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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
4,711
shares
|
$319,217
0.07% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
4,701
shares
|
$318,539
0.24% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,677
shares
|
$316,913
0.02% of portfolio
|
Q2 2024
Added 3.74%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
4,673
shares
|
$316,642
0.01% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
4,615
shares
|
$312,712
0.24% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
4,545
shares
|
$307,969
0.01% of portfolio
|
Q3 2025
Reduced 68.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
4,494
shares
|
$304,513
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
4,494
shares
|
$304,513
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
4,478
shares
|
$303,429
0.03% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
4,450
shares
|
$301,532
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,410
shares
|
$298,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
4,405
shares
|
$298,482
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,322
shares
|
$292,858
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
4,315
shares
|
$292,384
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
4,300
shares
|
$291,368
0.21% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
4,264
shares
|
$288,928
0.02% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,257
shares
|
$288,454
0.02% of portfolio
|
Q3 2025
Added 34.76%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
4,243
shares
|
$287,505
0.06% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
4,240
shares
|
$287,302
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,200
shares
|
$284,592
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,192
shares
|
$284,049
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
4,147
shares
|
$281,000
0.0% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,133
shares
|
$280,052
0.12% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,078
shares
|
$276,325
0.0% of portfolio
|
Q3 2025
Added 49.65%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
4,006
shares
|
$271,446
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|