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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$4,932
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
52
shares
|
$4,932
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$4,742
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
47
shares
|
$4,457
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
45
shares
|
$4,268
0.0% of portfolio
|
Q3 2024
Reduced 43.75%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
45
shares
|
$4,268
0.0% of portfolio
|
Q2 2022
Reduced 47.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
45
shares
|
$4,268
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
44
shares
|
$4,173
0.0% of portfolio
|
Q2 2024
Added 83.33%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
44
shares
|
$4,173
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
43
shares
|
$4,078
0.0% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
40
shares
|
$3,794
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
34
shares
|
$3,224
0.0% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
30
shares
|
$2,845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
27
shares
|
$2,560
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
25
shares
|
$2,371
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$2,371
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
22
shares
|
$2,086
0.0% of portfolio
|
Q4 2022
Added 15.79%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
22
shares
|
$2,086
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
21
shares
|
$1,991
0.0% of portfolio
|
Q3 2024
Reduced 91.46%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
21
shares
|
$1,991
0.0% of portfolio
|
Q4 2022
Reduced 82.93%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
20
shares
|
$1,897
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
20
shares
|
$1,897
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$1,897
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
20
shares
|
$1,897
0.0% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
19
shares
|
$1,802
0.0% of portfolio
|
Q3 2024
Added 375.0%
|