CA
DOCU

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
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

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

CapWealth Advisors's DOCU Position: Q2 2026 in Review

CapWealth Advisors increased its DocuSign (DOCU) stake by 14% in Q2 2026, buying an estimated $751K and bringing the position to 129,678 shares worth $5.76M. The position accounts for 0.4% of the portfolio, ranked #55.

CapWealth Advisors first reported a position in DOCU in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.98M in Q4 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • CapWealth Advisors held 129,678 shares of DocuSign worth $5.76M as of Q2 2026.
  • CapWealth Advisors bought 16,014 DocuSign shares in Q2 2026, an estimated $751K.
  • DocuSign made up 0.4% of CapWealth Advisors's portfolio in Q2 2026, its #55 holding.
  • CapWealth Advisors first reported a position in DocuSign in Q2 2025 and has held it in 5 quarters since.
  • CapWealth Advisors's DocuSign position peaked at $6.98M in Q4 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.