Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 954 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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
195
shares
|
$13,213
0.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
179
shares
|
$12,129
0.01% of portfolio
|
Q4 2021
Reduced 81.53%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
177
shares
|
$11,993
0.0% of portfolio
|
Q3 2025
Added 58.04%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
175
shares
|
$11,858
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
175
shares
|
$11,858
0.0% of portfolio
|
Q4 2020
Closed
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
172
shares
|
$11,654
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
171
shares
|
$11,586
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
165
shares
|
$11,180
0.01% of portfolio
|
Q3 2025
Reduced 37.74%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
164
shares
|
$11,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
158
shares
|
$10,706
0.0% of portfolio
|
Q2 2023
Reduced 8.67%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
147
shares
|
$9,960
0.05% of portfolio
|
Q3 2025
Reduced 22.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
143
shares
|
$9,689
0.0% of portfolio
|
Q3 2025
Reduced 98.96%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
141
shares
|
$9,554
0.0% of portfolio
|
Q3 2025
Added 41.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
139
shares
|
$9,418
0.0% of portfolio
|
Q2 2022
Reduced 2.8%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
138
shares
|
$9,350
0.0% of portfolio
|
Q3 2025
Added 38.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
137
shares
|
$9,283
0.0% of portfolio
|
Q3 2025
Added 47.31%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
136
shares
|
$9,215
0.0% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
133
shares
|
$9,012
0.01% of portfolio
|
Q3 2025
Added 19.82%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
133
shares
|
$9,012
0.0% of portfolio
|
Q3 2025
Reduced 71.58%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
132
shares
|
$8,944
0.0% of portfolio
|
Q3 2025
Reduced 32.31%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
128
shares
|
$8,673
0.01% of portfolio
|
Q4 2021
Added 80.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
126
shares
|
$8,537
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
115
shares
|
$7,792
0.0% of portfolio
|
Q4 2025
Added 17.35%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
108
shares
|
$7,318
0.0% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
105
shares
|
$7,114
0.0% of portfolio
|
Q3 2025
Added 6.06%
|
|