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Docusign (DOCU) Institutional Ownership

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$80.33 -1.08 (-1.33%)
Closing price 04:00 PM Eastern
Extended Trading
$80.20 -0.13 (-0.16%)
As of 07:43 PM 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.

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

Current
Institutional Ownership
Percentage
77.64%
Number of
Institutional Buyers
(last 12 months)
591
Total
Institutional Inflows
(last 12 months)
$4.23B
Number of
Institutional Sellers
(last 12 months)
332
Total
Institutional Outflows
(last 12 months)
$2.44B
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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
7/23/2025Vontobel Holding Ltd.6,635$517K0.0%-12.1%0.003%
7/23/2025Optas LLC5,294$412K0.1%+71.4%0.003%
7/23/2025Fluent Financial LLC8,841$689K0.3%+23.3%0.004%
7/23/2025Louisiana State Employees Retirement System57,000$4.44M0.1%+0.7%0.028%
7/23/2025DMC Group LLC4,719$368K0.3%-5.6%0.002%
7/23/2025KLP Kapitalforvaltning AS270,200$21.05M0.1%+0.5%0.134%
7/22/2025 Valeo Financial Advisors LLC2,572$200K0.0%-18.2%0.001%
7/22/2025 DAVENPORT & Co LLC13,075$1.02M0.0%+1.8%0.006%
7/22/2025 Grimes & Company Inc.9,831$766K0.0%-10.4%0.005%
7/21/2025 Hennessy Advisors Inc.1,278$100K0.0%N/A0.001%
7/21/2025 QRG Capital Management Inc.70,583$5.50M0.0%+6.6%0.035%
7/21/2025 Fairvoy Private Wealth LLC6,637$517K0.1%-9.4%0.003%
7/21/2025 Ameritas Advisory Services LLC13,712$1.07M0.1%-11.3%0.007%
7/21/2025 Greenwood Capital Associates LLC11,719$913K0.1%+21.6%0.006%
7/21/2025 Mirae Asset Global Investments Co. Ltd.4,663$363K0.0%+238.1%0.002%
7/21/2025 Patriot Financial Group Insurance Agency LLC10,197$794K0.1%+4.9%0.005%
7/21/2025 J. Safra Sarasin Holding AG21,068$1.64M0.0%-15.9%0.010%
7/21/2025 J2 Capital Management Inc6,232$485K0.4%+43.8%0.003%
7/18/2025 Robeco Institutional Asset Management B.V.372,487$29.01M0.0%-24.1%0.184%
7/18/2025 Truist Financial Corp6,655$518K0.0%+4.4%0.003%
7/17/2025 Paradiem LLC41,344$3.22M0.8%-22.8%0.020%
7/17/2025 Oak Family Advisors LLC95,134$7.41M2.3%+37.2%0.047%
7/17/2025 Bennett Selby Investments LP7,075$551K0.2%+18.1%0.004%
7/17/2025 Janney Montgomery Scott LLC33,768$2.63M0.0%-18.4%0.017%
7/17/2025 GC Wealth Management RIA LLC8,305$647K0.1%N/A0.004%
7/17/2025 GraniteShares Advisors LLC5,274$411K0.3%N/A0.003%
7/16/2025 Formidable Asset Management LLC9,905$788K0.1%+109.1%0.005%
7/16/2025 Signaturefd LLC1,259$98K0.0%-19.5%0.001%
7/16/2025 Meridian Investment Counsel Inc.28,474$2.22M0.6%-1.6%0.014%
7/16/2025 State of Alaska Department of Revenue37,780$2.94M0.0%+59.6%0.019%
7/16/2025 ST Germain D J Co. Inc.1,705$133K0.0%N/A0.001%
7/16/2025 Dakota Wealth Management22,742$1.77M0.0%+2.0%0.011%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH12,335$961K0.0%-54.2%0.006%
7/15/2025 Retireful LLC9,624$750K0.5%-28.8%0.005%
7/15/2025 Public Employees Retirement System of Ohio67,153$5.23M0.0%+1.0%0.033%
7/15/2025 Ballentine Partners LLC3,431$267K0.0%+5.2%0.002%
7/15/2025 Fifth Third Bancorp1,234$96K0.0%-11.3%0.001%
7/14/2025 Ridgewood Investments LLC1,722$134K0.1%-53.7%0.001%
7/14/2025 U.S. Capital Wealth Advisors LLC3,011$235K0.0%-79.8%0.001%
7/14/2025 Narus Financial Partners LLC3,836$299K0.1%N/A0.002%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

