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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
72
shares
|
$5,588
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
71
shares
|
$5,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
69
shares
|
$5,355
0.0% of portfolio
|
Q1 2025
Reduced 82.03%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
67
shares
|
$5,200
0.0% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
67
shares
|
$5,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
66
shares
|
$5,122
0.0% of portfolio
|
Q4 2024
Reduced 75.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
64
shares
|
$4,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
63
shares
|
$4,890
0.0% of portfolio
|
Q1 2025
Added 687.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
61
shares
|
$4,734
0.0% of portfolio
|
Q4 2022
Added 1120.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
61
shares
|
$4,734
0.0% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
56
shares
|
$4,346
0.0% of portfolio
|
Q1 2025
Reduced 92.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
55
shares
|
$4,269
0.0% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$4,036
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
52
shares
|
$4,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$3,881
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
50
shares
|
$3,881
0.01% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
50
shares
|
$3,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
50
shares
|
$3,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$3,881
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
47
shares
|
$3,648
0.0% of portfolio
|
Q1 2025
Added 46.88%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
47
shares
|
$3,648
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
45
shares
|
$3,492
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
45
shares
|
$3,492
0.0% of portfolio
|
Q2 2022
Reduced 47.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
44
shares
|
$3,415
0.0% of portfolio
|
Q2 2024
Added 83.33%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
44
shares
|
$3,415
0.0% of portfolio
|
Q3 2023
Added 100.0%
|