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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,673
shares
|
$192,696
0.01% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,662
shares
|
$191,903
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,655
shares
|
$191,398
0.12% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
2,654
shares
|
$191,326
0.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
2,650
shares
|
$191,038
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
2,635
shares
|
$189,957
0.03% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,635
shares
|
$189,957
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
2,625
shares
|
$189,236
0.02% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,612
shares
|
$188,299
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,588
shares
|
$186,568
0.0% of portfolio
|
Q2 2025
Reduced 34.08%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
2,572
shares
|
$185,415
0.0% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,415
shares
|
$174,097
0.0% of portfolio
|
Q2 2025
Added 28.53%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
2,311
shares
|
$166,599
0.0% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,169
shares
|
$156,363
0.01% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,145
shares
|
$154,633
0.02% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
2,105
shares
|
$151,749
0.0% of portfolio
|
Q2 2025
Added 76.59%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,011
shares
|
$144,972
0.01% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,005
shares
|
$144,540
0.06% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,000
shares
|
$144,180
0.04% of portfolio
|
Q1 2024
Added 900.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,800
shares
|
$129,762
0.0% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,780
shares
|
$128,320
0.08% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,771
shares
|
$127,671
0.01% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,722
shares
|
$124,138
0.06% of portfolio
|
Q2 2025
Reduced 53.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,705
shares
|
$122,913
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,670
shares
|
$120,390
0.0% of portfolio
|
Q2 2025
Added 39.17%
|