See Altucher’s Great Gain gameplan here
7/14/2025 Avanza Fonder AB12,437$969K0.0%N/A0.006%
7/11/2025 Mitchell & Pahl Private Wealth LLC21,273$1.66M0.7%+2.7%0.011%
7/11/2025 Farther Finance Advisors LLC8,089$630K0.0%+67.6%0.004%
7/11/2025 UMB Bank n.a.1,800$140K0.0%-9.8%0.001%
7/11/2025 Assenagon Asset Management S.A.512,970$39.96M0.1%+114.1%0.254%
7/11/2025 Perpetual Ltd10,635$828K0.0%+30.4%0.005%
7/11/2025 Kapstone Financial Advisors LLC3,285$256K0.1%N/A0.002%
7/11/2025 IFM Investors Pty Ltd36,401$2.84M0.0%+5.5%0.018%
7/10/2025 Selective Wealth Management Inc.44,673$3.56M1.3%-3.5%0.022%
7/10/2025 Wealth Enhancement Advisory Services LLC93,403$7.38M0.0%-13.7%0.046%
7/10/2025 Mn Services Vermogensbeheer B.V.74,900$5.83M0.0%+1.1%0.037%
7/10/2025 Swedbank AB163,559$12.74M0.0%+0.2%0.081%
7/10/2025 Baader Bank Aktiengesellschaft7,274$542K0.0%+11.1%0.004%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd35,175$2.74M0.0%-22.5%0.017%
7/9/2025 Pallas Capital Advisors LLC5,697$444K0.0%-4.4%0.003%
7/9/2025 Aaron Wealth Advisors LLC5,142$401K0.0%-4.5%0.003%
7/9/2025 Lifestyle Asset Management Inc.13,077$1.02M0.5%+8.6%0.006%
7/9/2025 MFG Wealth Management Inc.13,179$1.03M0.9%-44.5%0.007%
7/9/2025 Reyes Financial Architecture Inc.1,133$88K0.1%-47.3%0.001%
7/9/2025 Sandbox Financial Partners LLC4,494$350K0.1%N/A0.002%
7/9/2025 MassMutual Private Wealth & Trust FSB595$46K0.0%+31.3%0.000%
7/8/2025 Lingohr Asset Management GmbH3,955$308K0.6%-95.3%0.002%
7/8/2025 Gallacher Capital Management LLC2,767$216K0.1%-48.2%0.001%
7/8/2025 Parallel Advisors LLC2,705$211K0.0%-43.2%0.001%
7/7/2025 Hedges Asset Management LLC2,650$206K0.2%N/A0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.2,145$167K0.0%+11.7%0.001%
7/3/2025 Garde Capital Inc.7,770$605K0.0%-4.5%0.004%
7/1/2025 Kera Capital Partners Inc.3,868$301K0.1%+7.2%0.002%
6/23/2025 Swedbank AB163,259$13.29M0.0%-1.2%0.081%
6/20/2025Real Talk Capital LLC2,809$229K0.3%+9.9%0.001%
6/18/2025Voya Investment Management LLC320,772$26.11M0.0%+151.2%0.159%
5/28/2025Anderson Financial Strategies LLC1,112$91K0.1%N/A0.001%
5/28/2025Strs Ohio13,290$1.08M0.0%N/A0.007%
5/28/2025Wealth Management Associates Inc.9,810$799K0.3%+6.3%0.005%
5/21/2025Acadian Asset Management LLC25,050$2.04M0.0%-96.7%0.012%
5/20/2025Intech Investment Management LLC117,548$9.57M0.1%-28.5%0.058%
5/20/2025Aspen Investment Management Inc3,698$301K0.1%-72.4%0.002%
5/20/2025Plato Investment Management Ltd8,581$706K0.1%+3.8%0.004%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,028,505$165.12M0.0%+18.6%1.002%
5/19/2025Palogic Value Management L.P.5,438$443K0.2%+2.2%0.003%
5/19/2025Optimize Financial Inc2,726$222K0.1%-18.3%0.001%
5/16/2025Empowered Funds LLC104,485$8.51M0.1%+270.1%0.052%
5/16/2025Meiji Yasuda Life Insurance Co5,754$468K0.0%-62.1%0.003%
5/16/2025Meiji Yasuda Asset Management Co Ltd.15,795$1.29M0.1%-6.4%0.008%
5/16/2025Caxton Associates LLP9,066$738K0.0%N/A0.004%
5/16/2025Fred Alger Management LLC3,143$256K0.0%N/A0.002%
5/16/2025Select Equity Group L.P.489,555$39.85M0.2%+48.0%0.242%
5/16/2025 Rise Advisors LLC463$38K0.0%+864.6%0.000%
5/16/2025Parallax Volatility Advisers L.P.123,030$10.02M0.0%-55.1%0.061%
5/16/2025Nissay Asset Management Corp Japan ADV65,124$5.30M0.0%-14.9%0.032%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

