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 |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
50
shares
|
$3,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$3,604
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
47
shares
|
$3,388
0.0% of portfolio
|
Q2 2025
Added 135.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
47
shares
|
$3,388
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
47
shares
|
$3,388
0.0% of portfolio
|
Q1 2025
Added 46.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
45
shares
|
$3,244
0.0% of portfolio
|
Q2 2022
Reduced 47.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
45
shares
|
$3,244
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
44
shares
|
$3,171
0.0% of portfolio
|
Q2 2024
Added 83.33%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
44
shares
|
$3,171
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
42
shares
|
$3,027
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
36
shares
|
$2,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
35
shares
|
$2,523
0.0% of portfolio
|
Q2 2025
Reduced 88.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
34
shares
|
$2,451
0.0% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
31
shares
|
$2,234
0.0% of portfolio
|
Q2 2025
Added 29.17%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
30
shares
|
$2,162
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
29
shares
|
$2,090
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
28
shares
|
$2,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
28
shares
|
$2,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
27
shares
|
$1,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
27
shares
|
$1,946
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
26
shares
|
$1,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
26
shares
|
$1,874
0.0% of portfolio
|
Q4 2024
Reduced 79.69%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$1,802
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,802
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
25
shares
|
$1,802
0.0% of portfolio
|
Q2 2025
Added 13.64%
|