CAPTRUST Financial Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.8M | Buy |
40,451
+15,370
| +61% | +$720K | ﹤0.01% | 1375 |
|
|
2026
Q1 | $1.19M | Buy |
25,081
+7,916
| +46% | +$405K | ﹤0.01% | 1511 |
|
|
2025
Q4 | $1.17M | Sell |
17,165
-575
| -3% | -$39.8K | ﹤0.01% | 1398 |
|
|
2025
Q3 | $1.28M | Sell |
17,740
-807
| -4% | -$62.2K | ﹤0.01% | 1296 |
|
|
2025
Q2 | $1.44M | Buy |
18,547
+1,562
| +9% | +$126K | ﹤0.01% | 1138 |
|
|
2025
Q1 | $1.38M | Sell |
16,985
-25,004
| -60% | -$2.19M | ﹤0.01% | 1104 |
|
|
2024
Q4 | $3.78M | Buy |
41,989
+3,402
| +9% | +$272K | 0.01% | 620 |
|
|
2024
Q3 | $2.4M | Buy |
38,587
+18,518
| +92% | +$1.04M | 0.01% | 791 |
|
|
2024
Q2 | $1.07M | Buy |
20,069
+14,655
| +271% | +$827K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $322K | Sell |
5,414
-17,623
| -76% | -$995K | ﹤0.01% | 1736 |
|
|
2023
Q4 | $1.37M | Buy |
23,037
+13,145
| +133% | +$603K | ﹤0.01% | 1089 |
|
|
2023
Q3 | $415K | Buy |
9,892
+2,647
| +37% | +$130K | ﹤0.01% | 1770 |
|
|
2023
Q2 | $370K | Buy |
7,245
+70
| +1% | +$3.71K | ﹤0.01% | 1821 |
|
|
2023
Q1 | $418K | Buy |
7,175
+2,193
| +44% | +$131K | ﹤0.01% | 1502 |
|
|
2022
Q4 | $276K | Sell |
4,982
-5,318
| -52% | -$259K | ﹤0.01% | 1729 |
|
|
2022
Q3 | $551K | Sell |
10,300
-1,965
| -16% | -$123K | ﹤0.01% | 1200 |
|
|
2022
Q2 | $704K | Buy |
12,265
+2,113
| +21% | +$171K | ﹤0.01% | 998 |
|
|
2022
Q1 | $1.09M | Buy |
10,152
+1,065
| +12% | +$122K | 0.01% | 814 |
|
|
2021
Q4 | $1.38M | Buy |
9,087
+1,061
| +13% | +$242K | 0.01% | 682 |
|
|
2021
Q3 | $2.07M | Buy |
8,026
+751
| +10% | +$216K | 0.02% | 518 |
|
|
2021
Q2 | $2.03M | Sell |
7,275
-1,944
| -21% | -$435K | 0.02% | 498 |
|
|
2021
Q1 | $1.87M | Buy |
9,219
+2,775
| +43% | +$644K | 0.02% | 486 |
|
|
2020
Q4 | $1.43M | Buy |
6,444
+2,309
| +56% | +$519K | 0.02% | 483 |
|
|
2020
Q3 | $919K | Sell |
4,135
-609
| -13% | -$126K | 0.02% | 535 |
|
|
2020
Q2 | $849K | Buy |
4,744
+1,670
| +54% | +$210K | 0.01% | 552 |
|
|
2020
Q1 | $283K | Buy |
+3,074
| New | +$247K | 0.01% | 744 |
|
|
2019
Q4 | – | Sell |
-71
| Closed | -$4K | – | 1206 |
|
|
2019
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 1682 |
|
|
2019
Q2 | $4K | Buy |
71
+18
| +34% | +$961 | ﹤0.01% | 1688 |
|
|
2019
Q1 | $3K | Sell |
53
-17
| -24% | -$867 | ﹤0.01% | 1619 |
|
|
2018
Q4 | $3K | Buy |
+70
| New | +$2.94K | ﹤0.01% | 1423 |
|
Other funds holding DOCU
CAPTRUST Financial Advisors's DOCU Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its DocuSign (DOCU) stake by 61% in Q2 2026, buying an estimated $720K and bringing the position to 40,451 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.
CAPTRUST Financial Advisors first reported a position in DOCU in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.78M in Q4 2024. 677 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.
- CAPTRUST Financial Advisors held 40,451 shares of DocuSign worth $1.8M as of Q2 2026.
- CAPTRUST Financial Advisors bought 15,370 DocuSign shares in Q2 2026, an estimated $720K.
- DocuSign made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1375 holding.
- CAPTRUST Financial Advisors first reported a position in DocuSign in Q4 2018 and has held it in 30 quarters since.
- CAPTRUST Financial Advisors's DocuSign position peaked at $3.78M in Q4 2024.
- 677 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.