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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
255
shares
|
$24,186
0.01% of portfolio
|
Q1 2024
Added 71.14%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
251
shares
|
$23,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
250
shares
|
$23,712
0.0% of portfolio
|
Q3 2024
Added 46.2%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
239
shares
|
$22,669
0.0% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
239
shares
|
$22,669
0.0% of portfolio
|
Q4 2022
Reduced 77.75%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
235
shares
|
$22,289
0.0% of portfolio
|
Q2 2024
Added 10.85%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
235
shares
|
$22,289
0.01% of portfolio
|
Q4 2020
Added 46.88%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
232
shares
|
$22,005
0.0% of portfolio
|
Q2 2024
Reduced 44.76%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
225
shares
|
$21,341
0.0% of portfolio
|
Q2 2024
Added 4.17%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
225
shares
|
$21,341
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
215
shares
|
$20,392
0.0% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
210
shares
|
$19,918
0.0% of portfolio
|
Q3 2024
Reduced 78.77%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
204
shares
|
$19,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
200
shares
|
$18,970
0.01% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
200
shares
|
$18,970
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
200
shares
|
$18,970
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
200
shares
|
$18,970
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
200
shares
|
$18,970
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
199
shares
|
$18,875
0.0% of portfolio
|
Q3 2024
Reduced 40.24%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
197
shares
|
$18,685
0.01% of portfolio
|
Q3 2024
Added 162.67%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
196
shares
|
$18,590
0.0% of portfolio
|
Q3 2024
Added 308.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
195
shares
|
$18,495
0.0% of portfolio
|
Q3 2024
Reduced 19.75%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
185
shares
|
$17,547
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
181
shares
|
$17,167
0.0% of portfolio
|
Q1 2023
Reduced 95.68%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
179
shares
|
$16,978
0.01% of portfolio
|
Q4 2021
Reduced 81.53%
|