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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,368
shares
|
$224,604
0.06% of portfolio
|
Q3 2024
Added 117.65%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
2,316
shares
|
$219,672
0.0% of portfolio
|
Q3 2024
Reduced 57.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,081
shares
|
$197,382
0.0% of portfolio
|
Q3 2024
Added 74.73%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,067
shares
|
$196,054
0.01% of portfolio
|
Q3 2024
Reduced 80.42%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,011
shares
|
$190,743
0.01% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,000
shares
|
$189,700
0.04% of portfolio
|
Q1 2024
Added 900.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,954
shares
|
$185,336
0.03% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,913
shares
|
$181,448
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,891
shares
|
$179,361
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,721
shares
|
$163,236
0.03% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,638
shares
|
$155,364
0.01% of portfolio
|
Q3 2024
Added 188.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,607
shares
|
$152,423
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,503
shares
|
$142,559
0.0% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
1,500
shares
|
$142,275
0.01% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$142,275
0.2% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,485
shares
|
$140,852
0.0% of portfolio
|
Q3 2024
Added 1355.88%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,389
shares
|
$131,746
0.06% of portfolio
|
Q3 2024
Added 4530.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,330
shares
|
$126,150
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,326
shares
|
$125,771
0.02% of portfolio
|
Q2 2022
Added 39.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$118,562
0.05% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,244
shares
|
$117,993
0.01% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,189
shares
|
$112,776
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
1,092
shares
|
$103,576
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,069
shares
|
$101,394
0.01% of portfolio
|
Q3 2024
Added 39.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,055
shares
|
$100,066
0.0% of portfolio
|
Q3 2024
Added 53.12%
|