Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 955 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
17,785
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2022
Reduced 43.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
17,740
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
17,591
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
17,496
shares
|
$1.19 Million
0.43% of portfolio
|
Q3 2025
Added 33.79%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
17,442
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
17,028
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
17,021
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
16,730
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
16,313
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
16,249
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
16,017
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
15,841
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
15,821
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,801
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
15,725
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
15,654
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
15,548
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
15,482
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
15,376
shares
|
$1.04 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
15,133
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
15,094
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
15,010
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
15,005
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
14,948
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
14,800
shares
|
$1 Million
0.01% of portfolio
|
Q4 2025
Reduced 2.34%
|
|