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DocuSign (DOCU) Institutional Ownership

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$90.21 -0.14 (-0.15%)
As of 01/3/2025 05:45 PM Eastern

Institutional Ownership Changes (13F Filings) for DocuSign (NASDAQ:DOCU)

Current
Institutional Ownership
Percentage
77.64%
Number of
Institutional Buyers
(last 12 months)
346
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$3.42B
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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
1/3/2025Everence Capital Management Inc.8,010$720K0.0%N/A0.004%
1/3/2025Modus Advisors LLC400$36K0.0%N/A0.000%
1/3/2025GAMMA Investing LLC803$72K0.0%+311.8%0.000%
12/26/2024JPMorgan Chase & Co.1,000,249$62.11M0.0%-0.3%0.495%
12/19/2024Principal Financial Group Inc.17,488$1.09M0.0%-1.2%0.009%
12/13/2024B. Riley Wealth Advisors Inc.3,497$219K0.0%-59.0%0.002%
12/10/2024Garden State Investment Advisory Services LLC3,386$210K0.1%N/A0.002%
11/27/2024Franklin Resources Inc.520,925$35.87M0.0%+12.1%0.258%
11/25/2024Tidal Investments LLC44,946$2.79M0.0%+62.8%0.022%
11/25/2024Optimist Retirement Group LLC4,416$274K0.1%+3.8%0.002%
11/25/2024Wilmington Savings Fund Society FSB819$51K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC37,274$2.31M0.1%N/A0.018%
11/25/2024Sanctuary Advisors LLC10,149$630K0.0%-38.4%0.005%
11/19/2024Hohimer Wealth Management LLC20,981$1.30M0.3%-11.0%0.010%
11/18/2024Rehmann Capital Advisory Group8,085$514K0.0%-4.7%0.004%
11/18/2024Sunbelt Securities Inc.3,247$202K0.0%-4.8%0.002%
11/18/2024Toronto Dominion Bank26,159$1.62M0.0%+30.3%0.013%
11/16/2024Geode Capital Management LLC3,483,184$215.79M0.0%+1.6%1.716%
11/15/2024M&T Bank Corp10,697$664K0.0%+5.5%0.005%
11/15/2024Executive Wealth Management LLC37,660$2.34M0.2%N/A0.019%
11/15/2024Barclays PLC292,141$18.14M0.0%-1.5%0.145%
11/15/2024Public Employees Retirement System of Ohio76,976$4.78M0.0%-0.6%0.038%
11/15/2024Nomura Asset Management Co. Ltd.148,594$9.23M0.0%+10.1%0.073%
11/15/2024Y Intercept Hong Kong Ltd47,957$2.98M0.2%N/A0.024%
11/15/2024MML Investors Services LLC12,034$747K0.0%+60.5%0.006%
11/15/2024XTX Topco Ltd7,615$473K0.0%-79.9%0.004%
11/15/2024Zacks Investment Management26,405$1.64M0.0%-48.7%0.013%
11/15/2024National Bank of Canada FI13,848$860K0.0%-8.6%0.007%
11/15/2024iA Global Asset Management Inc.9,358$581K0.0%+24.5%0.005%
11/15/2024EP Wealth Advisors LLC3,308$205K0.0%N/A0.002%
11/15/2024Kovitz Investment Group Partners LLC5,715$350K0.0%N/A0.003%
11/15/2024Virtus Investment Advisers Inc.21,170$1.31M1.0%+19.8%0.010%
11/15/2024Wellington Management Group LLP33,508$2.08M0.0%-5.2%0.017%
11/15/2024Worldquant Millennium Advisors LLC227,253$14.11M0.1%N/A0.112%
11/15/2024Two Sigma Advisers LP1,609,300$99.92M0.2%-33.4%0.793%
11/15/2024State Street Corp5,372,939$333.60M0.0%+2.3%2.647%
11/15/2024Stifel Financial Corp79,112$4.91M0.0%-1.7%0.039%
11/15/2024SYM FINANCIAL Corp3,389$210K0.0%N/A0.002%
11/15/2024Quantinno Capital Management LP201,546$12.51M0.2%+39.5%0.099%
11/15/2024RBF Capital LLC120,000$7.45M0.4%N/A0.059%
11/15/2024Royal London Asset Management Ltd.80,490$5.00M0.0%+4.5%0.040%
11/15/2024Point72 Asset Management L.P.257,385$15.98M0.0%+8.9%0.127%
11/15/2024Mission Creek Capital Partners Inc.21,934$1.36M0.3%+4.1%0.011%
11/15/2024Invenomic Capital Management LP112,189$6.97M0.4%-16.2%0.055%
11/15/2024Investment Management Corp of Ontario53,635$3.33M0.1%+182.7%0.026%
11/15/2024Itau Unibanco Holding S.A.443$28K0.0%N/A0.000%
11/15/2024Jacobs Levy Equity Management Inc.423,612$26.30M0.1%-57.2%0.209%
11/15/2024Janus Henderson Group PLC12,110$752K0.0%+13.1%0.006%
11/15/2024HighTower Advisors LLC55,413$3.44M0.0%-11.0%0.027%
11/15/2024Hilltop Holdings Inc.6,834$424K0.0%-31.3%0.003%
11/15/2024Garden State Investment Advisory Services LLC3,386$210K0.1%N/A0.002%
11/15/2024Concentric Capital Strategies LP53,884$3.35M0.1%-63.6%0.027%
11/15/2024Beck Capital Management LLC8,485$527K0.1%+6.9%0.004%
11/15/2024Audent Global Asset Management LLC5,683$353K0.6%-66.5%0.003%
11/15/2024Point72 Hong Kong Ltd16,996$1.06M0.1%-46.2%0.008%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp34,173$2.12M0.0%-13.2%0.017%
11/14/2024Maverick Capital Ltd.30,866$1.92M0.0%+5.1%0.015%
11/14/2024Edgestream Partners L.P.19,163$1.19M0.1%N/A0.009%
11/14/2024Firsthand Capital Management Inc.30,000$1.86M3.7%-71.4%0.015%
