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 |
|---|---|---|---|---|---|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
7,077
shares
|
$671,253
0.02% of portfolio
|
Q1 2024
Added 1.46%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
7,059
shares
|
$669,546
0.05% of portfolio
|
Q3 2024
Reduced 87.41%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
7,009
shares
|
$664,803
0.03% of portfolio
|
Q3 2024
Reduced 42.6%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
6,971
shares
|
$661,199
0.03% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,848
shares
|
$649,532
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,834
shares
|
$648,204
0.03% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,722
shares
|
$637,581
0.02% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
6,688
shares
|
$634,356
0.09% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,682
shares
|
$633,787
0.02% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,628
shares
|
$628,665
0.07% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
6,593
shares
|
$625,346
0.01% of portfolio
|
Q4 2020
Reduced 49.64%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
6,524
shares
|
$618,801
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
6,385
shares
|
$605,617
0.2% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 08, 2024 Q3 2024 |
6,379
shares
|
$605,048
0.0% of portfolio
|
Q3 2024
Reduced 21.38%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
6,332
shares
|
$600,590
0.03% of portfolio
|
Q3 2024
Added 27.56%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
6,323
shares
|
$599,736
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,276
shares
|
$595,278
0.0% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
6,071
shares
|
$575,834
0.16% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,063
shares
|
$575,075
0.0% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
5,977
shares
|
$566,918
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
5,970
shares
|
$566,254
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
5,890
shares
|
$558,666
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
5,876
shares
|
$557,338
0.01% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,857
shares
|
$555,536
0.01% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,799
shares
|
$550,035
0.1% of portfolio
|
Q4 2022
Added 37.78%
|