CA
DOCU

CoreCap Advisors’s DocuSign DOCU Stock Holding History

CoreCap 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 		$43.7K Sell
983
-1
-0.1% -$47 ﹤0.01% 1465
2026
Q1 		$46.7K Sell
984
-43
-4% -$2.2K ﹤0.01% 1336
2025
Q4 		$70.2K Sell
1,027
-37
-3% -$2.56K ﹤0.01% 1168
2025
Q3 		$76.7K Sell
1,064
-444
-29% -$34.2K ﹤0.01% 1140
2025
Q2 		$117K Buy
1,508
+52
+4% +$4.21K ﹤0.01% 930
2025
Q1 		$119K Sell
1,456
-588
-29% -$51.5K 0.01% 845
2024
Q4 		$184K Buy
2,044
+1,086
+113% +$86.7K 0.01% 730
2024
Q3 		$59.5K Buy
+958
New +$53.7K ﹤0.01% 1119
2024
Q2 		– Sell
-1,034
Closed -$61.6K – 1853
2024
Q1 		$61.6K Buy
+1,034
New +$58.4K ﹤0.01% 1037
2022
Q4 		$83.9K Buy
+1,514
New +$73.7K 0.01% 794
2022
Q3 		– Sell
-1,622
Closed -$93K – 916
2022
Q2 		$93K Buy
+1,622
New +$131K 0.01% 714
2022
Q1 		– Sell
-1,887
Closed -$287K – 922
2021
Q4 		$287K Buy
+1,887
New +$430K 0.02% 453

Other funds holding DOCU

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return