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Docusign (DOCU) Institutional Ownership

Docusign logo
$66.64 -0.35 (-0.52%)
As of 02:56 PM Eastern
This is a fair market value price provided by Massive. 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)
431
Total
Institutional Inflows
(last 12 months)
$3.00B
Number of
Institutional Sellers
(last 12 months)
297
Total
Institutional Outflows
(last 12 months)
$1.34B
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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
9/29/2026Greenwich Wealth Management LLC120,835$5.37M0.2%+30.0%0.065%
9/23/2026QRG Capital Management Inc.11,132$495K0.0%+31.2%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.11,867$527K0.0%+3.1%0.006%
9/9/2026Sequoia Financial Advisors LLC15,184$674K0.0%-23.2%0.008%
9/9/2026Tidal Investments LLC44,130$1.96M0.0%-35.4%0.023%
9/9/2026WINTON GROUP Ltd66,584$2.96M0.1%-65.9%0.035%
9/9/2026Engineers Gate Manager LP269,860$11.99M0.2%-38.8%0.141%
9/9/2026Integrated Wealth Concepts LLC14,359$638K0.0%+2.0%0.008%
9/9/2026NewEdge Advisors LLC14,311$636K0.0%+29.8%0.007%
9/9/2026IFP Advisors Inc3,923$174K0.0%+38.9%0.002%
9/9/2026Squarepoint Ops LLC896,232$39.81M0.0%-23.9%0.469%
9/9/2026Baird Financial Group Inc.119,634$5.31M0.0%+3.0%0.063%
9/8/2026Allworth Financial LP10,410$462K0.0%-20.2%0.005%
9/8/2026Arizona State Retirement System53,648$2.38M0.0%-2.5%0.028%
9/8/2026Waverly Advisors LLC8,528$379K0.0%+99.7%0.004%
9/8/2026Nykredit A S9,680$430K0.0%N/A0.005%
8/27/2026Corient Private Wealth LP287,386$12.77M0.0%+21.0%0.151%
8/26/2026Amundi674,423$29.96M0.0%-34.9%0.353%
8/26/2026HighTower Advisors LLC19,355$860K0.0%-82.2%0.010%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al73,100$3.25M0.0%N/A0.038%
8/23/2026Washington Trust Advisors Inc.820$36K0.0%-84.8%0.000%
8/23/2026Ameritas Advisory Services LLC25,109$1.12M0.0%+225.5%0.013%
8/23/2026HB Wealth Management LLC11,632$517K0.0%+30.0%0.006%
8/22/2026Compass Financial Management LLC1,325$61K0.0%N/A0.001%
8/22/2026AlphaGrep UK Ltd7,261$323K0.1%N/A0.004%
8/22/2026Syon Capital LLC199,125$8.85M0.4%-3.6%0.104%
8/22/2026denkapparat Operations GmbH14,496$644K0.2%+47.3%0.008%
8/21/2026AXQ Capital LP62,430$2.77M0.3%+49.8%0.033%
8/21/2026Pale Fire Capital SE108,000$4.80M0.1%N/A0.057%
8/21/2026Nykredit A S9,680$430K0.0%N/A0.005%
8/21/2026Legacy Financial Advisors Inc.7,934$352K0.0%+12.8%0.004%
8/20/2026Proficio Capital Partners LLC7,409$329K0.0%N/A0.004%
8/20/2026Headlands Technologies LLC6,313$280K0.0%-79.8%0.003%
8/20/2026Susquehanna Fundamental Investments LLC415,810$18.47M0.3%+585.6%0.218%
8/20/2026Two Sigma Securities LLC30,972$1.38M0.1%N/A0.016%
8/20/2026Northwestern Mutual Wealth Management Co.10,915$485K0.0%-8.7%0.006%
8/20/2026Greenwood Capital Associates LLC10,908$485K0.0%+47.3%0.006%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,808,071$80.32M0.0%-7.3%0.947%
8/19/2026Royal London Asset Management Ltd.99,339$4.41M0.0%+1.7%0.052%
8/19/2026Hsbc Holdings PLC116,076$5.16M0.0%-22.0%0.061%
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8/18/2026Twin Lakes Capital Management LLC3,072$136K0.1%N/A0.002%
8/18/2026Concorde Asset Management LLC5,064$225K0.1%N/A0.003%
8/18/2026Empowered Funds LLC61,214$2.72M0.0%N/A0.032%
8/18/2026United Capital Financial Advisors LLC15,530$690K0.0%N/A0.008%
8/18/2026Centaurus Financial Inc.27,030$1.20M0.0%N/A0.014%
8/18/2026Jefferies Financial Group Inc.15,561$691K0.0%N/A0.008%
8/18/2026Public Employees Retirement System of Ohio66,379$2.95M0.0%N/A0.035%
8/17/2026Proficio Capital Partners LLC7,409$329K0.0%N/A0.004%
8/17/2026Corient Private Wealth LP259,819$11.54M0.0%N/A0.136%
8/17/2026Palogic Value Management L.P.22,517$1M0.3%N/A0.012%
8/17/2026Pingora Partners LLC4,100$182K0.1%N/A0.002%
8/17/2026Bank of America Corp DE1,039,579$46.18M0.0%N/A0.544%
8/15/2026Strategic Global Advisors LLC33,796$1.50M0.2%N/A0.018%
8/15/2026Man Group plc1,186,717$52.71M0.1%N/A0.621%
8/15/2026Jupiter Topco LLC92,200$4.10M0.0%N/A0.048%
8/14/2026Hsbc Holdings PLC116,076$5.16M0.0%N/A0.061%
8/14/2026Primecap Management Co. CA85,000$3.78M0.0%N/A0.045%
8/14/2026Canada Pension Plan Investment Board304,300$13.52M0.0%N/A0.159%
8/14/2026Legal & General Group Plc495,314$22.00M0.0%N/A0.259%
8/14/2026The Manufacturers Life Insurance Company135,217$6.01M0.0%N/A0.071%
8/14/2026Algert Global LLC336,077$14.93M0.2%-27.2%0.176%
8/13/2026Sanctuary Advisors LLC10,678$474K0.0%N/A0.006%
8/13/2026Connor Clark & Lunn Investment Management Ltd.118,306$5.26M0.0%N/A0.062%
8/13/2026Clear Harbor Asset Management LLC32,293$1.43M0.1%N/A0.017%
8/13/2026Bank of Nova Scotia113,700$5.05M0.0%N/A0.060%
8/12/2026Compass Financial Management LLC1,325$61K0.0%N/A0.001%
8/12/2026Northwestern Mutual Wealth Management Co.10,915$485K0.0%N/A0.006%
8/12/2026Evolve Private Wealth LLC7,834$348K0.0%N/A0.004%
8/12/2026EP Wealth Advisors LLC8,656$385K0.0%N/A0.005%
8/12/2026Rakuten Securities Inc.1,103$49K0.0%N/A0.001%
8/12/2026Ieq Capital LLC275,974$12.26M0.1%N/A0.145%
8/12/2026Heron Bay Capital Management96,243$4.28M0.4%N/A0.050%
8/11/2026Green Alpha Advisors LLC9,704$431K0.3%N/A0.005%
8/11/2026Allworth Financial LP10,410$462K0.0%N/A0.005%
8/11/2026Virtus Advisers LLC1,067$47K0.0%N/A0.001%
8/11/2026Vise Technologies Inc.9,979$443K0.0%N/A0.005%
8/10/2026BOK Financial Private Wealth Inc.1,615$72K0.0%N/A0.001%
8/10/2026Danske Bank A S14,746$655K0.0%N/A0.008%
8/8/2026Meeder Advisory Services Inc.5,212$232K0.0%N/A0.003%
8/7/2026Pzena Investment Management LLC4,510$200K0.0%N/A0.002%
8/7/2026Citizens Financial Group Inc. RI16,307$724K0.0%N/A0.009%
8/7/2026Buckland Partners Management Co LLC11,500$511K0.3%N/A0.006%
8/7/2026BlackRock Inc.20,870,306$927.06M0.0%N/A10.930%
8/7/2026Pallas Capital Advisors LLC10,466$465K0.0%N/A0.005%
8/7/2026Deutsche Bank AG208,285$9.25M0.0%N/A0.109%
8/7/2026Plato Investment Management Ltd12,138$536K0.0%N/A0.006%
8/7/2026Chase Investment Counsel Corp113,785$5.05M1.1%N/A0.060%
8/6/2026Global Retirement Partners LLC1,348$60K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp1,265,623$56.22M0.0%N/A0.663%
8/6/2026Focus Partners Advisor Solutions LLC19,464$865K0.0%N/A0.010%
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8/6/2026State of Wyoming8,045$357K0.0%N/A0.004%
8/6/2026GSA Capital Partners LLP29,315$1.30M0.1%N/A0.015%
8/3/2026Oppenheimer Asset Management Inc.6,789$302K0.0%N/A0.004%
7/10/2026Handelsbanken Fonder AB60,600$2.69M0.0%+6.3%0.032%
7/9/2026Vista Investment Partners LLC16,902$751K0.2%+38.5%0.009%
7/8/2026Assenagon Asset Management S.A.349,038$15.50M0.0%+247.5%0.183%
7/7/2026GAMMA Investing LLC3,957$176K0.0%-28.4%0.002%
7/2/2026MassMutual Private Wealth & Trust FSB1,090$48K0.0%-16.7%0.001%
7/2/2026CX Institutional1,637$73K0.0%+231.4%0.001%
6/18/2026Western Wealth Management LLC3,905$185K0.0%-30.3%0.002%


