James T. Borello
DOCU icon

James T. Borello’s DocuSign DOCU Stock Holding History

James T. Borello’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 		$4.36K Hold
65
– – ﹤0.01% 812
2026
Q2 		$2.89K Buy
65
+53
+442% +$2.48K ﹤0.01% 891
2026
Q1 		$569 Buy
12
+4
+50% +$205 ﹤0.01% 1040
2025
Q4 		$547 Sell
8
-51
-86% -$3.53K ﹤0.01% 936
2025
Q3 		$4.25K Buy
+59
New +$4.55K ﹤0.01% 503

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
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

James T. Borello's DOCU Position: Q3 2026 in Review

James T. Borello held its DocuSign (DOCU) position steady in Q3 2026 at 65 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

James T. Borello first reported a position in DOCU in Q3 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • James T. Borello held 65 shares of DocuSign worth $4.36K as of Q3 2026.
  • James T. Borello left its DocuSign share count unchanged in Q3 2026.
  • DocuSign made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #812 holding.
  • James T. Borello first reported a position in DocuSign in Q3 2025 and has held it in 5 quarters since.
  • 229 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.