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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
105
shares
|
$7,114
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$6,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$6,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
93
shares
|
$6,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$6,098
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
90
shares
|
$6,098
0.0% of portfolio
|
Q4 2023
Reduced 91.74%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
87
shares
|
$5,895
0.0% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
87
shares
|
$5,895
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
86
shares
|
$5,827
0.0% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
85
shares
|
$5,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
83
shares
|
$5,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
81
shares
|
$5,488
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
80
shares
|
$5,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
80
shares
|
$5,420
0.0% of portfolio
|
Q3 2025
Reduced 78.49%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
78
shares
|
$5,285
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
76
shares
|
$5,149
0.0% of portfolio
|
Q3 2025
Added 38.18%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
75
shares
|
$5,082
0.0% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
66
shares
|
$4,472
0.0% of portfolio
|
Q4 2024
Reduced 75.91%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
64
shares
|
$4,336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
63
shares
|
$4,268
0.0% of portfolio
|
Q3 2025
Reduced 31.52%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
62
shares
|
$4,201
0.0% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
61
shares
|
$4,133
0.0% of portfolio
|
Q4 2022
Added 1120.0%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
59
shares
|
$3,997
0.0% of portfolio
|
Q3 2025
Reduced 98.28%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
59
shares
|
$3,997
0.0% of portfolio
|
Q3 2025
Added 136.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
54
shares
|
$3,659
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|