DOCU Institutional Ownership - Frequently Asked Questions

During the previous two years, 898 institutional investors and hedge funds held shares of Docusign. The most heavily invested institutionals were Vanguard Group Inc. ($1.47B), BlackRock Inc. ($927.06M), State Street Corp ($560.46M), FMR LLC ($548.73M), Jericho Capital Asset Management L.P. ($427.64M), Capital World Investors ($397.80M), and American Century Companies Inc. ($293.83M).Learn more on Docusign's institutional investors.

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

Of the 802 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: BlackRock Inc. ($20.87M), Norges Bank ($7.02M), Arrowstreet Capital Limited Partnership ($4.67M), FMR LLC ($4.22M), Invesco Ltd. ($2.67M), Wellington Management Group LLP ($2.16M), and Bank of New York Mellon Corp ($1.95M).

Institutional investors have bought a total of 55,406,234 shares in the last 24 months. This purchase volume represents approximately $3.00B in transactions.

Of the 297 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: Wellington Management Group LLP ($1.85M), American Century Companies Inc. ($1.49M), Alyeska Investment Group L.P. ($1.44M), Invesco Ltd. ($1.39M), Caisse de depot et placement du Quebec ($1.02M), Thrivent Financial for Lutherans ($901.25K), and Hsbc Holdings PLC ($642.18K).

Institutional investors have sold a total of 20,385,998 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.


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Institutional ownership data for NASDAQ:DOCU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/29/2026. New 13F filings are added each quarter as they're published.
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