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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

DOCU holding history

DocuSign, Inc. in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overviewAll 13F holders of DOCUFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of DOCU by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−47−100.0%Sold outHolders
Q2 202547$4.00K<0.1%00.0%UnchangedHolders
Q1 202547$4.00K<0.1%+15+46.9%AddedHolders
Q4 202432$3.00K<0.1%−48−60.0%ReducedHolders
Q3 202480$5.00K<0.1%−449−84.9%ReducedHolders
Q2 2024529$28.0K<0.1%00.0%UnchangedHolders
Q1 2024529$32.0K<0.1%00.0%UnchangedHolders
Q4 2023529$31.0K<0.1%+469+781.7%AddedHolders
Q3 202360$3.00K<0.1%+60NewHolders
Q2 20220$00.0%−50−100.0%Sold outHolders
Q1 202250$5.00K<0.1%−140−73.7%ReducedHolders
Q4 2021190$29.0K<0.1%−139−42.2%ReducedHolders
Q3 2021329$84.0K<0.1%+134+68.7%AddedHolders
Q2 2021195$55.0K<0.1%−25−11.4%ReducedHolders
Q1 2021220$44.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.