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Disclosery

MAI Capital Management: DOCU position timeline

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

MAI Capital Management held 14,653 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,653 shares
    Change vs previous 13F +7,163 shares

    <0.01% of the 13F portfolio, value $650,865.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,490 shares
    Change vs previous 13F -3,571 shares

    <0.01% of the 13F portfolio, value $355,078.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 11,061 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $756,539.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,996 shares
    Change vs previous 13F -281 shares

    <0.01% of the 13F portfolio, value $792,695.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,277 shares
    Change vs previous 13F +165 shares

    0.01% of the 13F portfolio, value $878,358.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,112 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $904,550.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,109 shares
    Change vs previous 13F +148 shares

    0.01% of the 13F portfolio, value $999,180.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,961 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $680,593.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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