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 |
|---|---|---|---|---|---|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
4,240
shares
|
$329,108
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,192
shares
|
$325,383
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,132
shares
|
$320,725
0.0% of portfolio
|
Q1 2025
Added 23.94%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
4,110
shares
|
$319,018
0.18% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
4,057
shares
|
$314,904
0.07% of portfolio
|
Q1 2025
Added 270.5%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
3,972
shares
|
$308,306
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
3,957
shares
|
$307,142
0.02% of portfolio
|
Q1 2025
Reduced 80.29%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
3,955
shares
|
$306,987
0.56% of portfolio
|
Q2 2025
Reduced 95.33%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,926
shares
|
$304,736
0.01% of portfolio
|
Q1 2025
Added 58.5%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
3,900
shares
|
$302,718
0.0% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,883
shares
|
$301,398
0.07% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
3,868
shares
|
$300,234
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
3,868
shares
|
$300,234
0.06% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
3,845
shares
|
$298,448
0.02% of portfolio
|
Q1 2025
Reduced 78.55%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
3,836
shares
|
$297,750
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,789
shares
|
$294,102
0.05% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,720
shares
|
$288,746
0.23% of portfolio
|
Q3 2022
Reduced 48.07%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
3,700
shares
|
$287,194
0.2% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
3,698
shares
|
$287,038
0.14% of portfolio
|
Q1 2025
Reduced 72.35%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
3,686
shares
|
$286,107
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,602
shares
|
$279,587
0.03% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
3,564
shares
|
$276,637
0.01% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,551
shares
|
$275,628
0.09% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,507
shares
|
$272,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,476
shares
|
$269,807
0.03% of portfolio
|
Q1 2025
Added 1.79%
|