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 |
|---|---|---|---|---|---|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
9,019
shares
|
$855,452
0.28% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
8,899
shares
|
$844,070
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
8,839
shares
|
$838,379
0.26% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,836
shares
|
$838,094
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
8,538
shares
|
$809,829
0.08% of portfolio
|
Q4 2022
Reduced 15.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,537
shares
|
$809,734
0.03% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
8,492
shares
|
$805,466
0.02% of portfolio
|
Q3 2024
Reduced 34.06%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,485
shares
|
$804,802
0.16% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
8,386
shares
|
$795,412
0.03% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,341
shares
|
$791,143
0.0% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
8,300
shares
|
$787,255
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8,299
shares
|
$787,160
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
7,977
shares
|
$756,618
0.13% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,946
shares
|
$753,678
0.02% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
7,918
shares
|
$751,022
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
7,840
shares
|
$743,624
0.07% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
7,615
shares
|
$722,282
0.04% of portfolio
|
Q3 2024
Reduced 79.89%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,567
shares
|
$717,729
0.01% of portfolio
|
Q3 2024
Added 51.07%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
7,503
shares
|
$711,659
0.06% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,485
shares
|
$709,952
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,451
shares
|
$706,727
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
7,293
shares
|
$691,741
0.0% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
7,290
shares
|
$691,456
0.18% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
7,279
shares
|
$690,413
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,207
shares
|
$683,583
0.04% of portfolio
|
Q4 2022
Reduced 1.23%
|