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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
219
shares
|
$16,998
0.0% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
218
shares
|
$16,921
0.0% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
202
shares
|
$15,679
0.0% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
200
shares
|
$15,524
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
200
shares
|
$15,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
200
shares
|
$15,524
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
200
shares
|
$15,524
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Symmetry Peak Management LLC
Radnor, PA |
May 15, 2025 Q1 2025 |
200
shares
|
$15,524
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
200
shares
|
$15,524
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
195
shares
|
$15,135
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
195
shares
|
$15,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
185
shares
|
$14,359
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
184
shares
|
$14,282
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
181
shares
|
$14,049
0.0% of portfolio
|
Q1 2023
Reduced 95.68%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
179
shares
|
$13,893
0.01% of portfolio
|
Q4 2021
Reduced 81.53%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
176
shares
|
$13,661
0.0% of portfolio
|
Q1 2025
Added 66.04%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
175
shares
|
$13,583
0.0% of portfolio
|
Q4 2020
Closed
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
171
shares
|
$13,273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
169
shares
|
$13,117
0.0% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
166
shares
|
$12,884
0.0% of portfolio
|
Q2 2025
Added 22.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
162
shares
|
$12,574
0.01% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
158
shares
|
$12,263
0.0% of portfolio
|
Q2 2023
Reduced 8.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
139
shares
|
$10,789
0.0% of portfolio
|
Q2 2022
Reduced 2.8%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
136
shares
|
$10,556
0.0% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
135
shares
|
$10,478
0.01% of portfolio
|
Q4 2024
New holding
|