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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,929
shares
|
$238,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,869
shares
|
$233,536
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,862
shares
|
$232,966
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,855
shares
|
$232,397
0.04% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
2,850
shares
|
$231,990
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,847
shares
|
$231,745
0.0% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,830
shares
|
$230,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,812
shares
|
$228,896
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,798
shares
|
$227,757
0.01% of portfolio
|
Q4 2024
Added 249.31%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
2,783
shares
|
$226,536
0.01% of portfolio
|
Q4 2024
Reduced 22.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,745
shares
|
$223,443
0.01% of portfolio
|
Q4 2024
Reduced 21.5%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,732
shares
|
$222,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,646
shares
|
$215,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,630
shares
|
$214,082
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
2,629
shares
|
$214,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
2,605
shares
|
$212,047
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,604
shares
|
$211,965
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,583
shares
|
$210,256
0.01% of portfolio
|
Q4 2024
Reduced 61.57%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
2,575
shares
|
$209,605
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
2,572
shares
|
$209,360
0.0% of portfolio
|
Q4 2024
Reduced 52.06%
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,568
shares
|
$209,035
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
2,565
shares
|
$208,791
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
2,516
shares
|
$204,802
0.12% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,514
shares
|
$204,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
2,509
shares
|
$204,232
0.0% of portfolio
|
Q4 2024
Reduced 27.61%
|