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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,145
shares
|
$166,494
0.02% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,084
shares
|
$161,760
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,011
shares
|
$156,093
0.01% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,004
shares
|
$155,550
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,000
shares
|
$155,240
0.04% of portfolio
|
Q1 2024
Added 900.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,879
shares
|
$145,847
0.01% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,800
shares
|
$139,716
0.0% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,780
shares
|
$138,163
0.08% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,771
shares
|
$137,465
0.01% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,722
shares
|
$133,661
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
|
$132,342
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,651
shares
|
$128,150
0.0% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,607
shares
|
$124,735
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,500
shares
|
$116,430
0.01% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,456
shares
|
$113,014
0.01% of portfolio
|
Q1 2025
Reduced 28.77%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,400
shares
|
$108,668
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,400
shares
|
$108,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,379
shares
|
$107,037
0.0% of portfolio
|
Q1 2025
Reduced 45.04%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,370
shares
|
$106,339
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,351
shares
|
$104,864
0.01% of portfolio
|
Q1 2025
Added 148.35%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,326
shares
|
$102,924
0.02% of portfolio
|
Q2 2022
Added 39.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,259
shares
|
$97,723
0.0% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,250
shares
|
$97,025
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,234
shares
|
$95,783
0.0% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,204
shares
|
$93,454
0.0% of portfolio
|
Q1 2025
Added 946.96%
|