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DocuSign (DOCU) Institutional Ownership

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$96.50 -0.23 (-0.24%)
Closing price 02/3/2025 04:00 PM Eastern
Extended Trading
$96.92 +0.42 (+0.43%)
As of 08:52 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
390
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
222
Total
Institutional Outflows
(last 12 months)
$3.81B
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DOCU Institutional Buying and Selling by Quarter

DocuSign Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/4/2025MONECO Advisors LLC17,030$1.53M0.2%N/A0.008%
2/4/2025Wealthspire Advisors LLC6,457$581K0.0%+6.5%0.003%
2/3/2025First Horizon Advisors Inc.397$36K0.0%+102.6%0.000%
2/3/2025Sigma Planning Corp6,978$628K0.0%+48.4%0.003%
2/3/2025Thompson Davis & CO. Inc.3,410$307K0.2%N/A0.002%
2/3/2025Cassaday & Co Wealth Management LLC5,183$466K0.0%N/A0.003%
2/3/2025Aspen Investment Management Inc13,375$1.20M0.6%+258.1%0.007%
2/3/2025Prakash Investment Advisors LLC9,000$809K0.8%N/A0.004%
2/3/2025Handelsbanken Fonder AB51,700$4.65M0.0%-2.8%0.026%
2/3/2025Ieq Capital LLC15,828$1.42M0.0%-2.6%0.008%
2/3/2025Private Advisor Group LLC29,811$2.68M0.0%+3.5%0.015%
2/3/2025Good Life Advisors LLC2,474$223K0.0%N/A0.001%
1/31/2025 Global Retirement Partners LLC2,253$203K0.0%+113.6%0.001%
1/31/2025 Convergence Investment Partners LLC42,061$3.78M0.8%+8.5%0.021%
1/31/2025 New York State Common Retirement Fund248,577$22.36M0.0%+127.6%0.123%
1/31/2025 Kestra Investment Management LLC329$30K0.0%N/A0.000%
1/31/2025 Atria Wealth Solutions Inc.8,958$806K0.0%-44.4%0.004%
1/31/2025 Kornitzer Capital Management Inc. KS9,300$836K0.0%N/A0.005%
1/31/2025 Venturi Wealth Management LLC2,583$232K0.0%-61.6%0.001%
1/31/2025 Truist Financial Corp7,318$658K0.0%+57.8%0.004%
1/31/2025 CIBC Asset Management Inc8,313$748K0.0%+14.0%0.004%
1/31/2025 Meredith Wealth Planning2,565$231K0.1%N/A0.001%
1/31/2025 Sanctuary Advisors LLC9,432$904K0.0%-7.1%0.005%
1/31/2025 Principal Financial Group Inc.546,796$49.18M0.0%+3,026.7%0.271%
1/31/2025 State of New Jersey Common Pension Fund D75,034$6.75M0.0%-0.8%0.037%
1/31/2025 Philip James Wealth Mangement LLC5,045$454K0.1%-15.5%0.002%
1/31/2025 J.W. Cole Advisors Inc.8,321$748K0.0%+4.7%0.004%
1/30/2025 Csenge Advisory Group4,905$441K0.0%+38.4%0.002%
1/30/2025 Allworth Financial LP977$90K0.0%+31.5%0.000%
1/30/2025 Strategic Financial Concepts LLC12,879$1.16M0.0%N/A0.006%
1/30/2025 Principal Securities Inc.8,406$756K0.0%+52.4%0.004%
1/30/2025 Rhumbline Advisers608,123$54.70M0.0%+118.8%0.301%
1/30/2025 New Mexico Educational Retirement Board41,800$3.76M0.1%N/A0.021%
1/30/2025 Valeo Financial Advisors LLC2,830$255K0.0%N/A0.001%
1/30/2025 Blue Trust Inc.700$63K0.0%-52.9%0.000%
1/30/2025 New York State Teachers Retirement System185,850$16.72M0.0%+894.3%0.092%
1/30/2025 Vontobel Holding Ltd.14,128$1.27M0.0%-79.0%0.007%
1/30/2025 Asset Management One Co. Ltd.75,662$7.04M0.0%+3.5%0.037%
1/29/2025 Hudock Inc.2,361$212K0.0%N/A0.001%
1/29/2025 Fiera Capital Corp532,802$47.92M0.2%N/A0.264%
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1/29/2025 MFG Wealth Management Inc.31,077$2.80M2.6%N/A0.015%
1/29/2025 Van ECK Associates Corp51,858$4.66M0.0%N/A0.026%
1/29/2025 Avion Wealth487$43K0.0%+309.2%0.000%
1/29/2025 Allspring Global Investments Holdings LLC100,795$9.11M0.0%-4.6%0.050%
1/29/2025 TFB Advisors LLC3,469$312K0.1%N/A0.002%
1/29/2025 Certuity LLC4,036$363K0.0%N/A0.002%
1/29/2025 Louisiana State Employees Retirement System56,300$5.06M0.1%N/A0.028%
1/29/2025 CAP Partners LLC2,862$257K0.2%N/A0.001%
1/29/2025 Weatherly Asset Management L. P.2,453$221K0.0%N/A0.001%
1/29/2025 Savant Capital LLC45,722$4.11M0.0%+1.0%0.023%
1/29/2025 Burns Matteson Capital Management LLC5,744$517K0.3%N/A0.003%
1/28/2025 Essex LLC6,068$546K0.1%-9.3%0.003%
1/28/2025 Empowered Funds LLC28,230$2.54M0.0%-83.6%0.014%
