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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9
shares
|
$698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
8
shares
|
$620
0.0% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
7
shares
|
$543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
7
shares
|
$543
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
7
shares
|
$543
0.04% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$465
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6
shares
|
$465
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6
shares
|
$465
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
6
shares
|
$465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5
shares
|
$388
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
5
shares
|
$388
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
5
shares
|
$388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
5
shares
|
$388
0.0% of portfolio
|
Q1 2025
Reduced 88.37%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5
shares
|
$388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4
shares
|
$310
0.0% of portfolio
|
Q4 2023
Reduced 96.3%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4
shares
|
$310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$155
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2
shares
|
$155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2
shares
|
$155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
2
shares
|
$155
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2
shares
|
$155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q1 2024
Reduced 97.96%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2024
New holding
|