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 |
|---|---|---|---|---|---|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$271,040
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,974
shares
|
$269,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,965
shares
|
$268,668
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
3,955
shares
|
$267,990
0.5% of portfolio
|
Q2 2025
Reduced 95.33%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
3,931
shares
|
$266,364
0.02% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,904
shares
|
$264,535
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
3,893
shares
|
$263,789
0.03% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,877
shares
|
$262,705
0.01% of portfolio
|
Q3 2025
Reduced 16.28%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,838
shares
|
$260,062
0.0% of portfolio
|
Q3 2025
Added 30.59%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,817
shares
|
$258,639
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,811
shares
|
$258,233
0.01% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,805
shares
|
$257,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,788
shares
|
$256,674
0.04% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,762
shares
|
$254,913
0.04% of portfolio
|
Q3 2025
Reduced 63.11%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
3,760
shares
|
$254,777
0.06% of portfolio
|
Q3 2025
Reduced 43.35%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,720
shares
|
$252,067
0.23% of portfolio
|
Q3 2022
Reduced 48.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,713
shares
|
$251,592
0.0% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
3,697
shares
|
$250,508
0.04% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
3,693
shares
|
$250,237
0.0% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
3,665
shares
|
$248,340
0.01% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,626
shares
|
$245,697
0.01% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,539
shares
|
$239,802
0.03% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,537
shares
|
$239,667
0.01% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,519
shares
|
$238,447
0.01% of portfolio
|
Q3 2025
Added 36.82%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3,489
shares
|
$236,414
0.0% of portfolio
|
Q3 2025
Reduced 13.55%
|
|