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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
306
shares
|
$22,059
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
300
shares
|
$21,627
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
298
shares
|
$21,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
275
shares
|
$19,824
0.01% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$19,824
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
269
shares
|
$19,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
265
shares
|
$19,103
0.01% of portfolio
|
Q3 2024
Added 82.76%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
264
shares
|
$19,031
0.0% of portfolio
|
Q2 2025
Reduced 96.46%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
263
shares
|
$18,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
254
shares
|
$18,310
0.02% of portfolio
|
Q2 2025
Reduced 50.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
252
shares
|
$18,166
0.0% of portfolio
|
Q2 2025
Added 265.22%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
250
shares
|
$18,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
241
shares
|
$17,373
0.0% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
235
shares
|
$16,941
0.01% of portfolio
|
Q4 2020
Added 46.88%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
229
shares
|
$16,508
0.01% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
224
shares
|
$16,148
0.01% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
218
shares
|
$15,715
0.0% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
213
shares
|
$15,355
0.0% of portfolio
|
Q2 2025
Reduced 29.0%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
202
shares
|
$14,562
0.0% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$14,418
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
200
shares
|
$14,418
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
200
shares
|
$14,418
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
200
shares
|
$14,418
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
195
shares
|
$14,057
0.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
195
shares
|
$14,057
0.0% of portfolio
|
Q1 2025
Added 15.38%
|