Venture Visionary Partners’s DocuSign DOCU Stock Holding History

Venture Visionary Partners’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	$478K	Sell	7,123 -478	-6%	-$28.4K	0.01%	480
2026 Q2	$338K	Hold	7,601	–	–	0.01%	542
2026 Q1	$360K	Sell	7,601 -249	-3%	-$12.7K	0.01%	481
2025 Q4	$537K	Buy	+7,850	New	+$543K	0.02%	420
2022 Q3	–	Sell	-129	Closed	-$7.4K	–	747
2022 Q2	$7.4K	Buy	+129	New	+$10.4K	﹤0.01%	1321

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Venture Visionary Partners's DOCU Position: Q3 2026 in Review

Venture Visionary Partners reduced its DocuSign (DOCU) stake by 6.3% in Q3 2026, selling an estimated $28.4K and leaving 7,123 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #480.

Venture Visionary Partners first reported a position in DOCU in Q2 2022 and has held it in 5 quarters since. The position peaked at $537K in Q4 2025. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Venture Visionary Partners held 7,123 shares of DocuSign worth $478K as of Q3 2026.
Venture Visionary Partners sold 478 DocuSign shares in Q3 2026, an estimated $28.4K.
DocuSign made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #480 holding.
Venture Visionary Partners first reported a position in DocuSign in Q2 2022 and has held it in 5 quarters since.
Venture Visionary Partners's DocuSign position peaked at $537K in Q4 2025.
140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.