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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
25
shares
|
$1,802
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
22
shares
|
$1,585
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
22
shares
|
$1,585
0.0% of portfolio
|
Q4 2022
Added 15.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
21
shares
|
$1,513
0.0% of portfolio
|
Q4 2022
Reduced 82.93%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
21
shares
|
$1,513
0.0% of portfolio
|
Q3 2024
Reduced 91.46%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
20
shares
|
$1,441
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
20
shares
|
$1,441
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
20
shares
|
$1,441
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$1,441
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
19
shares
|
$1,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
19
shares
|
$1,369
0.0% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
18
shares
|
$1,297
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
18
shares
|
$1,297
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16
shares
|
$1,153
0.0% of portfolio
|
Q2 2025
Reduced 75.76%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
15
shares
|
$1,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14
shares
|
$1,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13
shares
|
$937
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
13
shares
|
$937
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
12
shares
|
$865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$865
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
11
shares
|
$792
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
11
shares
|
$792
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
10
shares
|
$720
0.0% of portfolio
|
Q2 2025
New holding
|