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Docusign (DOCU) Institutional Ownership

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$73.84 -1.80 (-2.38%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$74.44 +0.60 (+0.82%)
As of 05:07 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.

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

Current
Institutional Ownership
Percentage
77.64%
Number of
Institutional Buyers
(last 12 months)
592
Total
Institutional Inflows
(last 12 months)
$4.25B
Number of
Institutional Sellers
(last 12 months)
333
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
8/1/2025 Jennison Associates LLC708,149$55.16M0.0%+6.8%0.350%
8/1/2025 New York Life Investment Management LLC21,411$1.67M0.0%-2.0%0.011%
8/1/2025 Motley Fool Asset Management LLC6,448$502K0.0%+11.7%0.003%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund61,800$4.81M0.0%-4.2%0.031%
8/1/2025 Teacher Retirement System of Texas222,209$17.31M0.1%-15.8%0.110%
8/1/2025 Envestnet Asset Management Inc.281,525$21.93M0.0%+58.8%0.139%
8/1/2025 Green Alpha Advisors LLC9,909$772K0.7%-5.6%0.005%
7/31/2025 Nisa Investment Advisors LLC18,396$1.43M0.0%-3.2%0.009%
7/31/2025 Wealthfront Advisers LLC3,983$310K0.0%+8.1%0.002%
7/31/2025 Resonant Capital Advisors LLC18,245$1.42M0.1%+2.5%0.009%
7/31/2025 Oppenheimer Asset Management Inc.8,582$668K0.0%-5.2%0.004%
7/31/2025 Whipplewood Advisors LLC1,300$101K0.1%N/A0.001%
7/31/2025 State of New Jersey Common Pension Fund D69,201$5.39M0.0%-0.7%0.034%
7/31/2025 Carrera Capital Advisors37,332$2.91M0.6%+197.9%0.018%
7/31/2025 Washington Trust Advisors Inc.24,810$1.93M0.2%+45.8%0.012%
7/31/2025 AlphaQuest LLC1,654$129K0.0%N/A0.001%
7/31/2025 Sumitomo Mitsui Trust Group Inc.468,066$36.46M0.0%+3.6%0.232%
7/31/2025 Asset Management One Co. Ltd.76,814$5.98M0.0%-1.5%0.038%
7/30/2025 First Citizens Bank & Trust Co.5,478$427K0.0%N/A0.003%
7/30/2025 Freedom Investment Management Inc.8,576$668K0.1%+4.5%0.004%
7/30/2025 Forum Financial Management LP8,422$656K0.0%-2.1%0.004%
7/30/2025 Rehmann Capital Advisory Group4,316$336K0.0%-22.4%0.002%
7/30/2025 TFB Advisors LLC4,030$314K0.1%+13.5%0.002%
7/30/2025 FNY Investment Advisers LLC1,541$120K0.1%N/A0.001%
7/30/2025 Sanders Morris Harris LLC17,000$1.32M0.3%+496.5%0.008%
7/30/2025 DekaBank Deutsche Girozentrale35,560$2.72M0.0%+15.9%0.018%
7/30/2025 Financial Perspectives Inc1,178$92K0.0%+21.9%0.001%
7/29/2025 Stephens Inc. AR3,262$254K0.0%-6.1%0.002%
7/29/2025 Chicago Partners Investment Group LLC4,135$337K0.0%+38.7%0.002%
7/29/2025 Arcus Capital Partners LLC3,346$261K0.1%N/A0.002%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al414,615$32.29M0.2%N/A0.205%
7/29/2025 Mutual of America Capital Management LLC100,706$7.84M0.1%-3.1%0.050%
7/29/2025 CapWealth Advisors LLC77,833$6.06M0.6%N/A0.039%
7/29/2025 Arista Wealth Management LLC4,000$312K0.0%N/A0.002%
7/29/2025 Nordea Investment Management AB1,114,392$86.41M0.1%+0.3%0.552%
7/28/2025 Allianz Asset Management GmbH196,936$15.34M0.0%-8.4%0.097%
7/28/2025 Patten & Patten Inc. TN4,469$348K0.0%-19.5%0.002%
7/28/2025 New York State Teachers Retirement System196,624$15.32M0.0%+4.9%0.097%
7/28/2025 Generali Asset Management SPA SGR18,169$1.42M0.0%-24.6%0.009%
7/28/2025 Essex LLC4,583$357K0.1%-22.8%0.002%
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7/28/2025 Ritholtz Wealth Management2,588$202K0.0%-34.1%0.001%
7/28/2025 TD Asset Management Inc35,884$2.80M0.0%+83.4%0.018%
7/28/2025 Moran Wealth Management LLC11,432$890K0.0%-17.4%0.006%
7/28/2025 Acorn Financial Advisory Services Inc. ADV13,621$1.06M0.2%-3.4%0.007%
7/25/2025 Atria Wealth Solutions Inc.3,001$236K0.0%-67.8%0.001%
7/25/2025 Envestnet Portfolio Solutions Inc.8,510$663K0.0%+106.0%0.004%
7/25/2025 Yousif Capital Management LLC68,710$5.35M0.1%-1.7%0.034%
7/25/2025 MGO One Seven LLC3,352$261K0.0%+25.1%0.002%
7/25/2025 Allspring Global Investments Holdings LLC76,382$5.91M0.0%-1.1%0.038%
7/25/2025 Board of the Pension Protection Fund17,700$1.38M1.5%+86.3%0.009%
7/25/2025 Vanguard Personalized Indexing Management LLC25,896$2.02M0.0%+9.6%0.013%
7/25/2025 Concurrent Investment Advisors LLC2,864$223K0.0%-62.3%0.001%
7/24/2025 Aberdeen Group plc115,318$8.98M0.0%+5.8%0.057%
7/24/2025 Total Wealth Planning & Management Inc.3,170$247K0.2%+4.8%0.002%
7/24/2025 IFP Advisors Inc1,482$115K0.0%-45.8%0.001%
7/24/2025 Callan Family Office LLC3,086$240K0.0%N/A0.002%
7/24/2025 Blair William & Co. IL393,334$30.64M0.1%+1.5%0.195%
7/23/2025 Vontobel Holding Ltd.6,635$517K0.0%-12.1%0.003%
7/23/2025 Optas LLC5,294$412K0.1%+71.4%0.003%
7/23/2025 Fluent Financial LLC8,841$689K0.3%+23.3%0.004%
7/23/2025 Louisiana State Employees Retirement System57,000$4.44M0.1%+0.7%0.028%
7/23/2025 DMC Group LLC4,719$368K0.3%-5.6%0.002%
7/23/2025 KLP 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%
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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%
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%
(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, 859 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 741 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 52,429,164 shares in the last 24 months. This purchase volume represents approximately $4.25B 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 29,889,998 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 8/4/2025 by MarketBeat.com Staff
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