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DocuSign (DOCU) Institutional Ownership

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$82.81 +1.14 (+1.40%)
Closing price 04/25/2025 04:00 PM Eastern
Extended Trading
$82.99 +0.18 (+0.22%)
As of 04/25/2025 07:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for DocuSign (NASDAQ:DOCU)

Current
Institutional Ownership
Percentage
77.64%
Number of
Institutional Buyers
(last 12 months)
520
Total
Institutional Inflows
(last 12 months)
$3.80B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$4.58B
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DOCU Institutional Buying and Selling by Quarter

DocuSign Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025CHURCHILL MANAGEMENT Corp8,592$699K0.0%-8.7%0.004%
4/25/2025Essex LLC5,938$483K0.1%-2.1%0.003%
4/25/2025Washington Trust Advisors Inc.17,013$1.39M0.1%-2.3%0.008%
4/25/2025Ameritas Advisory Services LLC15,452$1.26M0.1%-26.6%0.008%
4/25/2025New York State Teachers Retirement System187,388$15.25M0.0%+0.8%0.093%
4/25/2025Amalgamated Bank96,463$7.85M0.1%-3.1%0.048%
4/25/2025Essex Financial Services Inc.6,559$534K0.0%-3.2%0.003%
4/25/2025Prakash Investment Advisors LLC5,000$407K0.5%-44.4%0.002%
4/25/2025KBC Group NV1,442,563$117.43M0.4%-6.0%0.712%
4/25/2025Sumitomo Mitsui Trust Group Inc.451,662$36.77M0.0%-1.3%0.223%
4/24/2025 Sunbelt Securities Inc.2,979$242K0.0%-8.3%0.001%
4/24/2025 Allspring Global Investments Holdings LLC77,267$6.39M0.0%-23.3%0.038%
4/24/2025 Jag Capital Management LLC2,964$241K0.0%N/A0.001%
4/24/2025 Mirae Asset Global Investments Co. Ltd.1,379$115K0.0%-45.0%0.001%
4/24/2025 Achmea Investment Management B.V.172,453$14.04M0.2%-15.2%0.085%
4/24/2025 Philip James Wealth Mangement LLC4,470$364K0.0%-11.4%0.002%
4/24/2025 Illinois Municipal Retirement Fund88,215$7.18M0.1%-17.3%0.044%
4/24/2025 Board of the Pension Protection Fund9,500$773K0.9%N/A0.005%
4/24/2025 Total Wealth Planning & Management Inc.3,024$246K0.2%-12.9%0.001%
4/24/2025 Perpetual Ltd8,154$664K0.0%+147.2%0.004%
4/24/2025 MFG Wealth Management Inc.23,729$1.93M1.8%-23.6%0.012%
4/23/2025 Robeco Institutional Asset Management B.V.490,720$39.95M0.1%-36.1%0.242%
4/23/2025 Golden State Wealth Management LLC384$31K0.0%+519.4%0.000%
4/23/2025 Bessemer Group Inc.602$49K0.0%+27.5%0.000%
4/23/2025 Spire Wealth Management1,204$98K0.0%+947.0%0.001%
4/23/2025 Silver Lake Advisory LLC40,207$3.27M1.4%+1.7%0.020%
4/23/2025 Moran Wealth Management LLC13,842$1.13M0.0%-6.6%0.007%
4/23/2025 International Assets Investment Management LLC4,964$404K0.0%+9.9%0.002%
4/23/2025 Asset Management One Co. Ltd.77,995$6.35M0.0%+3.1%0.039%
4/23/2025 Oppenheimer & Co. Inc.12,083$984K0.0%-3.7%0.006%
4/22/2025 Consolidated Planning Corp39,453$3.21M0.4%N/A0.019%
4/22/2025 Flagship Harbor Advisors LLC4,964$404K0.0%+8.1%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.50,093$4.08M0.0%+2.6%0.025%
4/22/2025 Paradiem LLC53,522$4.36M1.2%N/A0.026%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund5,828$474K0.0%N/A0.003%
4/22/2025 Kentucky Retirement Systems13,684$1.11M0.0%N/A0.007%
4/22/2025 Praxis Investment Management Inc.5,800$472K0.0%-27.6%0.003%
4/22/2025 Perfromance Wealth Partners LLC2,500$204K0.0%N/A0.001%
4/22/2025 Putney Financial Group LLC509$41K0.0%-29.5%0.000%
4/22/2025 Advisor Resource Council3,420$271K0.0%N/A0.002%
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4/21/2025 Retirement Systems of Alabama465,567$37.90M0.1%-0.2%0.230%
4/21/2025 Blue Trust Inc.1,128$92K0.0%+61.1%0.001%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,769$230K0.0%N/A0.001%
4/21/2025 United Advisor Group LLC3,883$316K0.1%+11.6%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.4,132$336K0.0%+23.9%0.002%
