FFA
DOCU

Farther Finance Advisors’s DocuSign DOCU Stock Holding History

Farther Finance Advisors’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 		$1.06M Buy
15,841
+4,060
+34% +$241K 0.01% 1095
2026
Q2 		$525K Buy
11,781
+1,637
+16% +$76.7K ﹤0.01% 1530
2026
Q1 		$489K Buy
10,144
+460
+5% +$23.5K ﹤0.01% 1414
2025
Q4 		$662K Buy
9,684
+768
+9% +$53.1K 0.01% 1140
2025
Q3 		$643K Buy
8,916
+827
+10% +$63.7K 0.01% 946
2025
Q2 		$630K Buy
8,089
+3,262
+68% +$264K 0.01% 801
2025
Q1 		$399K Buy
4,827
+3,312
+219% +$290K 0.01% 888
2024
Q4 		$136K Sell
1,515
-2,805
-65% -$224K ﹤0.01% 1176
2024
Q3 		$268K Buy
4,320
+1,271
+42% +$71.2K 0.01% 878
2024
Q2 		$168K Sell
3,049
-134
-4% -$7.56K 0.01% 917
2024
Q1 		$185K Sell
3,183
-38
-1% -$2.15K 0.01% 714
2023
Q4 		$191K Buy
3,221
+2,039
+173% +$93.5K 0.01% 563
2023
Q3 		$49.6K Buy
1,182
+518
+78% +$25.4K 0.01% 773
2023
Q2 		$33.9K Buy
664
+419
+171% +$22.2K 0.01% 802
2023
Q1 		$14.3K Buy
245
+7
+3% +$418 ﹤0.01% 997
2022
Q4 		$13.2K Buy
+238
New +$11.6K 0.01% 861

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's DOCU Position: Q3 2026 in Review

Farther Finance Advisors increased its DocuSign (DOCU) stake by 34% in Q3 2026, buying an estimated $241K and bringing the position to 15,841 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1095.

Farther Finance Advisors first reported a position in DOCU in Q4 2022 and has held it in 16 quarters since. 25 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Farther Finance Advisors held 15,841 shares of DocuSign worth $1.06M as of Q3 2026.
  • Farther Finance Advisors bought 4,060 DocuSign shares in Q3 2026, an estimated $241K.
  • DocuSign made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1095 holding.
  • Farther Finance Advisors first reported a position in DocuSign in Q4 2022 and has held it in 16 quarters since.
  • 25 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.