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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,200
shares
|
$93,144
0.0% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
1,192
shares
|
$92,523
0.0% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,147
shares
|
$89,030
0.0% of portfolio
|
Q1 2025
Added 23.07%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,133
shares
|
$87,943
0.08% of portfolio
|
Q2 2025
Reduced 47.28%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,130
shares
|
$87,710
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,128
shares
|
$87,555
0.0% of portfolio
|
Q1 2025
Added 61.14%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,117
shares
|
$86,701
0.0% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
1,112
shares
|
$86,313
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,036
shares
|
$80,414
0.12% of portfolio
|
Q1 2025
Reduced 93.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,023
shares
|
$79,405
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
978
shares
|
$75,912
0.0% of portfolio
|
Q1 2025
Added 485.63%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
966
shares
|
$74,980
0.01% of portfolio
|
Q4 2023
Added 60.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
966
shares
|
$74,980
0.03% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
950
shares
|
$73,739
0.0% of portfolio
|
Q1 2025
Added 427.78%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
895
shares
|
$69,469
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
849
shares
|
$65,899
0.0% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
837
shares
|
$64,967
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
820
shares
|
$63,648
0.04% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
819
shares
|
$63,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
790
shares
|
$61,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
781
shares
|
$60,621
0.0% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
735
shares
|
$57,050
0.0% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
716
shares
|
$55,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
715
shares
|
$55,498
0.03% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
715
shares
|
$55,498
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|