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 |
|---|---|---|---|---|---|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
175
shares
|
$16,598
0.0% of portfolio
|
Q4 2020
Closed
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
171
shares
|
$16,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
169
shares
|
$16,029
0.0% of portfolio
|
Q2 2024
Added 19.86%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
167
shares
|
$15,839
0.0% of portfolio
|
Q3 2024
Added 1418.18%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
158
shares
|
$14,986
0.0% of portfolio
|
Q2 2023
Reduced 8.67%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
153
shares
|
$14,512
0.0% of portfolio
|
Q3 2023
Reduced 3.16%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
140
shares
|
$13,279
0.0% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
139
shares
|
$13,184
0.0% of portfolio
|
Q2 2022
Reduced 2.8%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
133
shares
|
$12,615
0.0% of portfolio
|
Q2 2021
Added 56.39%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
129
shares
|
$12,235
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
128
shares
|
$12,140
0.0% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
128
shares
|
$12,140
0.01% of portfolio
|
Q4 2021
Added 80.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
126
shares
|
$11,951
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
126
shares
|
$11,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
125
shares
|
$11,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
119
shares
|
$11,287
0.0% of portfolio
|
Q3 2024
Added 19.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
118
shares
|
$11,192
0.0% of portfolio
|
Q1 2024
Reduced 38.86%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
117
shares
|
$11,097
0.0% of portfolio
|
Q3 2024
Reduced 21.48%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
115
shares
|
$10,907
0.0% of portfolio
|
Q2 2024
Reduced 91.39%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
110
shares
|
$10,433
0.0% of portfolio
|
Q2 2024
Reduced 31.68%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
108
shares
|
$10,243
0.0% of portfolio
|
Q2 2024
Reduced 54.81%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
105
shares
|
$9,959
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
100
shares
|
$9,485
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
100
shares
|
$9,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$9,485
0.0% of portfolio
|
Q1 2024
New holding
|