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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,015
shares
|
$234,024
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,011
shares
|
$233,713
0.01% of portfolio
|
Q2 2025
Reduced 79.81%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
3,007
shares
|
$233,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,996
shares
|
$232,549
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,992
shares
|
$232,239
0.06% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
2,991
shares
|
$232,161
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
2,986
shares
|
$231,773
0.08% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
2,981
shares
|
$231,385
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,979
shares
|
$231,229
0.02% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,964
shares
|
$230,065
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
2,950
shares
|
$228,979
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,933
shares
|
$227,659
0.02% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,929
shares
|
$227,348
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
2,922
shares
|
$226,805
0.0% of portfolio
|
Q1 2025
Reduced 58.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,887
shares
|
$224,088
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
2,885
shares
|
$223,933
0.17% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
2,860
shares
|
$221,993
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
2,850
shares
|
$221,217
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,850
shares
|
$221,217
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,847
shares
|
$220,984
0.0% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
2,809
shares
|
$218,034
0.31% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,800
shares
|
$217,336
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2,783
shares
|
$216,016
0.15% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
2,769
shares
|
$214,929
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,767
shares
|
$214,774
0.1% of portfolio
|
Q2 2025
Reduced 48.15%
|