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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
3,475
shares
|
$269,729
0.0% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
3,455
shares
|
$268,177
0.0% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
3,440
shares
|
$267,012
0.02% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,437
shares
|
$266,779
0.0% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,431
shares
|
$266,314
0.0% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
3,420
shares
|
$265,460
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,418
shares
|
$265,305
0.02% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,399
shares
|
$263,830
0.02% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
3,373
shares
|
$261,812
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,366
shares
|
$261,268
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
3,301
shares
|
$256,223
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
3,285
shares
|
$254,981
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
3,248
shares
|
$252,109
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,231
shares
|
$250,790
0.02% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
3,230
shares
|
$250,712
0.18% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,172
shares
|
$246,210
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,159
shares
|
$245,201
0.01% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,144
shares
|
$244,037
0.01% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,143
shares
|
$243,959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,142
shares
|
$243,882
0.03% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
3,097
shares
|
$240,389
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
3,088
shares
|
$239,690
0.04% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,060
shares
|
$237,517
0.0% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,026
shares
|
$234,878
0.01% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
3,024
shares
|
$234,722
0.23% of portfolio
|
Q1 2025
Reduced 12.9%
|