11/14/2024Caisse DE Depot ET Placement DU Quebec1,459,580$90.63M0.2%+42.4%0.719%
11/14/2024Captrust Financial Advisors38,587$2.40M0.0%+92.3%0.019%
11/14/2024Rockefeller Capital Management L.P.463,788$28.80M0.1%-0.5%0.229%
11/14/2024Martingale Asset Management L P46,255$2.87M0.1%+45.3%0.023%
11/14/2024Vinva Investment Management Ltd149,260$9.21M0.4%+4.6%0.074%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,659,367$103.03M0.0%+14.4%0.818%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank131,196$8.15M0.0%-56.7%0.065%
11/14/2024MetLife Investment Management LLC12,807$795K0.0%-1.9%0.006%
11/13/2024Caz Investments LP3,000$186K0.1%+50.0%0.001%
11/13/2024Glenmede Trust Co. NA793,301$49.26M0.2%+28.5%0.391%
11/13/2024Bridgewater Associates LP3,927$244K0.0%-97.0%0.002%
11/13/2024Freedom Investment Management Inc.3,245$201K0.0%N/A0.002%
11/13/2024Townsquare Capital LLC5,103$317K0.0%+3.7%0.003%
11/13/2024BNP Paribas Financial Markets126,529$7.86M0.0%-56.5%0.062%
11/13/2024Brooklyn Investment Group527$33K0.0%N/A0.000%
11/13/2024FMR LLC2,192,885$136.16M0.0%+16.8%1.080%
11/13/2024The Manufacturers Life Insurance Company53,508$3.32M0.0%+2.4%0.026%
11/13/2024West Tower Group LLC1,500$93K0.2%+50.0%0.001%
11/13/2024Bank of Montreal Can178,879$11.03M0.0%-1.6%0.088%
11/13/2024Canton Hathaway LLC19,205$1.19M0.3%-26.7%0.009%
11/13/2024Truvestments Capital LLC1,189$74K0.0%N/A0.001%
11/13/2024DRW Securities LLC5,460$339K0.0%N/A0.003%
11/13/2024Independent Advisor Alliance4,465$277K0.0%-12.0%0.002%
11/13/2024Harvest Fund Management Co. Ltd4,926$306K0.0%N/A0.002%
11/13/2024Dynamic Technology Lab Private Ltd7,059$438K0.0%-87.4%0.003%
11/13/2024Daiwa Securities Group Inc.15,533$964K0.0%-5.1%0.008%
11/12/2024Summit Trail Advisors LLC10,812$671K0.0%-13.1%0.005%
11/12/2024Centaurus Financial Inc.5,440$338K0.0%-9.3%0.003%
11/12/2024Swedbank AB124,131$7.71M0.0%+6.1%0.061%
11/12/2024Cerity Partners LLC101,600$6.31M0.0%+39.6%0.050%
11/12/2024Citigroup Inc.391,460$24.31M0.0%-36.8%0.193%
11/12/2024Charles Schwab Investment Management Inc.1,328,355$82.48M0.0%+1.2%0.654%
11/12/2024Pacer Advisors Inc.3,344,290$207.65M0.4%-5.0%1.648%
11/12/2024Massachusetts Financial Services Co. MA32,391$2.01M0.0%+1.4%0.016%
11/12/2024Integrated Investment Consultants LLC59,760$3.71M0.1%N/A0.029%
11/9/2024Foundry Partners LLC8,899$553K0.0%N/A0.004%
11/9/2024Primecap Management Co. CA487,840$30.29M0.0%+7.8%0.240%
11/9/2024Intech Investment Management LLC111,006$6.89M0.1%-58.0%0.055%
11/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.295,359$18.34M0.0%-3.4%0.146%
11/8/2024Citizens Financial Group Inc. RI5,857$364K0.0%-17.8%0.003%
11/8/2024Pzena Investment Management LLC6,379$396K0.0%-21.4%0.003%
(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, 699 institutional investors and hedge funds held shares of DocuSign. The most heavily invested institutionals were Vanguard Group Inc. ($1.27B), State Street Corp ($333.60M), Coatue Management LLC ($288.27M), Capital World Investors ($249.36M), Price T Rowe Associates Inc. MD ($221.07M), American Century Companies Inc. ($219.32M), and Geode Capital Management LLC ($215.79M).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 566 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), Wellington Management Group LLP ($3.40M), Jericho Capital Asset Management L.P. ($2.60M), Thrivent Financial for Lutherans ($2.49M), Assenagon Asset Management S.A. ($2.40M), and Norges Bank ($2.25M).

How much institutional buying is happening at DocuSign?

Institutional investors have bought a total of 64,553,416 shares in the last 24 months. This purchase volume represents approximately $3.54B in transactions.

Which DocuSign major shareholders have been selling company stock?

Of the 384 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), Franklin Resources Inc. ($38.99M), Polen Capital Management LLC ($8.87M), Russell Investments Group Ltd. ($6.29M), Fisher Asset Management LLC ($5.81M), Flossbach Von Storch AG ($5.81M), and Price T Rowe Associates Inc. MD ($4.28M).

How much institutional selling is happening at DocuSign?

Institutional investors have sold a total of 135,959,024 shares in the last 24 months. This volume of shares sold represents approximately $7.56B in transactions.



This page (NASDAQ:DOCU) was last updated on 1/4/2025 by MarketBeat.com Staff
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