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
-11,700
Closed -$555K – 1720
2026
Q1 		$555K Buy
+11,700
New +$599K ﹤0.01% 1097
2022
Q4 		– Sell
-10,000
Closed -$535K – 1551
2022
Q3 		$535K Buy
+10,000
New +$627K ﹤0.01% 1232
2021
Q4 		– Sell
-1,900
Closed -$489K – 1897
2021
Q3 		$489K Buy
+1,900
New +$547K ﹤0.01% 1556
2021
Q2 		– Sell
-2,900
Closed -$587K – 1750
2021
Q1 		$587K Sell
2,900
-13,800
-83% -$3.2M ﹤0.01% 1242
2020
Q4 		$3.71M Sell
16,700
-36,500
-69% -$8.2M 0.01% 688
2020
Q3 		$11.5M Buy
+53,200
New +$11M 0.06% 287

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.