Riversedge Advisors’s DocuSign DOCU Stock Holding History

Riversedge 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	$348K	Buy	5,182 +225	+5%	+$13.4K	0.04%	210
2026 Q2	$220K	Buy	+4,957	New	+$232K	0.03%	289
2021 Q4	–	Sell	-825	Closed	-$212K	–	65
2021 Q3	$212K	Buy	+825	New	+$238K	0.07%	63
2021 Q1	–	Sell	-2,951	Closed	-$656K	–	47
2020 Q4	$656K	Buy	2,951 +47	+2%	+$10.6K	0.3%	28
2020 Q3	$625K	Buy	2,904 +129	+5%	+$26.8K	0.33%	28
2020 Q2	$478K	Buy	+2,775	New	+$350K	0.28%	31

Other funds holding DOCU

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

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

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

Riversedge Advisors's DOCU Position: Q3 2026 in Review

Riversedge Advisors increased its DocuSign (DOCU) stake by 4.5% in Q3 2026, buying an estimated $13.4K and bringing the position to 5,182 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #210.

Riversedge Advisors first reported a position in DOCU in Q2 2020 and has held it in 6 quarters since. The position peaked at $656K in Q4 2020. 25 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Riversedge Advisors held 5,182 shares of DocuSign worth $348K as of Q3 2026.
Riversedge Advisors bought 225 DocuSign shares in Q3 2026, an estimated $13.4K.
DocuSign made up 0.04% of Riversedge Advisors's portfolio in Q3 2026, its #210 holding.
Riversedge Advisors first reported a position in DocuSign in Q2 2020 and has held it in 6 quarters since.
Riversedge Advisors's DocuSign position peaked at $656K in Q4 2020.
25 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.