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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,435
shares
|
$752,259
0.01% of portfolio
|
Q3 2022
Reduced 71.38%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
10,347
shares
|
$745,915
0.06% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,198
shares
|
$735,173
0.01% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
10,197
shares
|
$735,101
0.1% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
10,117
shares
|
$729,334
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Trellus Management Company, LLC
|
Oct 24, 2023 Q3 2023 |
10,000
shares
|
$720,900
0.6% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
9,981
shares
|
$719,530
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Green Alpha Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
9,909
shares
|
$714,339
0.88% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
9,905
shares
|
$714,051
0.13% of portfolio
|
Q2 2025
Added 109.14%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
9,842
shares
|
$709,509
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
9,831
shares
|
$708,716
0.02% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
9,755
shares
|
$703,237
0.3% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
9,624
shares
|
$693,794
0.55% of portfolio
|
Q2 2025
Reduced 28.76%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
9,500
shares
|
$684,855
0.02% of portfolio
|
Q4 2024
Added 216.67%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,500
shares
|
$684,855
0.0% of portfolio
|
Q2 2025
Reduced 96.92%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
9,496
shares
|
$684,566
0.02% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
9,478
shares
|
$683,269
0.0% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,432
shares
|
$679,952
0.01% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,380
shares
|
$676,204
0.02% of portfolio
|
Q1 2025
Added 56.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,309
shares
|
$671,085
0.01% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
9,296
shares
|
$670,148
0.0% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
9,119
shares
|
$657,388
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,114
shares
|
$657,028
0.02% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
9,108
shares
|
$656,595
0.07% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,053
shares
|
$652,630
0.02% of portfolio
|
Q3 2023
Reduced 0.17%
|