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 |
|---|---|---|---|---|---|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
42
shares
|
$3,260
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
42
shares
|
$3,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
36
shares
|
$2,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
34
shares
|
$2,639
0.0% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
31
shares
|
$2,406
0.0% of portfolio
|
Q1 2025
Reduced 99.01%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
30
shares
|
$2,328
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
30
shares
|
$2,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
28
shares
|
$2,173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
27
shares
|
$2,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
27
shares
|
$2,095
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
26
shares
|
$2,018
0.0% of portfolio
|
Q1 2025
Reduced 93.93%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
26
shares
|
$2,018
0.0% of portfolio
|
Q4 2024
Reduced 79.69%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
26
shares
|
$2,018
0.0% of portfolio
|
Q1 2025
Added 333.33%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$1,940
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
25
shares
|
$1,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24
shares
|
$1,862
0.0% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
22
shares
|
$1,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
22
shares
|
$1,707
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
22
shares
|
$1,707
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
22
shares
|
$1,707
0.0% of portfolio
|
Q4 2022
Added 15.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
21
shares
|
$1,630
0.0% of portfolio
|
Q4 2022
Reduced 82.93%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
21
shares
|
$1,630
0.0% of portfolio
|
Q3 2024
Reduced 91.46%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
20
shares
|
$1,552
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
20
shares
|
$1,552
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$1,552
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|