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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
15
shares
|
$1,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
14
shares
|
$948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14
shares
|
$948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
14
shares
|
$948
0.0% of portfolio
|
Q3 2025
Reduced 99.09%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$948
0.0% of portfolio
|
Q3 2025
Reduced 96.21%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13
shares
|
$880
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
13
shares
|
$880
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
12
shares
|
$813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$813
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
11
shares
|
$745
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$677
0.0% of portfolio
|
Q3 2023
Reduced 78.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
10
shares
|
$677
0.0% of portfolio
|
Q3 2025
Reduced 85.92%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
10
shares
|
$677
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10
shares
|
$677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
9
shares
|
$609
0.0% of portfolio
|
Q2 2025
Reduced 59.09%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
8
shares
|
$542
0.0% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
8
shares
|
$542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
7
shares
|
$474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
7
shares
|
$474
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
7
shares
|
$474
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
6
shares
|
$406
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
6
shares
|
$406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6
shares
|
$406
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$406
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$338
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|