Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 919 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
115
shares
|
$9,173
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
106
shares
|
$8,455
0.0% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
105
shares
|
$8,375
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
100
shares
|
$7,977
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$7,977
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
100
shares
|
$7,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$7,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
100
shares
|
$7,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
100
shares
|
$7,977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$7,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
92
shares
|
$7,338
0.0% of portfolio
|
Q1 2024
Reduced 42.5%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
91
shares
|
$7,259
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
91
shares
|
$7,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$7,179
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
90
shares
|
$7,179
0.0% of portfolio
|
Q4 2023
Reduced 91.74%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
87
shares
|
$6,939
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
87
shares
|
$6,939
0.0% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
87
shares
|
$6,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
83
shares
|
$6,620
0.0% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
79
shares
|
$6,301
0.0% of portfolio
|
Q2 2024
Reduced 28.83%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
72
shares
|
$5,743
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
67
shares
|
$5,344
0.0% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
67
shares
|
$5,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
66
shares
|
$5,264
0.0% of portfolio
|
Q4 2024
Reduced 75.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
65
shares
|
$5,185
0.0% of portfolio
|
Q4 2024
New holding
|