4/21/2025 State of Alaska Department of Revenue23,675$1.93M0.0%+2.3%0.012%
4/18/2025 Prosperity Wealth Management Inc.7,435$605K0.3%-2.0%0.004%
4/18/2025 Global Trust Asset Management LLC1,780$145K0.1%-18.0%0.001%
4/17/2025 Grimes & Company Inc.10,975$893K0.0%-95.7%0.005%
4/17/2025 QRG Capital Management Inc.66,242$5.39M0.1%+10.1%0.033%
4/17/2025 Adero Partners LLC3,231$263K0.0%+7.0%0.002%
4/17/2025 Janney Montgomery Scott LLC41,359$3.37M0.0%+6.6%0.020%
4/17/2025 Mn Services Vermogensbeheer B.V.74,100$6.03M0.0%-9.7%0.037%
4/17/2025 Fairvoy Private Wealth LLC7,322$596K0.2%-80.3%0.004%
4/17/2025 Optas LLC3,088$251K0.0%+7.6%0.002%
4/17/2025 Brighton Jones LLC7,579$617K0.0%-9.3%0.004%
4/17/2025 Exchange Traded Concepts LLC2,847$232K0.0%-30.6%0.001%
4/17/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH26,953$2.19M0.1%-52.3%0.013%
4/17/2025 Ritholtz Wealth Management3,926$320K0.0%+58.5%0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC108,232$8.81M0.0%+528.7%0.053%
4/15/2025 Greenwood Capital Associates LLC9,635$784K0.1%N/A0.005%
4/15/2025 Fifth Third Bancorp1,391$113K0.0%+26.2%0.001%
4/15/2025 Assenagon Asset Management S.A.239,613$19.50M0.0%-41.7%0.118%
4/15/2025 SG Americas Securities LLC6,451$525K0.0%-92.6%0.003%
4/15/2025 Simplicity Wealth LLC19,785$1.61M0.1%N/A0.010%
4/15/2025 GAMMA Investing LLC3,519$286K0.0%+338.2%0.002%
4/14/2025 Yousif Capital Management LLC69,907$5.69M0.1%-2.5%0.035%
4/14/2025 Farther Finance Advisors LLC4,827$399K0.0%+218.6%0.002%
4/14/2025 Selective Wealth Management Inc.46,295$3.44M1.5%-3.0%0.023%
4/14/2025 Park Avenue Securities LLC11,986$976K0.0%+13.5%0.006%
4/14/2025 Miracle Mile Advisors LLC3,026$246K0.0%+5.8%0.001%
4/14/2025 Patriot Financial Group Insurance Agency LLC9,719$791K0.1%+23.0%0.005%
4/14/2025 UMB Bank n.a.1,995$162K0.0%+114.5%0.001%
4/11/2025 Sovereign Financial Group Inc.2,992$244K0.1%-7.1%0.001%
4/11/2025 SeaCrest Wealth Management LLC6,474$527K0.1%-12.8%0.003%
4/11/2025 Intellectus Partners LLC5,827$474K0.1%-11.4%0.003%
4/10/2025 Retireful LLC13,510$1.12M1.1%-16.7%0.007%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,920$156K0.0%+22.3%0.001%
4/10/2025 Fluent Financial LLC7,169$584K0.3%-7.0%0.004%
4/10/2025 Gilman Hill Asset Management LLC84,326$6.86M1.2%+4.9%0.042%
4/9/2025 RFG Advisory LLC3,366$274K0.0%N/A0.002%
4/9/2025 Merit Financial Group LLC18,332$1.49M0.0%-1.0%0.009%
4/9/2025 Mitchell & Pahl Private Wealth LLC20,717$1.69M0.8%-1.1%0.010%
4/8/2025 Rhumbline Advisers601,909$49.00M0.0%-1.0%0.297%
4/8/2025 J2 Capital Management Inc4,335$353K0.3%N/A0.002%
4/8/2025 Parallel Advisors LLC4,764$388K0.0%+71.8%0.002%
4/7/2025 GAMMA Investing LLC286,447$23.32M0.0%+35,572.1%0.141%
4/3/2025 Versant Capital Management Inc4,606$375K0.1%+126.3%0.002%
4/2/2025 Kera Capital Partners Inc.3,607$294K0.1%+13.0%0.002%
4/1/2025 MassMutual Private Wealth & Trust FSB453$37K0.0%+153.1%0.000%
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3/24/2025Wellington Management Group LLP386,680$34.78M0.0%+1,054.0%0.191%
3/24/2025 Mascagni Wealth Management Inc.1,716$154K0.1%N/A0.001%
3/18/2025California State Teachers Retirement System309,295$27.82M0.0%-3.5%0.153%
3/18/2025111 Capital19,130$1.72M0.4%N/A0.009%
3/17/2025 Wealth Enhancement Advisory Services LLC17,215$1.55M0.0%+17.9%0.009%
3/6/2025Wood Tarver Financial Group LLC422$37K0.0%N/A0.000%
3/4/2025Audent Global Asset Management LLC27,425$2.47M1.6%+382.6%0.014%
3/4/2025Siemens Fonds Invest GmbH8,580$772K0.0%N/A0.004%
3/3/2025 Fluent Financial LLC7,711$694K0.3%N/A0.004%
2/28/2025 Total Wealth Planning & Management Inc.3,472$312K0.3%N/A0.002%
(Data available from 1/1/2016 forward)

