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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
93
shares
|
$6,704
0.0% of portfolio
|
Q2 2025
Added 22.37%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
92
shares
|
$6,632
0.0% of portfolio
|
Q1 2024
Reduced 42.5%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
91
shares
|
$6,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$6,488
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
90
shares
|
$6,488
0.0% of portfolio
|
Q4 2023
Reduced 91.74%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
87
shares
|
$6,271
0.0% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
87
shares
|
$6,271
0.0% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
87
shares
|
$6,271
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
86
shares
|
$6,199
0.0% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
85
shares
|
$6,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
78
shares
|
$5,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
75
shares
|
$5,406
0.0% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
73
shares
|
$5,262
0.0% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
72
shares
|
$5,190
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
71
shares
|
$5,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
66
shares
|
$4,757
0.0% of portfolio
|
Q4 2024
Reduced 75.91%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
61
shares
|
$4,397
0.0% of portfolio
|
Q4 2022
Added 1120.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
57
shares
|
$4,109
0.0% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
57
shares
|
$4,109
0.0% of portfolio
|
Q2 2025
Added 235.29%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
56
shares
|
$4,037
0.0% of portfolio
|
Q2 2025
Added 1637.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
55
shares
|
$3,964
0.0% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
55
shares
|
$3,964
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$3,748
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$3,604
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
50
shares
|
$3,604
0.0% of portfolio
|
Q4 2024
New holding
|