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 |
|---|---|---|---|---|---|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
8,656
shares
|
$671,878
0.24% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
8,635
shares
|
$670,248
0.02% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
8,607
shares
|
$668,075
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
8,581
shares
|
$666,057
0.06% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
8,538
shares
|
$662,719
0.08% of portfolio
|
Q4 2022
Reduced 15.98%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
8,491
shares
|
$659,071
0.04% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,472
shares
|
$657,596
0.01% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
8,458
shares
|
$656,509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
8,433
shares
|
$654,569
0.02% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,413
shares
|
$653,017
0.0% of portfolio
|
Q1 2025
Reduced 48.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,406
shares
|
$652,473
0.02% of portfolio
|
Q4 2024
Added 52.39%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
8,369
shares
|
$649,601
0.33% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
8,305
shares
|
$644,634
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8,299
shares
|
$644,168
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
8,203
shares
|
$636,716
0.06% of portfolio
|
Q1 2025
Added 170.01%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
8,106
shares
|
$629,187
0.0% of portfolio
|
Q1 2025
Reduced 69.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,089
shares
|
$627,868
0.01% of portfolio
|
Q2 2025
Added 67.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,006
shares
|
$621,425
0.01% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
7,840
shares
|
$608,540
0.09% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
7,770
shares
|
$603,107
0.03% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
7,712
shares
|
$598,605
0.01% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,613
shares
|
$590,921
0.01% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,596
shares
|
$589,601
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,579
shares
|
$588,281
0.02% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
7,550
shares
|
$586,031
0.0% of portfolio
|
Q1 2025
Reduced 46.56%
|