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

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.