Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 922 institutions that hold shares in the stock, with a total of 154 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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
12,086
shares
|
$938,115
0.0% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,083
shares
|
$937,882
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
11,934
shares
|
$926,317
0.0% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11,532
shares
|
$895,113
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
11,510
shares
|
$893,406
0.02% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,411
shares
|
$885,721
0.03% of portfolio
|
Q3 2022
Added 5.11%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
11,335
shares
|
$879,822
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
11,323
shares
|
$878,891
0.03% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
11,112
shares
|
$862,513
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
10,975
shares
|
$851,879
0.03% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,814
shares
|
$839,382
0.01% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
10,703
shares
|
$830,766
0.03% of portfolio
|
Q1 2025
Reduced 67.55%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
10,635
shares
|
$825,488
0.01% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Green Alpha Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
10,502
shares
|
$815,165
1.08% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,435
shares
|
$809,964
0.01% of portfolio
|
Q3 2022
Reduced 71.38%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
10,400
shares
|
$807,248
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,322
shares
|
$801,193
0.0% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,309
shares
|
$800,184
0.02% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
10,241
shares
|
$794,906
0.01% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
10,136
shares
|
$786,756
0.02% of portfolio
|
Q1 2025
Added 71.71%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
10,114
shares
|
$785,048
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
10,020
shares
|
$777,752
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Trellus Management Company, LLC
|
Oct 24, 2023 Q3 2023 |
10,000
shares
|
$776,200
0.6% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
9,905
shares
|
$768,826
0.13% of portfolio
|
Q2 2025
Added 109.14%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
9,876
shares
|
$766,575
0.0% of portfolio
|
Q1 2025
Reduced 8.89%
|