VFA
DOCU

Valeo Financial Advisors’s DocuSign DOCU Stock Holding History

Valeo Financial 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 		$279K Buy
+4,157
New +$247K 0.01% 659
2025
Q4 		– Sell
-3,519
Closed -$254K – 857
2025
Q3 		$254K Buy
3,519
+947
+37% +$73K 0.01% 669
2025
Q2 		$200K Sell
2,572
-572
-18% -$46.3K ﹤0.01% 713
2025
Q1 		$256K Buy
3,144
+314
+11% +$27.5K 0.01% 569
2024
Q4 		$255K Buy
+2,830
New +$226K 0.01% 592
2023
Q3 		– Sell
-4,325
Closed -$221K – 652
2023
Q2 		$221K Buy
4,325
+285
+7% +$15.1K 0.01% 516
2023
Q1 		$236K Sell
4,040
-59
-1% -$3.52K 0.01% 508
2022
Q4 		$227K Sell
4,099
-1,360
-25% -$66.2K 0.01% 451
2022
Q3 		$292K Sell
5,459
-840
-13% -$52.7K 0.02% 354
2022
Q2 		$361K Sell
6,299
-64
-1% -$5.18K 0.02% 302
2022
Q1 		$682K Buy
6,363
+186
+3% +$21.3K 0.03% 264
2021
Q4 		$941K Buy
6,177
+2,033
+49% +$463K 0.05% 199
2021
Q3 		$1.07M Buy
4,144
+330
+9% +$95.1K 0.06% 180
2021
Q2 		$1.07M Sell
3,814
-349
-8% -$78K 0.06% 158
2021
Q1 		$843K Buy
4,163
+993
+31% +$230K 0.04% 196
2020
Q4 		$705K Sell
3,170
-489
-13% -$110K 0.04% 195
2020
Q3 		$788K Buy
3,659
+7
+0.2% +$1.45K 0.07% 146
2020
Q2 		$629K Buy
3,652
+422
+13% +$53.2K 0.06% 165
2020
Q1 		$292K Sell
3,230
-181
-5% -$14.6K 0.03% 230
2019
Q4 		$253K Sell
3,411
-50
-1% -$3.44K 0.02% 275
2019
Q3 		$214K Buy
3,461
+50
+1% +$2.62K 0.02% 289
2019
Q2 		$170K Buy
3,411
+111
+3% +$5.93K 0.02% 318
2019
Q1 		$171K Buy
3,300
+335
+11% +$17.1K 0.02% 309
2018
Q4 		$119K Buy
2,965
+175
+6% +$7.35K 0.02% 349
2018
Q3 		$117K Buy
2,790
+2,515
+915% +$143K 0.02% 369
2018
Q2 		$15K Buy
+275
New +$13.9K ﹤0.01% 839

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
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

Valeo Financial Advisors's DOCU Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in DocuSign (DOCU) in Q3 2026: 4,157 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in DOCU as recently as Q3 2025.

Valeo Financial Advisors first reported a position in DOCU in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.07M in Q3 2021. 25 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Valeo Financial Advisors held 4,157 shares of DocuSign worth $279K as of Q3 2026.
  • DocuSign was a new Valeo Financial Advisors position in Q3 2026.
  • DocuSign made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #659 holding.
  • Valeo Financial Advisors first reported a position in DocuSign in Q2 2018 and has held it in 26 quarters since.
  • Valeo Financial Advisors's DocuSign position peaked at $1.07M in Q3 2021.
  • 25 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

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