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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
411
shares
|
$31,901
0.0% of portfolio
|
Q1 2025
Added 59.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
406
shares
|
$31,513
0.0% of portfolio
|
Q3 2021
Reduced 3.56%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
397
shares
|
$30,815
0.0% of portfolio
|
Q4 2024
Added 102.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
390
shares
|
$30,271
0.0% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
361
shares
|
$28,020
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
352
shares
|
$27,322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
350
shares
|
$27,167
0.0% of portfolio
|
Q3 2021
Reduced 0.43%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
347
shares
|
$26,934
0.0% of portfolio
|
Q1 2025
Added 318.07%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
334
shares
|
$25,925
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
322
shares
|
$24,993
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
300
shares
|
$23,286
0.0% of portfolio
|
Q1 2025
Added 93.55%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
300
shares
|
$23,286
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
300
shares
|
$23,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
298
shares
|
$23,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
295
shares
|
$22,897
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$21,345
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
275
shares
|
$21,345
0.01% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
271
shares
|
$21,035
0.01% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
265
shares
|
$20,569
0.01% of portfolio
|
Q3 2024
Added 82.76%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
263
shares
|
$20,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
263
shares
|
$20,414
0.01% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
239
shares
|
$18,551
0.01% of portfolio
|
Q4 2022
Reduced 77.75%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
235
shares
|
$18,240
0.01% of portfolio
|
Q4 2020
Added 46.88%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
225
shares
|
$17,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
223
shares
|
$17,309
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|