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
2020 Q3	–	Sell	-1,300	Closed	-$224K	–	1727
2020 Q2	$224K	Buy	+1,300	New	+$164K	0.02%	297

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Valeo Financial Advisors's DOCU Position: Q4 2025 in Review

Valeo Financial Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 3,519 shares — an estimated $254K sold.

Valeo Financial Advisors first reported a position in DOCU in Q2 2018 and held it in 25 quarters. The position peaked at $1.07M in Q3 2021. 784 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Valeo Financial Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Valeo Financial Advisors sold 3,519 DocuSign shares in Q4 2025, an estimated $254K.
Valeo Financial Advisors first reported a position in DocuSign in Q2 2018 and held it in 25 quarters.
Valeo Financial Advisors's DocuSign position peaked at $1.07M in Q3 2021.
784 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.