VIP
DOCU

Vista Investment Partners’s DocuSign DOCU Stock Holding History

Vista Investment 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 		– Sell
-16,902
Closed -$751K – 171
2026
Q2 		$751K Buy
16,902
+4,702
+39% +$220K 0.19% 96
2026
Q1 		$578K Buy
+12,200
New +$624K 0.15% 112

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Vista Investment Partners's DOCU Position: Q3 2026 in Review

Vista Investment Partners sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 16,902 shares — an estimated $751K sold.

Vista Investment Partners first reported a position in DOCU in Q1 2026 and held it in 2 quarters. The position peaked at $751K in Q2 2026. 25 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Vista Investment Partners reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
  • Vista Investment Partners sold 16,902 DocuSign shares in Q3 2026, an estimated $751K.
  • Vista Investment Partners first reported a position in DocuSign in Q1 2026 and held it in 2 quarters.
  • Vista Investment Partners's DocuSign position peaked at $751K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.