Valley National Advisers’s DocuSign DOCU Stock Holding History

Valley National Advisers’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 Q2	$2.8K	Sell	63 -24	-28%	-$1.13K	﹤0.01%	766
2026 Q1	$4K	Hold	87	–	–	﹤0.01%	701
2025 Q4	$5K	Hold	87	–	–	﹤0.01%	684
2025 Q3	$6K	Hold	87	–	–	﹤0.01%	629
2025 Q2	$6K	Hold	87	–	–	﹤0.01%	631
2025 Q1	$7K	Hold	87	–	–	﹤0.01%	607
2024 Q4	$7K	Buy	87 +24	+38%	+$1.92K	﹤0.01%	588
2024 Q3	$3K	Sell	63 -45	-42%	-$2.52K	﹤0.01%	624
2024 Q2	$5K	Sell	108 -10	-8%	-$564	﹤0.01%	747
2024 Q1	$7K	Buy	118 +20	+20%	+$1.13K	﹤0.01%	713
2023 Q4	$5K	Buy	98 +35	+56%	+$1.6K	﹤0.01%	779
2023 Q3	$3K	Sell	63 -947	-94%	-$46.4K	﹤0.01%	760
2023 Q2	$52K	Sell	1,010 -44	-4%	-$2.33K	0.01%	385
2023 Q1	$53K	Buy	+1,054	New	+$62.9K	0.01%	374
2022 Q4	–	Sell	-620	Closed	-$30K	–	875
2022 Q3	$30K	Hold	620	–	–	0.01%	444
2022 Q2	$42K	Hold	620	–	–	0.01%	371
2022 Q1	$66K	Buy	+620	New	+$71.2K	0.01%	331
2021 Q2	–	Sell	-5	Closed	-$1K	–	901
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	786
2020 Q4	$1K	Buy	+5	New	+$1.12K	﹤0.01%	735

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Valley National Advisers's DOCU Position: Q2 2026 in Review

Valley National Advisers reduced its DocuSign (DOCU) stake by 28% in Q2 2026, selling an estimated $1.13K and leaving 63 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Valley National Advisers first reported a position in DOCU in Q4 2020 and has held it in 19 quarters since. The position peaked at $66K in Q1 2022. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Valley National Advisers held 63 shares of DocuSign worth $2.8K as of Q2 2026.
Valley National Advisers sold 24 DocuSign shares in Q2 2026, an estimated $1.13K.
DocuSign made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #766 holding.
Valley National Advisers first reported a position in DocuSign in Q4 2020 and has held it in 19 quarters since.
Valley National Advisers's DocuSign position peaked at $66K in Q1 2022.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.