Sequoia Financial Advisors, LLC DGII — DIGI INTL INC

Ownership history in Sequoia Financial Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported DIGI INTL INC (DGII) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows DGII at 0.01% 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 DGII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in DIGI INTL 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
2026 Q2

DGII was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

DGII stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held DGII — position size vs. price
% of Fund (quarterly)    DGII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 24,621 +8 +0.0% 0.01% $1.8M 2026-07-17 $63.92
2026 Q1 ADDED — — — 24,613 +3 +0.0% 0.01% $1.2M 2026-04-30 $56.04
2025 Q4 ADDED — — — 24,610 +4 +0.0% 0.01% $1.1M 2026-02-03 $44.90
2025 Q3 REDUCED 5.9% +21.4% ❌ 24,606 -1,552 -5.9% 0.01% $897K 2025-10-29 $38.14
2025 Q2 ADDED — — — 26,158 +8 +0.0% 0.01% $912K 2025-07-25 $33.54
2025 Q1 ADDED — — — 26,150 +14,587 +126.2% 0.01% $728K 2025-04-23 $26.83
2024 Q4 INITIATED — — — 11,563 — — 0.00% $350K 2025-02-07 $35.11

🏢 Other funds also holding DGII

As of 2026 Q2 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 0.17% Hennion & Walsh Asset Management, Inc. 3Y 0.13% Net Worth Advisory Group 0.07% Hilltop National Bank 0.06% Annex Advisory Services, LLC 3Y 7Y 0.05% AEGON ASSET MANAGEMENT UK PLC 3Y 7Y 0.03% FIRST CITIZENS BANK & TRUST CO 3Y 7Y 0.02% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% GAMMA Investing LLC 0.01% Crossmark Global Holdings, Inc. 3Y 7Y 0.0%

FAQ About Sequoia Financial Advisors, LLC and DGII

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

How long has Sequoia Financial Advisors, LLC reported owning DGII?

Sequoia Financial Advisors, LLC reported DGII across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DGII position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for DGII was 0.01% in 2026 Q2.

What is the latest reported DGII position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 24,621 shares, equal to 0.01% of portfolio, with an estimated market value of $1.8M.

What does the chart on this DGII ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly DGII 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.

How well did Sequoia Financial Advisors, LLC time their DGII position?

Based on 13F filing dates vs. subsequent DGII price moves, Sequoia Financial Advisors, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on DGII relative to SPY over the holding period was +29.3%.

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