CapWealth Advisors
DOCU icon

CapWealth Advisors’s DocuSign DOCU Stock Holding History

CapWealth 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
Q3 		$10.3M Buy
154,028
+24,350
+19% +$1.45M 0.78% 47
2026
Q2 		$5.76M Buy
129,678
+16,014
+14% +$751K 0.4% 55
2026
Q1 		$5.39M Buy
113,664
+11,619
+11% +$594K 0.4% 57
2025
Q4 		$6.98M Buy
102,045
+21,681
+27% +$1.5M 0.48% 55
2025
Q3 		$5.79M Buy
80,364
+2,531
+3% +$195K 0.4% 58
2025
Q2 		$6.06M Buy
+77,833
New +$6.3M 0.6% 48

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shearwater Capital
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

CapWealth Advisors's DOCU Position: Q3 2026 in Review

CapWealth Advisors increased its DocuSign (DOCU) stake by 19% in Q3 2026, buying an estimated $1.45M and bringing the position to 154,028 shares worth $10.3M. The position accounts for 0.78% of the portfolio, ranked #47.

CapWealth Advisors first reported a position in DOCU in Q2 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • CapWealth Advisors held 154,028 shares of DocuSign worth $10.3M as of Q3 2026.
  • CapWealth Advisors bought 24,350 DocuSign shares in Q3 2026, an estimated $1.45M.
  • DocuSign made up 0.78% of CapWealth Advisors's portfolio in Q3 2026, its #47 holding.
  • CapWealth Advisors first reported a position in DocuSign in Q2 2025 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.