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Docusign (DOCU) Institutional Ownership

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$79.58 +1.63 (+2.09%)
Closing price 07/9/2025 04:00 PM Eastern
Extended Trading
$79.54 -0.05 (-0.06%)
As of 05:53 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)
583
Total
Institutional Inflows
(last 12 months)
$4.21B
Number of
Institutional Sellers
(last 12 months)
328
Total
Institutional Outflows
(last 12 months)
$2.43B
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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
7/9/2025Pallas Capital Advisors LLC5,697$444K0.0%-4.4%0.003%
7/9/2025Aaron Wealth Advisors LLC5,142$401K0.0%-4.5%0.003%
7/9/2025Lifestyle Asset Management Inc.13,077$1.02M0.5%+8.6%0.006%
7/9/2025MFG Wealth Management Inc.13,179$1.03M0.9%-44.5%0.007%
7/9/2025Reyes Financial Architecture Inc.1,133$88K0.1%-47.3%0.001%
7/9/2025Sandbox Financial Partners LLC4,494$350K0.1%N/A0.002%
7/9/2025MassMutual 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%
6/23/2025Swedbank 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%
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%
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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%
5/16/2025Banque Transatlantique SA352$26K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC1,015,389$82.06M0.1%-18.5%0.501%
5/16/2025Alyeska Investment Group L.P.764,056$62.19M0.2%+85.6%0.377%
5/16/2025Amundi646,111$49.99M0.0%-53.2%0.319%
5/16/2025Ancora Advisors LLC735$60K0.0%+90.9%0.000%
5/15/2025Federation des caisses Desjardins du Quebec67,107$5.46M0.0%+83.0%0.033%
5/15/2025Royal Bank of Canada868,692$70.71M0.0%+36.3%0.429%
5/15/2025MAI Capital Management11,112$905K0.0%-1.7%0.005%
5/15/2025Quarry LP521$42K0.0%-65.7%0.000%
5/15/2025Nomura Holdings Inc.8,106$660K0.0%-69.9%0.004%
5/15/2025Twin Tree Management LP716$58K0.0%N/A0.000%
5/15/2025Ardmore Road Asset Management LP110,000$8.95M0.9%N/A0.054%
5/15/2025Baird Financial Group Inc.12,086$984K0.0%-10.2%0.006%
5/15/2025Panagora Asset Management Inc.281,527$22.92M0.1%-53.5%0.139%
5/15/2025Palogic Value Management L.P.5,438$443K0.2%+2.2%0.003%
5/15/2025Vident Advisory LLC38,872$3.16M0.0%+26.7%0.019%
5/15/2025Evergreen Capital Management LLC186,667$15.20M0.5%-28.2%0.092%
5/15/2025Clough Capital Partners L P13,688$1.11M0.1%N/A0.007%
5/15/2025Driehaus Capital Management LLC287,428$23.40M0.2%+31.0%0.142%
5/15/2025WPG Advisers LLC485$39K0.0%N/A0.000%
5/15/2025State of Wyoming6,814$555K0.1%+49.3%0.003%
5/15/2025Gerber Kawasaki Wealth & Investment Management28,563$2.33M0.1%-25.8%0.014%
5/15/2025Landscape Capital Management L.L.C.38,962$3.17M0.3%+52.8%0.019%
5/15/2025Lansforsakringar Fondforvaltning AB publ 66,169$5.39M0.0%+1.7%0.033%
5/15/2025Mission Creek Capital Partners Inc.22,003$1.79M0.4%-0.8%0.011%
5/15/2025OMERS ADMINISTRATION Corp29,809$2.43M0.0%+17.9%0.015%
5/14/2025Truvestments Capital LLC4,057$330K0.1%+270.5%0.002%
5/14/2025B. Metzler seel. Sohn & Co. AG10,241$834K0.0%+18.0%0.005%
5/14/2025Silvant Capital Management LLC535$44K0.0%-87.7%0.000%
5/14/2025Ieq Capital LLC16,066$1.31M0.0%+1.5%0.008%
5/14/2025Rafferty Asset Management LLC19,519$1.59M0.0%-29.3%0.010%
5/14/2025WCG Wealth Advisors LLC10,020$816K0.1%N/A0.005%
5/14/2025Caisse DE Depot ET Placement DU Quebec1,129,741$91.96M0.2%-0.9%0.558%
5/14/2025Corebridge Financial Inc.225,342$18.34M0.1%-2.9%0.111%
5/14/2025Virtus Advisers LLC1,036$84K0.1%-93.7%0.001%
5/14/2025Kayne Anderson Rudnick Investment Management LLC950$77K0.0%+427.8%0.000%
5/14/2025Comerica Bank72,599$5.91M0.0%-22.3%0.036%
5/14/2025Freedom Investment Management Inc.8,203$668K0.1%+170.0%0.004%
5/14/2025MetLife Investment Management LLC120,880$9.84M0.1%-2.0%0.060%
5/14/2025Oak Harvest Investment Services24,076$1.96M0.3%+28.3%0.012%
5/14/2025APG Asset Management N.V.7,227$545K0.0%-29.5%0.004%
5/14/2025Smartleaf Asset Management LLC2,004$167K0.0%-9.1%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.11,532$939K0.0%-8.8%0.006%
5/14/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp38,636$3.15M0.0%-0.6%0.019%
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5/14/2025Allstate Corp10,136$825K0.0%+71.7%0.005%
5/14/2025Compound Planning Inc.7,153$582K0.0%+22.0%0.004%
5/14/2025Ameriprise Financial Inc.1,182,504$96.26M0.0%-0.3%0.584%
5/14/2025Price T Rowe Associates Inc. MD3,164,961$257.63M0.0%-26.2%1.563%
5/14/2025Martingale Asset Management L P34,990$2.85M0.1%-28.2%0.017%
5/14/2025Candriam S.C.A.50,936$4.15M0.0%N/A0.025%
5/14/2025Level Four Advisory Services LLC101,137$8.23M0.3%-5.3%0.050%
5/14/2025Credit Agricole S A50,782$4.13M0.0%-3.8%0.025%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.36,770$2.99M0.0%-1.8%0.018%
5/14/2025JT Stratford LLC10,400$847K0.1%N/A0.005%
(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, 861 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 739 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: Bank Julius Baer & Co. Ltd Zurich ($7.57M), 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), and Invesco Ltd. ($2.58M).

How much institutional buying is happening at Docusign?

Institutional investors have bought a total of 52,320,010 shares in the last 24 months. This purchase volume represents approximately $4.21B in transactions.

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

Of the 328 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. ($805.80K).

How much institutional selling is happening at Docusign?

Institutional investors have sold a total of 29,893,837 shares in the last 24 months. This volume of shares sold represents approximately $2.43B in transactions.



This page (NASDAQ:DOCU) was last updated on 7/10/2025 by MarketBeat.com Staff
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