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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
20
shares
|
$1,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
20
shares
|
$1,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
20
shares
|
$1,552
0.0% of portfolio
|
Q4 2024
Reduced 62.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
19
shares
|
$1,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
18
shares
|
$1,397
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
18
shares
|
$1,397
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
17
shares
|
$1,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16
shares
|
$1,241
0.0% of portfolio
|
Q2 2025
Reduced 75.76%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
15
shares
|
$1,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14
shares
|
$1,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
13
shares
|
$1,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
12
shares
|
$931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
12
shares
|
$931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$931
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
11
shares
|
$853
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
11
shares
|
$853
0.0% of portfolio
|
Q4 2022
Reduced 69.44%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
11
shares
|
$853
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q3 2023
Reduced 78.72%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9
shares
|
$698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$620
0.0% of portfolio
|
Q4 2024
New holding
|