 73% in Q2 2026, selling an estimated $852K and leaving 6,750 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1035.

Caprock Group first reported a position in DOCU in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.23M in Q4 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Caprock Group held 6,750 shares of DocuSign worth $300K as of Q2 2026.
  • Caprock Group sold 18,170 DocuSign shares in Q2 2026, an estimated $852K.
  • DocuSign made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1035 holding.
  • Caprock Group first reported a position in DocuSign in Q2 2020 and has held it in 15 quarters since.
  • Caprock Group's DocuSign position peaked at $2.23M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.