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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
5,000
shares
|
$388,100
0.02% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
4,997
shares
|
$387,867
0.34% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
4,995
shares
|
$387,711
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
4,971
shares
|
$385,849
0.13% of portfolio
|
Q1 2025
Reduced 41.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,964
shares
|
$385,305
0.04% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,964
shares
|
$385,305
0.02% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
4,938
shares
|
$383,287
0.09% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
4,836
shares
|
$375,370
0.37% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,805
shares
|
$372,964
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,696
shares
|
$364,503
0.02% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,648
shares
|
$360,777
0.0% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
4,600
shares
|
$357,052
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,547
shares
|
$352,938
0.0% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
4,540
shares
|
$352,394
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
4,499
shares
|
$349,212
0.07% of portfolio
|
Q1 2025
Reduced 76.48%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
4,494
shares
|
$348,824
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,481
shares
|
$347,815
0.01% of portfolio
|
Q1 2025
Added 70.45%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
4,450
shares
|
$345,409
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
4,449
shares
|
$345,331
0.01% of portfolio
|
Q1 2025
Reduced 20.64%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
4,398
shares
|
$341,372
0.04% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,390
shares
|
$340,751
0.01% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
4,335
shares
|
$336,482
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,322
shares
|
$335,473
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
4,310
shares
|
$334,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
4,268
shares
|
$331,282
0.04% of portfolio
|
Q1 2025
Added 5.75%
|