Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 793 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
10,731
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
10,697
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
10,549
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,513
shares
|
$997,158
0.01% of portfolio
|
Q3 2024
Added 38.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,435
shares
|
$989,759
0.01% of portfolio
|
Q3 2022
Reduced 71.38%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
10,356
shares
|
$982,266
0.19% of portfolio
|
Q3 2024
Added 63.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
10,333
shares
|
$980,085
0.07% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,257
shares
|
$972,876
0.01% of portfolio
|
Q3 2024
Added 22.05%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
10,242
shares
|
$971,453
0.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
10,232
shares
|
$970,505
0.06% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
10,149
shares
|
$962,632
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
10,113
shares
|
$959,218
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
10,071
shares
|
$955,234
0.02% of portfolio
|
Q3 2024
Reduced 24.04%
|
|
|
Trellus Management Company, LLC
|
Oct 24, 2023 Q3 2023 |
10,000
shares
|
$948,500
0.6% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
9,922
shares
|
$941,101
0.0% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,852
shares
|
$934,462
0.0% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,699
shares
|
$919,950
0.0% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
9,495
shares
|
$900,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
9,358
shares
|
$887,606
0.01% of portfolio
|
Q3 2024
Added 24.51%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
9,221
shares
|
$874,611
0.0% of portfolio
|
Q3 2024
Reduced 95.8%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
9,211
shares
|
$873,663
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
9,143
shares
|
$867,213
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
9,108
shares
|
$863,893
0.06% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
9,062
shares
|
$859,530
0.0% of portfolio
|
Q3 2024
Reduced 47.65%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,053
shares
|
$858,677
0.01% of portfolio
|
Q3 2023
Reduced 0.17%
|