Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 792 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 $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
19
shares
|
$1,717
0.0% of portfolio
|
Q3 2024
Added 375.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,627
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
15
shares
|
$1,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
15
shares
|
$1,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
13
shares
|
$1,175
0.0% of portfolio
|
Q3 2024
Reduced 97.75%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
13
shares
|
$1,175
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,085
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
11
shares
|
$994
0.0% of portfolio
|
Q3 2024
Reduced 97.84%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
11
shares
|
$994
0.0% of portfolio
|
Q4 2022
Reduced 69.44%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
10
shares
|
$904
0.0% of portfolio
|
Q3 2023
Reduced 78.72%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
10
shares
|
$904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
10
shares
|
$904
0.0% of portfolio
|
Q3 2024
Reduced 92.37%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
9
shares
|
$813
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
9
shares
|
$813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
8
shares
|
$723
0.0% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
8
shares
|
$723
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
7
shares
|
$632
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
7
shares
|
$632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$542
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6
shares
|
$542
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5
shares
|
$452
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
5
shares
|
$452
0.03% of portfolio
|
Q3 2024
Reduced 61.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5
shares
|
$452
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
5
shares
|
$452
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|