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CapWealth Advisors, LLC → DOCU
CapWealth Advisors, LLC DOCU Position History
DocuSign, Inc. • Technology
Quarters held
8
Latest value
$10.3M
Q3 2026
Peak value
$10.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.8M |
| Q3 2025 | $5.8M |
| Q3 2025 | $5.8M |
| Q4 2025 | $7M |
| Q4 2025 | $7M |
| Q1 2026 | $5.4M |
| Q2 2026 | $5.8M |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 154.0K | — | — |
| Q2 2026 | $5.8M | 129.7K | — | — |
| Q1 2026 | $5.4M | 113.7K | — | — |
| Q4 2025 | $7M | 102.0K | — | — |
| Q4 2025 | $7M | 102.0K | — | — |
| Q3 2025 | $5.8M | 80.4K | — | — |
| Q3 2025 | $5.8M | 80.4K | — | — |
| Q3 2025 | $5.8M | 80.4K | — | — |
Other funds holding DOCU
$396.7M
$323.7M
$279.1M
$279.1M
$273.8M
$263.9M