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
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 $5.72T AUM 30.48% 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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CapWealth Advisors's DOCU Position: Q1 2026 in Review

CapWealth Advisors increased its DocuSign (DOCU) stake by 11% in Q1 2026, buying an estimated $594K and bringing the position to 113,664 shares worth $5.39M. The position accounts for 0.4% of the portfolio, ranked #57.

CapWealth Advisors first reported a position in DOCU in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.98M in Q4 2025. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • CapWealth Advisors held 113,664 shares of DocuSign worth $5.39M as of Q1 2026.
  • CapWealth Advisors bought 11,619 DocuSign shares in Q1 2026, an estimated $594K.
  • DocuSign made up 0.4% of CapWealth Advisors's portfolio in Q1 2026, its #57 holding.
  • CapWealth Advisors first reported a position in DocuSign in Q2 2025 and has held it in 4 quarters since.
  • CapWealth Advisors's DocuSign position peaked at $6.98M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.