EWP
DOCU

Elevation Wealth Partners’s DocuSign DOCU Stock Holding History

Elevation Wealth Partners’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.8K Buy
876
+364
+71% +$21.6K 0.02% 340
2026
Q2 		$22.7K Buy
512
+209
+69% +$9.8K 0.01% 548
2026
Q1 		$14.4K Buy
303
+188
+163% +$9.62K 0.01% 442
2025
Q4 		$7.87K Buy
115
+17
+17% +$1.18K ﹤0.01% 529
2025
Q3 		$7.07K Buy
98
+26
+36% +$2K ﹤0.01% 430
2025
Q2 		$5.61K Hold
72
– – ﹤0.01% 396
2025
Q1 		$5.86K Hold
72
– – ﹤0.01% 395
2024
Q4 		$6.48K Hold
72
– – ﹤0.01% 397
2024
Q3 		$4.47K Hold
72
– – ﹤0.01% 395
2024
Q2 		$3.85K Hold
72
– – ﹤0.01% 401
2024
Q1 		$4.29K Hold
72
– – ﹤0.01% 394
2023
Q4 		$3.02K Hold
72
– – ﹤0.01% 386
2023
Q3 		$3.02K Hold
72
– – ﹤0.01% 288
2023
Q2 		$3.68K Hold
72
– – ﹤0.01% 291
2023
Q1 		$4.2K Buy
+72
New +$4.29K ﹤0.01% 292

Other funds holding DOCU

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's DOCU Position: Q3 2026 in Review

Elevation Wealth Partners increased its DocuSign (DOCU) stake by 71% in Q3 2026, buying an estimated $21.6K and bringing the position to 876 shares worth $58.8K. The position accounts for 0.02% of the portfolio, ranked #340.

Elevation Wealth Partners first reported a position in DOCU in Q1 2023 and has held it in 15 quarters since. 25 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Elevation Wealth Partners held 876 shares of DocuSign worth $58.8K as of Q3 2026.
  • Elevation Wealth Partners bought 364 DocuSign shares in Q3 2026, an estimated $21.6K.
  • DocuSign made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #340 holding.
  • Elevation Wealth Partners first reported a position in DocuSign in Q1 2023 and has held it in 15 quarters since.
  • 25 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.