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 |
|---|---|---|---|---|---|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
10
shares
|
$720
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
10
shares
|
$720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
10
shares
|
$720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$720
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
10
shares
|
$720
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
10
shares
|
$720
0.0% of portfolio
|
Q3 2023
Reduced 78.72%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10
shares
|
$720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
9
shares
|
$648
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
9
shares
|
$648
0.0% of portfolio
|
Q2 2025
Reduced 59.09%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
8
shares
|
$576
0.03% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
8
shares
|
$576
0.0% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
7
shares
|
$504
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
7
shares
|
$504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
7
shares
|
$504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
7
shares
|
$504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6
shares
|
$432
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$432
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6
shares
|
$432
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$360
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
5
shares
|
$360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
5
shares
|
$360
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
5
shares
|
$360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$360
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
5
shares
|
$360
0.0% of portfolio
|
Q1 2023
New holding
|