Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 921 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
8,313
shares
|
$676,678
0.0% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8,299
shares
|
$675,538
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
8,270
shares
|
$673,178
0.05% of portfolio
|
Q4 2024
Reduced 65.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,191
shares
|
$666,747
0.05% of portfolio
|
Q4 2024
Added 19.86%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
8,136
shares
|
$662,270
0.05% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
8,042
shares
|
$654,618
0.61% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
8,010
shares
|
$652,014
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
7,968
shares
|
$648,595
0.04% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
7,840
shares
|
$638,176
0.1% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,805
shares
|
$635,327
0.01% of portfolio
|
Q4 2024
Added 57.23%
|
|
|
Fluent Financial, LLC
|
Mar 03, 2025 Q4 2024 |
7,711
shares
|
$627,675
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,691
shares
|
$626,047
0.0% of portfolio
|
Q4 2024
Reduced 94.02%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
7,588
shares
|
$617,663
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
7,585
shares
|
$617,419
0.28% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
7,555
shares
|
$614,977
0.01% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
7,466
shares
|
$607,732
0.1% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,434
shares
|
$605,127
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
7,424
shares
|
$604,313
0.07% of portfolio
|
Q4 2024
Reduced 28.15%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,318
shares
|
$595,685
0.0% of portfolio
|
Q4 2024
Added 57.78%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Feb 14, 2025 Q4 2024 |
7,279
shares
|
$592,510
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
7,267
shares
|
$591,533
0.02% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Apr 02, 2025 Q4 2024 |
7,223
shares
|
$587,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,207
shares
|
$586,649
0.04% of portfolio
|
Q4 2022
Reduced 1.23%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,202
shares
|
$586,242
0.09% of portfolio
|
Q4 2024
Reduced 21.81%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
7,084
shares
|
$576,637
0.0% of portfolio
|
Q4 2024
Reduced 25.39%
|