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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
54
shares
|
$3,659
0.0% of portfolio
|
Q3 2025
Added 145.45%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$3,523
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
50
shares
|
$3,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
50
shares
|
$3,388
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
50
shares
|
$3,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
48
shares
|
$3,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
47
shares
|
$3,184
0.12% of portfolio
|
Q3 2025
Added 487.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
47
shares
|
$3,184
0.0% of portfolio
|
Q3 2025
Reduced 45.98%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
46
shares
|
$3,116
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
45
shares
|
$3,049
0.0% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
45
shares
|
$3,049
0.0% of portfolio
|
Q2 2022
Reduced 47.67%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
45
shares
|
$3,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
45
shares
|
$3,049
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
44
shares
|
$2,981
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
43
shares
|
$2,913
0.0% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
41
shares
|
$2,778
0.0% of portfolio
|
Q3 2025
Reduced 78.65%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
40
shares
|
$2,710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
39
shares
|
$2,642
0.0% of portfolio
|
Q3 2025
Added 34.48%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
39
shares
|
$2,642
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
36
shares
|
$2,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
34
shares
|
$2,303
0.0% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
31
shares
|
$2,100
0.0% of portfolio
|
Q3 2025
Added 93.75%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
30
shares
|
$2,032
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
30
shares
|
$2,032
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
29
shares
|
$1,965
0.0% of portfolio
|
Q3 2025
Added 52.63%
|
|