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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
192
shares
|
$13,841
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
190
shares
|
$13,697
0.01% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
185
shares
|
$13,336
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
181
shares
|
$13,048
0.0% of portfolio
|
Q1 2023
Reduced 95.68%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
179
shares
|
$12,904
0.01% of portfolio
|
Q4 2021
Reduced 81.53%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
175
shares
|
$12,615
0.0% of portfolio
|
Q4 2020
Closed
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
171
shares
|
$12,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
166
shares
|
$11,966
0.0% of portfolio
|
Q2 2025
Added 22.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
158
shares
|
$11,390
0.0% of portfolio
|
Q2 2023
Reduced 8.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
139
shares
|
$10,020
0.0% of portfolio
|
Q2 2022
Reduced 2.8%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
136
shares
|
$9,804
0.0% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
128
shares
|
$9,227
0.01% of portfolio
|
Q4 2021
Added 80.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
126
shares
|
$9,083
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
125
shares
|
$9,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
118
shares
|
$8,506
0.0% of portfolio
|
Q1 2024
Reduced 38.86%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
112
shares
|
$8,074
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
111
shares
|
$8,001
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
108
shares
|
$7,785
0.0% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
105
shares
|
$7,569
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
104
shares
|
$7,497
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
100
shares
|
$7,209
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
100
shares
|
$7,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
100
shares
|
$7,209
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$7,209
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
99
shares
|
$7,136
0.0% of portfolio
|
Q2 2025
Reduced 23.26%
|