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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
129
shares
|
$10,012
0.0% of portfolio
|
Q1 2025
Added 41.76%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
128
shares
|
$9,935
0.01% of portfolio
|
Q4 2021
Added 80.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
126
shares
|
$9,780
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
126
shares
|
$9,780
0.0% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
125
shares
|
$9,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
118
shares
|
$9,159
0.0% of portfolio
|
Q1 2024
Reduced 38.86%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
111
shares
|
$8,615
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
106
shares
|
$8,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
105
shares
|
$8,150
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
104
shares
|
$8,072
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100
shares
|
$7,762
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$7,762
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$7,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
100
shares
|
$7,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
92
shares
|
$7,141
0.0% of portfolio
|
Q1 2024
Reduced 42.5%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
91
shares
|
$7,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
90
shares
|
$6,985
0.0% of portfolio
|
Q4 2023
Reduced 91.74%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$6,985
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
87
shares
|
$6,752
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
87
shares
|
$6,752
0.0% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
85
shares
|
$6,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
81
shares
|
$6,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
79
shares
|
$6,131
0.0% of portfolio
|
Q2 2024
Reduced 28.83%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
79
shares
|
$6,131
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
76
shares
|
$5,899
0.0% of portfolio
|
Q1 2025
Reduced 92.84%
|