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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,964
shares
|
$470,835
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
4,926
shares
|
$467,231
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,805
shares
|
$455,754
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,752
shares
|
$450,727
0.01% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,703
shares
|
$446,079
0.01% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,674
shares
|
$443,328
0.02% of portfolio
|
Q3 2024
Reduced 51.24%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
4,638
shares
|
$439,914
0.0% of portfolio
|
Q3 2024
Reduced 49.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,626
shares
|
$438,776
0.02% of portfolio
|
Q3 2024
Added 21.39%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
4,619
shares
|
$438,112
0.01% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
4,600
shares
|
$436,310
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
4,561
shares
|
$432,610
0.23% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,487
shares
|
$425,591
0.07% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,465
shares
|
$423,505
0.01% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
4,450
shares
|
$422,082
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
4,416
shares
|
$418,857
0.12% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,381
shares
|
$415,537
0.03% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
4,373
shares
|
$414,779
0.06% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
4,355
shares
|
$413,071
0.01% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
4,334
shares
|
$411,079
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,322
shares
|
$409,941
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,320
shares
|
$409,752
0.01% of portfolio
|
Q3 2024
Added 41.69%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
4,240
shares
|
$402,164
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
4,235
shares
|
$401,689
0.01% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
4,203
shares
|
$398,654
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
4,164
shares
|
$394,955
0.05% of portfolio
|
Q3 2024
Reduced 29.51%
|