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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,013
shares
|
$649,747
0.0% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,923
shares
|
$643,259
0.01% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,860
shares
|
$638,717
0.0% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
8,841
shares
|
$637,347
0.32% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,828
shares
|
$636,410
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
8,761
shares
|
$631,580
0.01% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
8,720
shares
|
$628,624
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
8,599
shares
|
$619,901
0.01% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
8,587
shares
|
$619,036
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
8,582
shares
|
$618,676
0.01% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
8,576
shares
|
$618,243
0.06% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
8,575
shares
|
$618,171
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
8,559
shares
|
$617,018
0.09% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
8,538
shares
|
$615,504
0.08% of portfolio
|
Q4 2022
Reduced 15.98%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
8,534
shares
|
$615,216
0.28% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,510
shares
|
$613,485
0.0% of portfolio
|
Q2 2025
Added 105.95%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
8,491
shares
|
$612,116
0.04% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,470
shares
|
$610,602
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,455
shares
|
$609,520
0.01% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
8,444
shares
|
$608,727
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
8,432
shares
|
$607,862
0.0% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
8,422
shares
|
$607,141
0.01% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
8,366
shares
|
$603,104
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
8,334
shares
|
$600,798
0.02% of portfolio
|
Q2 2025
Reduced 42.12%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
8,305
shares
|
$598,707
0.05% of portfolio
|
Q2 2025
New holding
|