MAM
DOCU

Marquette Asset Management’s DocuSign DOCU Stock Holding History

Marquette Asset Management’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 		$8.39K Hold
125
– – ﹤0.01% 288
2026
Q2 		$5.55K Sell
125
-120
-49% -$5.63K ﹤0.01% 414
2026
Q1 		$11.6K Buy
245
+136
+125% +$6.96K ﹤0.01% 223
2025
Q4 		$7.46K Buy
109
+63
+137% +$4.36K ﹤0.01% 265
2025
Q3 		$3.32K Buy
+46
New +$3.54K ﹤0.01% 411
2022
Q2 		– Sell
-5
Closed -$1K – 332
2022
Q1 		$1K Buy
+5
New +$574 ﹤0.01% 293

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

Marquette Asset Management's DOCU Position: Q3 2026 in Review

Marquette Asset Management held its DocuSign (DOCU) position steady in Q3 2026 at 125 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Marquette Asset Management first reported a position in DOCU in Q1 2022 and has held it in 6 quarters since. The position peaked at $11.6K in Q1 2026. 25 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Marquette Asset Management held 125 shares of DocuSign worth $8.39K as of Q3 2026.
  • Marquette Asset Management left its DocuSign share count unchanged in Q3 2026.
  • DocuSign made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #288 holding.
  • Marquette Asset Management first reported a position in DocuSign in Q1 2022 and has held it in 6 quarters since.
  • Marquette Asset Management's DocuSign position peaked at $11.6K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.