Fedenia Advisers
DOCU icon

Fedenia Advisers’s DocuSign DOCU Stock Holding History

Fedenia Advisers’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 		– Sell
-75
Closed -$3.33K – 206
2026
Q2 		$3.33K Buy
+75
New +$3.52K ﹤0.01% 411
2025
Q1 		– Sell
-87
Closed -$7.82K – 189
2024
Q4 		$7.82K Buy
+87
New +$6.95K ﹤0.01% 361

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shearwater Capital
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Fedenia Advisers's DOCU Position: Q3 2026 in Review

Fedenia Advisers sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 75 shares — an estimated $3.33K sold.

Fedenia Advisers first reported a position in DOCU in Q4 2024 and held it in 2 quarters. The position peaked at $7.82K in Q4 2024. 136 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Fedenia Advisers reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
  • Fedenia Advisers sold 75 DocuSign shares in Q3 2026, an estimated $3.33K.
  • Fedenia Advisers first reported a position in DocuSign in Q4 2024 and held it in 2 quarters.
  • Fedenia Advisers's DocuSign position peaked at $7.82K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.