Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 923 institutions that hold shares in the stock, with a total of 160 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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
3,415
shares
|
$277,981
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
3,410
shares
|
$277,574
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,366
shares
|
$273,992
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,347
shares
|
$272,445
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
3,335
shares
|
$271,469
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,334
shares
|
$271,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
3,301
shares
|
$268,701
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
3,298
shares
|
$268,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
3,258
shares
|
$265,201
0.0% of portfolio
|
Q4 2024
Reduced 56.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,247
shares
|
$264,305
0.03% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
3,230
shares
|
$262,922
0.19% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,219
shares
|
$262,026
0.02% of portfolio
|
Q4 2024
Reduced 53.82%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
3,174
shares
|
$258,363
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
3,144
shares
|
$255,921
0.0% of portfolio
|
Q4 2024
Reduced 94.18%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
3,124
shares
|
$254,293
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,088
shares
|
$251,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,064
shares
|
$249,409
0.0% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
3,038
shares
|
$247,293
0.02% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,026
shares
|
$246,316
0.01% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,019
shares
|
$245,746
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
3,004
shares
|
$244,525
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$244,200
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,992
shares
|
$243,548
0.06% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
2,991
shares
|
$243,467
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,962
shares
|
$241,106
0.04% of portfolio
|
Q4 2024
Reduced 21.91%
|