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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,068
shares
|
$76,992
0.0% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,042
shares
|
$75,117
0.0% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,036
shares
|
$74,685
0.12% of portfolio
|
Q1 2025
Reduced 93.74%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
966
shares
|
$69,638
0.01% of portfolio
|
Q4 2023
Added 60.47%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
911
shares
|
$65,673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
857
shares
|
$61,781
0.0% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
848
shares
|
$61,132
0.0% of portfolio
|
Q2 2025
Added 106.33%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
845
shares
|
$60,916
0.02% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
824
shares
|
$59,402
0.0% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
819
shares
|
$59,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
818
shares
|
$58,969
0.0% of portfolio
|
Q2 2025
Reduced 83.91%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
815
shares
|
$58,753
0.03% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
808
shares
|
$58,248
0.0% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
767
shares
|
$55,293
0.03% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
713
shares
|
$51,400
0.0% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
712
shares
|
$51,328
0.24% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
702
shares
|
$50,607
0.01% of portfolio
|
Q2 2025
Added 404.27%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
688
shares
|
$49,597
0.01% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
676
shares
|
$48,732
0.0% of portfolio
|
Q2 2025
Reduced 87.51%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
595
shares
|
$42,893
0.0% of portfolio
|
Q2 2025
Added 31.35%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
590
shares
|
$42,533
0.0% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
582
shares
|
$41,956
0.03% of portfolio
|
Q3 2022
Added 676.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
563
shares
|
$40,586
0.01% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
554
shares
|
$39,937
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
535
shares
|
$38,568
0.0% of portfolio
|
Q1 2025
Reduced 87.68%
|