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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
6,635
shares
|
$478,317
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
6,593
shares
|
$475,289
0.01% of portfolio
|
Q4 2020
Reduced 49.64%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,499
shares
|
$468,512
0.04% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
6,472
shares
|
$466,566
0.0% of portfolio
|
Q2 2025
Reduced 85.91%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
6,448
shares
|
$464,836
0.02% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
6,414
shares
|
$462,385
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
6,393
shares
|
$460,871
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
6,389
shares
|
$460,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
6,344
shares
|
$457,338
0.04% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
6,323
shares
|
$455,825
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
6,232
shares
|
$449,264
0.4% of portfolio
|
Q2 2025
Added 43.76%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
6,013
shares
|
$433,477
0.02% of portfolio
|
Q2 2025
Reduced 61.93%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,912
shares
|
$426,196
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
5,860
shares
|
$422,447
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
5,853
shares
|
$421,942
0.06% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
5,800
shares
|
$418,122
0.03% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
5,799
shares
|
$418,049
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,799
shares
|
$418,049
0.1% of portfolio
|
Q4 2022
Added 37.78%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,706
shares
|
$411,345
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,697
shares
|
$410,696
0.02% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
5,687
shares
|
$409,975
0.18% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
5,675
shares
|
$409,110
0.08% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,666
shares
|
$408,461
0.16% of portfolio
|
Q2 2022
Added 29.04%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,640
shares
|
$406,587
0.04% of portfolio
|
Q3 2022
Reduced 11.9%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,601
shares
|
$403,776
0.02% of portfolio
|
Q2 2025
Added 128.15%
|