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 |
|---|---|---|---|---|---|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
97
shares
|
$9,200
0.01% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
96
shares
|
$9,105
0.0% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
92
shares
|
$8,726
0.0% of portfolio
|
Q1 2024
Reduced 42.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$8,536
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
90
shares
|
$8,536
0.0% of portfolio
|
Q4 2023
Reduced 91.74%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
87
shares
|
$8,251
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
84
shares
|
$7,967
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
81
shares
|
$7,682
0.0% of portfolio
|
Q4 2023
Reduced 45.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
80
shares
|
$7,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
80
shares
|
$7,588
0.0% of portfolio
|
Q3 2024
Reduced 84.88%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
79
shares
|
$7,493
0.0% of portfolio
|
Q3 2024
Reduced 86.88%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
79
shares
|
$7,493
0.0% of portfolio
|
Q2 2024
Reduced 28.83%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
75
shares
|
$7,113
0.0% of portfolio
|
Q1 2024
Reduced 80.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
73
shares
|
$6,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
72
shares
|
$6,829
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
68
shares
|
$6,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
68
shares
|
$6,449
0.11% of portfolio
|
Q3 2024
Reduced 99.32%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
67
shares
|
$6,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
66
shares
|
$6,260
0.0% of portfolio
|
Q1 2024
Reduced 77.7%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
63
shares
|
$5,975
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
61
shares
|
$5,785
0.0% of portfolio
|
Q4 2022
Added 1120.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
58
shares
|
$5,501
0.0% of portfolio
|
Q3 2024
Added 56.76%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
53
shares
|
$5,027
0.0% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
53
shares
|
$5,027
0.0% of portfolio
|
Q3 2024
Reduced 56.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
52
shares
|
$4,932
0.0% of portfolio
|
Q3 2024
Reduced 21.21%
|