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 Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,492
shares
|
$331,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
3,486
shares
|
$330,647
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,469
shares
|
$329,034
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
3,466
shares
|
$328,750
0.0% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,389
shares
|
$321,446
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,386
shares
|
$321,162
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,353
shares
|
$318,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
3,345
shares
|
$317,273
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,308
shares
|
$313,763
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3,306
shares
|
$313,574
0.13% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
3,301
shares
|
$313,099
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,262
shares
|
$309,400
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
3,250
shares
|
$308,262
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,247
shares
|
$307,977
0.02% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,245
shares
|
$307,788
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,237
shares
|
$307,029
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
3,230
shares
|
$306,365
0.13% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
3,019
shares
|
$286,352
0.03% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$284,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caz Investments LP
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$284,550
0.11% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,892
shares
|
$274,306
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,847
shares
|
$270,037
0.0% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
2,775
shares
|
$263,208
0.01% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,733
shares
|
$259,225
0.0% of portfolio
|
Q3 2024
Reduced 54.63%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,581
shares
|
$244,807
0.0% of portfolio
|
Q3 2024
Added 3.53%
|