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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
505
shares
|
$47,899
0.01% of portfolio
|
Q2 2023
Added 21.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
463
shares
|
$43,915
0.0% of portfolio
|
Q4 2022
Reduced 76.71%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
443
shares
|
$42,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
434
shares
|
$41,164
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
424
shares
|
$40,216
0.02% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
414
shares
|
$39,267
0.0% of portfolio
|
Q3 2024
Reduced 32.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
406
shares
|
$38,509
0.0% of portfolio
|
Q3 2021
Reduced 3.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
397
shares
|
$37,655
0.0% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
385
shares
|
$36,517
0.0% of portfolio
|
Q4 2023
Reduced 10.67%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
361
shares
|
$34,240
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
360
shares
|
$34,146
0.01% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
350
shares
|
$33,197
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
350
shares
|
$33,197
0.0% of portfolio
|
Q3 2021
Reduced 0.43%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
334
shares
|
$31,679
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
316
shares
|
$29,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
300
shares
|
$28,455
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$28,455
0.01% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
285
shares
|
$27,032
0.0% of portfolio
|
Q3 2024
Reduced 95.39%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$26,083
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
274
shares
|
$25,988
0.01% of portfolio
|
Q3 2024
Reduced 44.76%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
274
shares
|
$25,988
0.0% of portfolio
|
Q2 2022
Added 20.04%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
273
shares
|
$25,894
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
269
shares
|
$25,514
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
265
shares
|
$25,135
0.01% of portfolio
|
Q3 2024
Added 82.76%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
262
shares
|
$24,850
0.0% of portfolio
|
Q3 2024
New holding
|