Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 913 institutions that hold shares in the stock, with a total of 164 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 |
|---|---|---|---|---|---|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,142
shares
|
$226,506
0.03% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,121
shares
|
$224,992
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,090
shares
|
$222,758
0.02% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
3,086
shares
|
$222,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
3,071
shares
|
$221,388
0.06% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
3,042
shares
|
$219,297
0.03% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
3,028
shares
|
$218,288
0.06% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,011
shares
|
$217,062
0.01% of portfolio
|
Q2 2025
Reduced 79.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,001
shares
|
$216,342
0.01% of portfolio
|
Q2 2025
Reduced 67.82%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
2,991
shares
|
$215,621
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,939
shares
|
$211,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
2,922
shares
|
$210,646
0.0% of portfolio
|
Q1 2025
Reduced 58.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,887
shares
|
$208,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
2,873
shares
|
$207,114
0.14% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,864
shares
|
$206,465
0.0% of portfolio
|
Q2 2025
Reduced 62.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,862
shares
|
$206,321
0.0% of portfolio
|
Q2 2025
Reduced 85.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,847
shares
|
$205,240
0.0% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
2,809
shares
|
$202,500
0.31% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
2,803
shares
|
$202,068
0.01% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,780
shares
|
$200,410
0.01% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,767
shares
|
$199,473
0.1% of portfolio
|
Q2 2025
Reduced 48.15%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,725
shares
|
$196,445
0.0% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
2,708
shares
|
$195,219
0.13% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,705
shares
|
$195,003
0.0% of portfolio
|
Q2 2025
Reduced 43.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,701
shares
|
$194,715
0.01% of portfolio
|
Q2 2025
Reduced 1.6%
|