See Altucher’s Great Gain gameplan here
5/16/2025NewEdge Advisors LLC9,202$749K0.0%+36.4%0.005%
5/16/2025Nippon Life Global Investors Americas Inc.174,160$14.18M0.7%+84.4%0.086%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,192$97K0.0%-99.1%0.001%
5/16/2025Integrated Wealth Concepts LLC7,613$620K0.0%-2.5%0.004%
5/16/2025Gotham Asset Management LLC245,257$19.96M0.2%+30.4%0.121%
5/16/2025Hancock Whitney Corp6,689$544K0.0%N/A0.003%
5/16/2025Duquesne Family Office LLC1,074,655$87.48M2.9%N/A0.531%
5/16/2025Eventide Asset Management LLC19,056$1.56M0.0%+15.8%0.009%
5/16/2025Clark Capital Management Group Inc.669,967$54.54M0.4%-1.3%0.331%
5/16/2025Alliancebernstein L.P.373,151$30.37M0.0%-1.5%0.184%
(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, 863 institutional investors and hedge funds held shares of Docusign. The most heavily invested institutionals were Vanguard Group Inc. ($1.74B), FMR LLC ($548.73M), American Century Companies Inc. ($445.89M), Jericho Capital Asset Management L.P. ($427.64M), Renaissance Technologies LLC ($392.43M), Geode Capital Management LLC ($335.15M), and State Street Corp ($333.60M).Learn more on Docusign's institutional investors.

What percentage of Docusign's stock is owned by institutional investors?

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

Which institutional investors have been buying Docusign's stock?

Of the 743 institutional investors that purchased Docusign's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Coatue Management LLC ($4.85M), Norges Bank ($4.73M), FMR LLC ($4.22M), Jericho Capital Asset Management L.P. ($3.80M), Pacer Advisors Inc. ($2.58M), Invesco Ltd. ($2.58M), and Thrivent Financial for Lutherans ($2.53M).

How much institutional buying is happening at Docusign?

Institutional investors have bought a total of 52,524,987 shares in the last 24 months. This purchase volume represents approximately $4.23B in transactions.

Which of Docusign's major shareholders have been selling company stock?

Of the 333 institutional investors that sold Docusign's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($3.67M), Pacer Advisors Inc. ($3.39M), Two Sigma Advisers LP ($2.10M), FIL Ltd ($1.81M), Jupiter Asset Management Ltd. ($1.04M), AQR Capital Management LLC ($1.02M), and Robeco Institutional Asset Management B.V. ($924.03K).

How much institutional selling is happening at Docusign?

Institutional investors have sold a total of 29,886,755 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.



This page (NASDAQ:DOCU) was last updated on 7/24/2025 by MarketBeat.com Staff
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