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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,486
shares
|
$236,211
0.0% of portfolio
|
Q3 2025
Added 93.67%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
3,453
shares
|
$233,975
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
3,420
shares
|
$231,739
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
3,416
shares
|
$231,468
0.0% of portfolio
|
Q3 2025
Reduced 92.75%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
3,400
shares
|
$230,384
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
3,373
shares
|
$228,554
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,371
shares
|
$228,418
0.05% of portfolio
|
Q3 2025
Added 849.58%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,356
shares
|
$227,402
0.11% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,352
shares
|
$227,131
0.0% of portfolio
|
Q3 2025
Reduced 87.36%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
3,315
shares
|
$224,624
0.11% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
3,301
shares
|
$223,675
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,275
shares
|
$221,914
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,265
shares
|
$221,236
0.0% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
3,258
shares
|
$220,762
0.01% of portfolio
|
Q3 2025
Reduced 71.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,246
shares
|
$219,948
0.0% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,231
shares
|
$218,932
0.02% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,225
shares
|
$218,526
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
3,170
shares
|
$214,799
0.2% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
3,143
shares
|
$212,969
0.11% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,123
shares
|
$211,614
0.0% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
3,117
shares
|
$211,207
0.0% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
3,109
shares
|
$210,665
0.07% of portfolio
|
Q3 2025
Reduced 22.85%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,108
shares
|
$210,598
0.01% of portfolio
|
Q3 2025
Reduced 44.51%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
3,090
shares
|
$209,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,085
shares
|
$209,039
0.0% of portfolio
|
Q3 2025
Reduced 3.68%
|
|