1/28/2025 Kingsview Wealth Management LLC2,514$226K0.0%N/A0.001%
1/28/2025 Apollon Wealth Management LLC2,336$210K0.0%-28.4%0.001%
1/28/2025 Westbourne Investment Advisors Inc.45,835$4.12M1.4%-7.0%0.023%
1/28/2025 Prairie Wealth Advisors Inc.8,399$755K0.4%-6.9%0.004%
1/28/2025 Fairvoy Private Wealth LLC37,197$3.35M0.9%N/A0.018%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd42,706$3.84M0.0%+3.1%0.021%
1/28/2025 Sumitomo Mitsui Trust Group Inc.457,519$41.15M0.0%-3.7%0.226%
1/28/2025 Strategic Financial Concepts LLC12,879$1.16M0.0%N/A0.006%
1/27/2025 Telos Capital Management Inc.2,455$221K0.0%N/A0.001%
1/27/2025 Silver Oak Securities Incorporated2,133$196K0.0%N/A0.001%
1/27/2025 Financial Advocates Investment Management7,968$717K0.0%-6.7%0.004%
1/27/2025 State of Alaska Department of Revenue23,145$2.08M0.0%+494.2%0.011%
1/27/2025 Adero Partners LLC3,019$272K0.0%N/A0.001%
1/27/2025 Optimist Retirement Group LLC3,757$338K0.2%-14.9%0.002%
1/27/2025 Choreo LLC5,973$547K0.0%+15.3%0.003%
1/27/2025 Mirae Asset Global Investments Co. Ltd.2,509$232K0.0%-27.6%0.001%
1/27/2025 WT Asset Management Ltd17,043$1.53M0.2%N/A0.008%
1/27/2025 Y.D. More Investments Ltd16,666$1.50M0.1%-2.9%0.008%
1/27/2025 Stratos Wealth Advisors LLC12,406$1.12M0.1%N/A0.006%
1/27/2025 Stratos Wealth Partners LTD.2,493$224K0.0%N/A0.001%
1/27/2025 Yousif Capital Management LLC71,713$6.45M0.1%N/A0.035%
1/27/2025 Retirement Systems of Alabama466,478$41.96M0.2%+219.3%0.231%
1/27/2025 E. Ohman J or Asset Management AB9,500$854K0.0%+216.7%0.005%
1/24/2025 abrdn plc47,371$4.26M0.0%-15.7%0.023%
1/24/2025 Optas LLC2,869$258K0.1%N/A0.001%
1/24/2025 Jennison Associates LLC143,394$12.90M0.0%N/A0.071%
1/24/2025 Financial Partners Group Inc2,855$257K0.0%-18.1%0.001%
1/24/2025 Journey Strategic Wealth LLC4,803$432K0.0%+22.7%0.002%
1/24/2025 DAVENPORT & Co LLC12,826$1.15M0.0%+11.9%0.006%
1/24/2025 Tokio Marine Asset Management Co. Ltd.7,267$654K0.0%+2.7%0.004%
1/23/2025 Caprock Group LLC5,989$539K0.0%+16.4%0.003%
1/23/2025 Mine & Arao Wealth Creation & Management LLC.2,457$221K0.1%N/A0.001%
1/23/2025 Oak Harvest Investment Services18,770$1.69M0.2%+70.6%0.009%
1/23/2025 Mediolanum International Funds Ltd158,993$14.54M0.2%+25.4%0.079%
1/23/2025 Gries Financial LLC3,508$316K0.1%-15.8%0.002%
1/23/2025 Baader Bank Aktiengesellschaft6,011$541K0.0%-50.6%0.003%
1/23/2025 Swedbank AB165,170$14.86M0.0%+33.1%0.082%
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1/23/2025 Forsta AP Fonden104,400$9.39M0.1%-20.4%0.052%
1/23/2025 Robeco Institutional Asset Management B.V.768,177$69.09M0.1%-40.8%0.380%
1/22/2025 Stonegate Investment Group LLC2,404$216K0.0%N/A0.001%
1/22/2025 Pacer Advisors Inc.128,328$11.54M0.0%-96.2%0.064%
1/22/2025 KBC Group NV1,535,107$138.07M0.4%+32.7%0.760%
1/22/2025 Union Bancaire Privee UBP SA1,050$96K0.0%N/A0.001%
1/22/2025 Blue Trust Inc.2,271$204K0.0%+52.9%0.001%
1/22/2025 Kingswood Wealth Advisors LLC5,377$484K0.0%N/A0.003%
1/22/2025 PFG Investments LLC3,219$290K0.0%-53.8%0.002%
1/21/2025 Grimes & Company Inc.254,619$22.90M0.7%-5.8%0.126%
(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, 722 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 596 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), Norges Bank ($2.25M), and KBC Group NV ($1.86M).

How much institutional buying is happening at DocuSign?

Institutional investors have bought a total of 65,842,249 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

Which DocuSign major shareholders have been selling company stock?

Of the 378 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 140,025,275 shares in the last 24 months. This volume of shares sold represents approximately $7.95B in transactions.


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This page (NASDAQ:DOCU) was last updated on 2/4/2025 by MarketBeat.com Staff
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