Institutional Ownership Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU). We have compiled data on the 916 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
25
shares
|
$2,099
0.0% of portfolio
|
Q4 2024
Reduced 93.06%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
23
shares
|
$1,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
23
shares
|
$1,931
0.0% of portfolio
|
Q4 2024
Added 1050.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
22
shares
|
$1,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
22
shares
|
$1,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
22
shares
|
$1,847
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
22
shares
|
$1,847
0.0% of portfolio
|
Q4 2022
Added 15.79%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
21
shares
|
$1,763
0.0% of portfolio
|
Q3 2024
Reduced 91.46%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
21
shares
|
$1,763
0.0% of portfolio
|
Q4 2022
Reduced 82.93%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
20
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
20
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
Reduced 62.26%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
20
shares
|
$1,679
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
20
shares
|
$1,679
0.0% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$1,679
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
18
shares
|
$1,511
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
15
shares
|
$1,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14
shares
|
$1,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
14
shares
|
$1,175
0.0% of portfolio
|
Q4 2024
Reduced 82.28%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
14
shares
|
$1,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
13
shares
|
$1,091
0.0% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
13
shares
|
$1,091
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
12
shares
|
$1,007
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
11
shares
|
$923
0.0% of portfolio
|
Q4 2022
Reduced 69.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
10
shares
|
$839
0.0% of portfolio
|
Q3 2024
Reduced 92.37%
|