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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,390
shares
|
$161,946
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,205
shares
|
$149,410
0.01% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,092
shares
|
$141,753
0.01% of portfolio
|
Q4 2025
Reduced 22.55%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,065
shares
|
$139,924
0.05% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,011
shares
|
$136,265
0.01% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,000
shares
|
$135,520
0.04% of portfolio
|
Q1 2024
Added 900.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,985
shares
|
$134,503
0.0% of portfolio
|
Q3 2025
Reduced 26.62%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,955
shares
|
$132,470
0.0% of portfolio
|
Q3 2025
Added 31.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,872
shares
|
$126,846
0.0% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
1,753
shares
|
$118,783
0.06% of portfolio
|
Q3 2025
Added 564.02%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,750
shares
|
$118,580
0.01% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
1,710
shares
|
$115,869
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
1,657
shares
|
$112,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,607
shares
|
$108,890
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,580
shares
|
$107,060
0.05% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,532
shares
|
$103,808
0.02% of portfolio
|
Q3 2025
Added 22.56%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,400
shares
|
$94,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,361
shares
|
$92,221
0.0% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,351
shares
|
$91,543
0.01% of portfolio
|
Q1 2025
Added 148.35%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,326
shares
|
$89,849
0.02% of portfolio
|
Q2 2022
Added 39.14%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
1,300
shares
|
$88,088
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,229
shares
|
$83,277
0.0% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
1,196
shares
|
$81,040
0.01% of portfolio
|
Q3 2025
Added 240.74%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,178
shares
|
$79,821
0.02% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,172
shares
|
$79,414
0.0% of portfolio
|
Q3 2025
Reduced 6.91%
|
|