DOCU β€” DOCUSIGN INC

Ownership history in Valtrion Capital Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Valtrion Capital Management, LLC reported DOCUSIGN INC (DOCU) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.3% in 2025 Q1. The latest visible filing shows DOCU at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOCU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valtrion Capital Management, LLC's position in DOCUSIGN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DOCU was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Valtrion Capital Management, LLC held DOCU β€” position size vs. price
% of Fund (quarterly)    DOCU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,884 β€” 0% 0.27% $225K 2025-11-13 $67.01
2025 Q2 ADDED 2,884 +327 +12.8% 0.27% $225K 2025-08-12 $68.02
2025 Q1 INITIATED 2,557 β€” β€” 0.30% $230K 2025-06-20 $75.13

FAQ About Valtrion Capital Management, LLC and DOCU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Valtrion Capital Management, LLC reported owning DOCU?

Valtrion Capital Management, LLC reported DOCU across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported DOCU position in Valtrion Capital Management, LLC's portfolio?

The largest reported portfolio weight for DOCU was 0.30% in 2025 Q1.

What is the latest reported DOCU position on this page?

The most recent filing on this page is 2025 Q3, when Valtrion Capital Management, LLC reported 2,884 shares, equal to 0.27% of portfolio, with an estimated market value of $225K.

What does the chart on this DOCU ownership page compare?

The chart compares Valtrion Capital Management, LLC's quarterly DOCU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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