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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
334
shares
|
$22,631
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
323
shares
|
$21,886
0.0% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
315
shares
|
$21,344
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
306
shares
|
$20,734
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
305
shares
|
$20,666
0.0% of portfolio
|
Q3 2025
Added 2950.0%
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
300
shares
|
$20,328
0.01% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
298
shares
|
$20,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
295
shares
|
$19,989
0.01% of portfolio
|
Q3 2025
Added 28.82%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
286
shares
|
$19,379
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
282
shares
|
$19,108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$18,634
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
275
shares
|
$18,634
0.0% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
264
shares
|
$17,888
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
250
shares
|
$16,940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
246
shares
|
$16,668
0.0% of portfolio
|
Q3 2025
Reduced 21.15%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
235
shares
|
$15,923
0.01% of portfolio
|
Q4 2020
Added 46.88%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
235
shares
|
$15,923
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
223
shares
|
$15,110
0.0% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
217
shares
|
$14,703
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
216
shares
|
$14,636
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
214
shares
|
$14,500
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
200
shares
|
$13,552
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
200
shares
|
$13,552
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
200
shares
|
$13,552
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
199
shares
|
$13,484
0.0% of portfolio
|
Q3 2025
New holding
|
|