DOCU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DOCU shares?

During the previous two years, 826 institutional investors and hedge funds held shares of DocuSign. The most heavily invested institutionals were Vanguard Group Inc. ($1.95B), FMR LLC ($548.73M), American Century Companies Inc. ($478.07M), Jericho Capital Asset Management L.P. ($427.64M), Renaissance Technologies LLC ($392.43M), Price T Rowe Associates Inc. MD ($385.96M), and Geode Capital Management LLC ($335.15M).Learn more on DOCU's institutional investors.

What percentage of DocuSign stock is owned by institutional investors?

77.64% of DocuSign stock is owned by institutional investors. Learn more on DOCU's institutional investor holdings.

Which institutional investors have been buying DocuSign stock?

Of the 699 institutional investors that purchased DocuSign stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($7.57M), Coatue Management LLC ($4.85M), Norges Bank ($4.73M), FMR LLC ($4.22M), Wellington Management Group LLP ($4.10M), Jericho Capital Asset Management L.P. ($3.80M), and Invesco Ltd. ($2.58M).

How much institutional buying is happening at DocuSign?

Institutional investors have bought a total of 87,253,810 shares in the last 24 months. This purchase volume represents approximately $5.87B in transactions.

Which DocuSign major shareholders have been selling company stock?

Of the 418 institutional investors that sold DocuSign stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($39.88M), Polen Capital Management LLC ($8.43M), Price T Rowe Associates Inc. MD ($6.82M), Russell Investments Group Ltd. ($6.39M), Fisher Asset Management LLC ($5.81M), Pacer Advisors Inc. ($3.39M), and Two Sigma Advisers LP ($2.10M).

How much institutional selling is happening at DocuSign?

Institutional investors have sold a total of 101,453,683 shares in the last 24 months. This volume of shares sold represents approximately $6.24B in transactions.



This page (NASDAQ:DOCU) was last updated on 4/26/2025 by MarketBeat.com Staff
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