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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,640
shares
|
$437,776
0.04% of portfolio
|
Q3 2022
Reduced 11.9%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
5,612
shares
|
$435,603
0.02% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
5,574
shares
|
$432,653
0.0% of portfolio
|
Q3 2024
Added 32.57%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
5,549
shares
|
$430,713
0.03% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
5,521
shares
|
$428,540
0.09% of portfolio
|
Q1 2025
Reduced 47.94%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
5,517
shares
|
$428,229
0.21% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,515
shares
|
$428,074
0.06% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
5,438
shares
|
$422,097
0.2% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,414
shares
|
$420,234
0.02% of portfolio
|
Q1 2025
Reduced 63.04%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
5,358
shares
|
$415,887
0.36% of portfolio
|
Q1 2025
Reduced 80.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,339
shares
|
$414,413
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
5,274
shares
|
$409,367
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,270
shares
|
$409,057
0.01% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,262
shares
|
$408,436
0.03% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
5,188
shares
|
$402,692
0.06% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
5,149
shares
|
$399,665
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,142
shares
|
$399,122
0.04% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,133
shares
|
$398,423
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,133
shares
|
$398,423
0.0% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,132
shares
|
$398,345
0.03% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,127
shares
|
$397,957
0.07% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
5,105
shares
|
$396,250
0.01% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
5,067
shares
|
$393,300
0.08% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,025
shares
|
$390,040
0.0% of portfolio
|
Q3 2024
Reduced 81.27%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
5,000
shares
|
$388,100
0.45% of portfolio
|
Q1 2025
Reduced 44.44%
|