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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,172
shares
|
$176,800
0.08% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
2,133
shares
|
$173,626
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,044
shares
|
$166,381
0.01% of portfolio
|
Q4 2024
Added 113.36%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,011
shares
|
$163,695
0.01% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$162,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,000
shares
|
$162,800
0.04% of portfolio
|
Q1 2024
Added 900.0%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
1,995
shares
|
$162,393
0.0% of portfolio
|
Q1 2025
Added 114.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,920
shares
|
$156,288
0.03% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,872
shares
|
$152,380
0.01% of portfolio
|
Q4 2024
Reduced 46.04%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,744
shares
|
$141,961
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
1,716
shares
|
$139,682
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,686
shares
|
$137,240
0.0% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,651
shares
|
$134,391
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,607
shares
|
$130,809
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,517
shares
|
$123,483
0.02% of portfolio
|
Q4 2024
Added 622.38%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$122,100
0.01% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,391
shares
|
$113,227
0.0% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,326
shares
|
$107,936
0.02% of portfolio
|
Q2 2022
Added 39.14%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
1,302
shares
|
$105,982
0.0% of portfolio
|
Q4 2024
Added 33.54%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,233
shares
|
$100,366
0.07% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,221
shares
|
$99,389
0.0% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,200
shares
|
$97,680
0.0% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,130
shares
|
$91,982
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,102
shares
|
$89,702
0.0% of portfolio
|
Q4 2024
Added 7246.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,095
shares
|
$89,133
0.03% of portfolio
|
Q4 2024
Reduced 7.91%
|