Capstone Investment Advisors
DOCU

Capstone Investment Advisors’s DocuSign DOCU Stock Holding History

Capstone Investment Advisors’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 		– Sell
-10,789
Closed -$512K – 1719
2026
Q1 		$512K Buy
10,789
+5,364
+99% +$274K ﹤0.01% 1128
2025
Q4 		$371K Buy
5,425
+2,073
+62% +$143K ﹤0.01% 1256
2025
Q3 		$242K Sell
3,352
-23,176
-87% -$1.79M ﹤0.01% 1732
2025
Q2 		$2.07M Buy
+26,528
New +$2.15M 0.01% 632
2024
Q3 		– Sell
-8,879
Closed -$475K – 1983
2024
Q2 		$475K Sell
8,879
-13,652
-61% -$770K ﹤0.01% 1340
2024
Q1 		$1.34M Buy
22,531
+7,327
+48% +$414K ﹤0.01% 985
2023
Q4 		$904K Buy
+15,204
New +$697K ﹤0.01% 1088
2022
Q2 		– Sell
-1,939
Closed -$208K – 1892
2022
Q1 		$208K Sell
1,939
-881
-31% -$101K ﹤0.01% 1677
2021
Q4 		$430K Buy
2,820
+1,799
+176% +$410K ﹤0.01% 1493
2021
Q3 		$263K Buy
+1,021
New +$294K ﹤0.01% 1649
2021
Q2 		– Sell
-960
Closed -$194K – 1749
2021
Q1 		$194K Buy
+960
New +$223K ﹤0.01% 1446
2020
Q4 		– Sell
-6,886
Closed -$1.55M – 1685
2020
Q3 		$1.48M Buy
+6,886
New +$1.43M 0.01% 908
2018
Q4 		– Sell
-36,400
Closed -$1.91M – 1266
2018
Q3 		$1.91M Buy
+36,400
New +$2.06M 0.02% 450

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's DOCU Position: Q2 2026 in Review

Capstone Investment Advisors sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 10,789 shares — an estimated $512K sold.

Capstone Investment Advisors first reported a position in DOCU in Q3 2018 and held it in 13 quarters. The position peaked at $2.07M in Q2 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Capstone Investment Advisors reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,789 DocuSign shares in Q2 2026, an estimated $512K.
  • Capstone Investment Advisors first reported a position in DocuSign in Q3 2018 and held it in 13 quarters.
  • Capstone Investment Advisors's DocuSign position peaked at $2.07M in Q2 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.