Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 924 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 $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
712
shares
|
$55,265
0.24% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
702
shares
|
$54,489
0.01% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
677
shares
|
$52,548
0.01% of portfolio
|
Q1 2025
Added 31.46%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
672
shares
|
$52,160
0.0% of portfolio
|
Q1 2025
Reduced 98.05%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
602
shares
|
$46,727
0.0% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
595
shares
|
$46,183
0.0% of portfolio
|
Q2 2025
Added 31.35%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
582
shares
|
$45,174
0.03% of portfolio
|
Q3 2022
Added 676.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
563
shares
|
$43,700
0.01% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
557
shares
|
$43,234
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
555
shares
|
$43,079
0.0% of portfolio
|
Q1 2025
Reduced 34.16%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
535
shares
|
$41,526
0.0% of portfolio
|
Q1 2025
Reduced 87.68%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
521
shares
|
$40,440
0.01% of portfolio
|
Q1 2025
Reduced 65.66%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
516
shares
|
$40,051
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
513
shares
|
$39,819
0.0% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
509
shares
|
$39,508
0.04% of portfolio
|
Q1 2025
Reduced 29.5%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
505
shares
|
$39,198
0.01% of portfolio
|
Q2 2023
Added 21.98%
|
|
|
Caz Investments LP
Houston, TX |
May 15, 2025 Q1 2025 |
500
shares
|
$38,810
0.29% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
487
shares
|
$37,800
0.01% of portfolio
|
Q4 2024
Added 309.24%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
485
shares
|
$37,645
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
463
shares
|
$35,938
0.0% of portfolio
|
Q4 2022
Reduced 76.71%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
432
shares
|
$33,531
0.01% of portfolio
|
Q4 2024
Added 476.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
429
shares
|
$33,298
0.01% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
424
shares
|
$32,910
0.03% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
422
shares
|
$32,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
414
shares
|
$32,134
0.02% of portfolio
|
Q1 2025
New holding
|