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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,014
shares
|
$96,177
0.0% of portfolio
|
Q2 2024
Reduced 12.96%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
981
shares
|
$93,047
0.02% of portfolio
|
Q4 2022
Added 3.92%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
975
shares
|
$92,478
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
966
shares
|
$91,625
0.01% of portfolio
|
Q4 2023
Added 60.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
958
shares
|
$90,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
899
shares
|
$85,270
0.02% of portfolio
|
Q2 2024
Reduced 10.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
893
shares
|
$84,701
0.0% of portfolio
|
Q3 2024
Reduced 35.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
838
shares
|
$79,484
0.0% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
829
shares
|
$78,630
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
819
shares
|
$77,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
753
shares
|
$71,422
0.0% of portfolio
|
Q3 2024
Reduced 93.66%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
750
shares
|
$71,137
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
743
shares
|
$70,473
0.0% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
721
shares
|
$68,386
0.01% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
715
shares
|
$67,817
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
712
shares
|
$67,533
0.0% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Nov 14, 2024 Q3 2024 |
688
shares
|
$65,256
0.21% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
659
shares
|
$62,506
0.02% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
624
shares
|
$59,186
0.03% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
582
shares
|
$55,202
0.03% of portfolio
|
Q3 2022
Added 676.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
563
shares
|
$53,400
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
557
shares
|
$52,831
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
533
shares
|
$50,555
0.0% of portfolio
|
Q3 2024
Added 21.14%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
527
shares
|
$49,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
515
shares
|
$48,847
0.0% of portfolio
|
Q2 2024
Added 139.53%
|