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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Investment Advisors's DOCU Position: Q1 2026 in Review

Capstone Investment Advisors increased its DocuSign (DOCU) stake by 99% in Q1 2026, buying an estimated $274K and bringing the position to 10,789 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Capstone Investment Advisors first reported a position in DOCU in Q3 2018 and has held it in 13 quarters since. The position peaked at $2.07M in Q2 2025. 706 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Capstone Investment Advisors held 10,789 shares of DocuSign worth $512K as of Q1 2026.
Capstone Investment Advisors bought 5,364 DocuSign shares in Q1 2026, an estimated $274K.
DocuSign made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1128 holding.
Capstone Investment Advisors first reported a position in DocuSign in Q3 2018 and has held it in 13 quarters since.
Capstone Investment Advisors's DocuSign position peaked at $2.07M in Q2 2025.
706 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.