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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
28
shares
|
$1,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
28
shares
|
$1,897
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
27
shares
|
$1,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
27
shares
|
$1,829
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
26
shares
|
$1,761
0.0% of portfolio
|
Q4 2024
Reduced 79.69%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
25
shares
|
$1,694
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
25
shares
|
$1,694
0.0% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$1,694
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
24
shares
|
$1,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
24
shares
|
$1,626
0.0% of portfolio
|
Q4 2025
Reduced 44.19%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
23
shares
|
$1,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$1,558
0.0% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
22
shares
|
$1,490
0.0% of portfolio
|
Q4 2022
Added 15.79%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
21
shares
|
$1,422
0.0% of portfolio
|
Q3 2024
Reduced 91.46%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
21
shares
|
$1,422
0.0% of portfolio
|
Q4 2022
Reduced 82.93%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$1,355
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
20
shares
|
$1,355
0.0% of portfolio
|
Q3 2025
Reduced 57.45%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
20
shares
|
$1,355
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
19
shares
|
$1,287
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,219
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,219
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
18
shares
|
$1,219
0.0% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
18
shares
|
$1,219
0.0% of portfolio
|
Q4 2024
New holding
|
|