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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8,299
shares
|
$598,274
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,089
shares
|
$583,136
0.01% of portfolio
|
Q2 2025
Added 67.58%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,982
shares
|
$575,422
0.18% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
7,872
shares
|
$567,492
0.01% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
7,834
shares
|
$564,753
0.02% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
7,770
shares
|
$560,139
0.03% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,704
shares
|
$555,381
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
7,703
shares
|
$555,309
0.0% of portfolio
|
Q2 2025
Added 807.3%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,657
shares
|
$551,993
0.02% of portfolio
|
Q2 2025
Reduced 71.3%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
7,650
shares
|
$551,488
0.08% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,584
shares
|
$546,730
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
7,390
shares
|
$532,745
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,332
shares
|
$528,563
0.07% of portfolio
|
Q2 2025
Added 161.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,275
shares
|
$524,454
0.0% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
7,274
shares
|
$524,382
0.04% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,207
shares
|
$519,552
0.04% of portfolio
|
Q4 2022
Reduced 1.23%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
7,193
shares
|
$518,543
0.02% of portfolio
|
Q2 2025
Reduced 67.2%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
7,075
shares
|
$510,036
0.2% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Aug 12, 2025 Q2 2025 |
7,033
shares
|
$507,008
0.0% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,952
shares
|
$501,169
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,848
shares
|
$493,672
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
6,843
shares
|
$493,311
0.01% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,819
shares
|
$491,581
0.02% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,655
shares
|
$479,758
0.0% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
6,637
shares
|
$478,461
0.13% of portfolio
|
Q2 2025
Reduced 9.36%
|