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 |
|---|---|---|---|---|---|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
10
shares
|
$839
0.0% of portfolio
|
Q3 2023
Reduced 78.72%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
10
shares
|
$839
0.0% of portfolio
|
Q4 2024
Reduced 98.61%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
9
shares
|
$755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
9
shares
|
$755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8
shares
|
$671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
8
shares
|
$671
0.0% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
8
shares
|
$671
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
7
shares
|
$587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
7
shares
|
$587
0.03% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
7
shares
|
$587
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
6
shares
|
$503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6
shares
|
$503
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
6
shares
|
$503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$503
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
5
shares
|
$419
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
5
shares
|
$419
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
5
shares
|
$419
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5
shares
|
$419
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
5
shares
|
$419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5
shares
|
$419
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4
shares
|
$335
0.0% of portfolio
|
Q4 2023
Reduced 96.3%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4
shares
|
$335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
4
shares
|
$335
0.0% of portfolio
|
Q1 2024
Added 375.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
3
shares
|
$251
0.0% of portfolio
|
Q4 2024
New holding
|