CAPTRUST Financial Advisors
DOCU

CAPTRUST Financial Advisors’s DocuSign DOCU Stock Holding History

CAPTRUST Financial 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 		$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

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

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. 674 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.
  • 674 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.