Skip to content
Disclosery

CX Institutional: DOCU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on DOCU, newest first. How the timeline and the estimate are built.

CX Institutional held 1,645 DOCU shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,645 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $110,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,637 shares
    Change vs previous 13F +1,143 shares

    <0.01% of the 13F portfolio, value $73,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 494 shares
    Change vs previous 13F +494 shares

    <0.01% of the 13F portfolio, value $23,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -596 shares

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 596 shares
    Change vs previous 13F +586 shares

    <0.01% of the 13F portfolio, value $43,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 10 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).