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	–	1847
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

CoreCap Advisors's DOCU Position: Q2 2026 in Review

CoreCap Advisors reduced its DocuSign (DOCU) stake by 0.1% in Q2 2026, selling an estimated $47 and leaving 983 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

CoreCap Advisors first reported a position in DOCU in Q4 2021 and has held it in 12 quarters since. The position peaked at $287K in Q4 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

CoreCap Advisors held 983 shares of DocuSign worth $43.7K as of Q2 2026.
CoreCap Advisors sold 1 DocuSign share in Q2 2026, an estimated $47.
DocuSign made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1465 holding.
CoreCap Advisors first reported a position in DocuSign in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's DocuSign position peaked at $287K in Q4 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.