Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 913 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
16,093
shares
|
$1.16 Million
0.26% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
15,821
shares
|
$1.14 Million
0.28% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,801
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
15,344
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
15,005
shares
|
$1.08 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
14,982
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 35.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
14,906
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 23.36%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
14,615
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
14,483
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 71.23%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
14,477
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
14,265
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14,166
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2022
Added 28.64%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
13,978
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
13,712
shares
|
$988,498
0.06% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
13,621
shares
|
$981,937
0.21% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
13,557
shares
|
$977,324
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,403
shares
|
$966,222
0.02% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,398
shares
|
$965,861
0.03% of portfolio
|
Q2 2020
Reduced 53.98%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
13,179
shares
|
$950,074
0.86% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
13,140
shares
|
$947,262
0.03% of portfolio
|
Q2 2025
Reduced 30.08%
|
|
|
Railway Pension Investments LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
13,103
shares
|
$944,595
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
13,077
shares
|
$942,720
0.48% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
13,075
shares
|
$942,576
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,989
shares
|
$936,377
0.0% of portfolio
|
Q2 2025
Reduced 43.96%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
12,843
shares
|
$925,851
0.03% of portfolio
|
Q2 2025
Reduced 6.15%
|