Position in DOCU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,760,296
+$371,486 QoQ
Shares Held
129,678
+14.1% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#112
of 669 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CapWealth Advisors, LLC holds $5,760,296 across 1 Software - Application name. DOCU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
This page
|
129,678 | $5,760,296 |
All Filings in DOCU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,760,296 | 129,678 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,388,810 | 113,664 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,979,878 | 102,045 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,793,440 | 80,364 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $6,062,412 | 77,833 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||