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Docusign (DOCU) Institutional Ownership

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$46.50 -1.40 (-2.92%)
As of 12:00 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
77.64%
Number of
Institutional Buyers
(last 12 months)
521
Total
Institutional Inflows
(last 12 months)
$2.65B
Number of
Institutional Sellers
(last 12 months)
374
Total
Institutional Outflows
(last 12 months)
$2.03B
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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
5/8/2026 PNC Financial Services Group Inc.9,444$448K0.0%+39.1%0.005%
5/8/2026 Baader Bank Aktiengesellschaft6,528$301K0.0%-17.4%0.003%
5/8/2026 Ridgepath Capital Management LLC56,255$2.67M1.3%N/A0.029%
5/7/2026 Meeder Advisory Services Inc.6,249$296K0.0%N/A0.003%
5/7/2026 Dimensional Fund Advisors LP1,100,891$52.18M0.0%+7.9%0.567%
5/7/2026 Parallel Advisors LLC4,568$217K0.0%+113.2%0.002%
5/7/2026 KBC Group NV10,124$480K0.0%-65.7%0.005%
5/7/2026 Swiss National Bank396,200$18.78M0.0%-28.1%0.204%
5/6/2026 IMA Advisory Services Inc.14,217$674K0.1%-1.5%0.007%
5/6/2026 California Public Employees Retirement System364,876$17.30M0.0%-1.9%0.188%
5/6/2026 Ceera Investments LLC56,662$2.69M1.2%-16.4%0.029%
5/6/2026 Kera Capital Partners Inc.18,559$880K0.1%+12.1%0.010%
5/6/2026 Assetmark Inc.202,890$9.62M0.0%+2.2%0.104%
5/6/2026 PeakShares LLC2,500$119K0.1%N/A0.001%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super243,237$11.53M0.2%N/A0.125%
5/5/2026 Bank of New York Mellon Corp1,274,859$60.44M0.0%-17.1%0.656%
5/5/2026 Illinois Municipal Retirement Fund187,093$8.87M0.1%+2.7%0.096%
5/5/2026 Geneos Wealth Management Inc.1,615$77K0.0%-33.8%0.001%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.115,884$5.49M0.0%+46.3%0.060%
5/5/2026 Sanctuary Advisors LLC9,413$446K0.0%-2.8%0.005%
5/5/2026 Hillsdale Investment Management Inc.15,480$734K0.0%+20.0%0.008%
5/4/2026 Calamos Wealth Management LLC7,462$354K0.0%N/A0.004%
5/4/2026 Calamos Advisors LLC7,462$354K0.0%N/A0.004%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,057$429K0.0%+22.8%0.005%
5/4/2026 State of Michigan Retirement System48,200$2.29M0.0%+1.5%0.025%
5/4/2026 Principal Financial Group Inc.449,728$21.32M0.0%+4.2%0.231%
5/4/2026 Chicago Partners Investment Group LLC21,731$1.03M0.0%+191.2%0.011%
5/2/2026 International Assets Investment Management LLC6,131$295K0.0%+21.9%0.003%
5/1/2026 Citizens Financial Group Inc. RI12,721$603K0.0%+21.6%0.007%
5/1/2026 Fifth Third Bancorp52,683$2.50M0.0%+4,207.7%0.027%
5/1/2026 Sequoia Financial Advisors LLC19,758$937K0.0%+334.8%0.010%
4/30/2026 Hsbc Holdings PLC148,838$7.09M0.0%-67.3%0.077%
4/30/2026 Kestra Advisory Services LLC9,200$436K0.0%-11.9%0.005%
4/30/2026 Azzad Asset Management Inc. ADV18,968$899K0.1%+47.0%0.010%
4/30/2026 Sumitomo Mitsui Trust Group Inc.43,100$2.04M0.0%-90.3%0.022%
4/30/2026 Greenwood Capital Associates LLC7,406$351K0.0%-5.9%0.004%
4/30/2026 Oregon Public Employees Retirement Fund41,103$1.95M0.0%+2.7%0.021%
4/29/2026 Montag A & Associates Inc.4,575$217K0.0%+194.2%0.002%
4/29/2026 R Squared Ltd5,600$265K0.1%+47.9%0.003%
4/29/2026 Burney Co.71,521$3.39M0.1%-38.6%0.037%
4/29/2026 Sage Rhino Capital LLC13,277$629K0.1%-20.8%0.007%
4/29/2026 Westbourne Investment Advisors Inc.66,870$3.17M0.9%+14.3%0.034%
4/28/2026 Meridian Investment Counsel Inc.22,949$1.09M0.3%-16.8%0.012%
4/28/2026 DGS Capital Management LLC5,413$257K0.0%+61.1%0.003%
4/28/2026 V Square Quantitative Management LLC1,465$69K0.0%-58.0%0.001%
4/28/2026 QRG Capital Management Inc.8,487$402K0.0%-28.6%0.004%
4/27/2026 HB Wealth Management LLC8,945$424K0.0%+122.0%0.005%
4/27/2026 PFG Investments LLC4,265$202K0.0%-8.5%0.002%
4/27/2026 New York State Teachers Retirement System184,611$8.75M0.0%-3.5%0.095%
4/27/2026 Private Advisor Group LLC15,479$734K0.0%-10.9%0.008%
4/27/2026 Optas LLC8,242$391K0.1%+66.4%0.004%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund3,614$171K0.0%-93.9%0.002%
4/24/2026 Acorn Financial Advisory Services Inc. ADV12,035$571K0.1%-7.5%0.006%
4/24/2026 iA Global Asset Management Inc.11,860$562K0.0%N/A0.006%
4/24/2026 Impact Partnership Wealth LLC11,850$562K0.1%N/A0.006%
4/23/2026 GraniteShares Advisors LLC7,455$353K0.3%+6.7%0.004%
4/23/2026 SJS Investment Consulting Inc.1,613$76K0.0%+160.6%0.001%
4/23/2026 Forum Financial Management LP4,360$207K0.0%-45.7%0.002%
4/23/2026 Tred Avon Family Wealth LLC6,176$293K0.1%+3.6%0.003%
4/23/2026 Formidable Asset Management LLC7,385$350K0.1%+51.5%0.004%
4/22/2026 Janney Montgomery Scott LLC30,796$1.46M0.0%+116.8%0.016%
4/22/2026 Pictet Asset Management Holding SA34,127$1.62M0.0%-69.2%0.018%
4/22/2026 Sterling Capital Management LLC2,701$128K0.0%-32.3%0.001%
4/21/2026 Aaron Wealth Advisors LLC6,272$297K0.0%-60.3%0.003%
4/21/2026 Louisiana State Employees Retirement System58,100$2.76M0.0%N/A0.030%
4/20/2026 Kestra Private Wealth Services LLC12,290$583K0.0%+21.2%0.006%
4/20/2026 Blue Trust Inc.855$41K0.0%-24.5%0.000%
4/20/2026 Fifth Third Wealth Advisors LLC6,183$293K0.0%+6.5%0.003%
4/20/2026 OP Asset Management Ltd82,919$3.93M0.0%N/A0.043%
4/20/2026 Assenagon Asset Management S.A.100,441$4.76M0.0%-85.1%0.052%
4/17/2026 Krilogy Financial LLC13,785$635K0.0%N/A0.007%
4/16/2026 SG Americas Securities LLC1,314,632$62.33M0.1%+452.3%0.676%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S12,465$591K0.0%-58.0%0.006%
4/16/2026 Uhlmann Price Securities LLC5,460$252K0.0%N/A0.003%
4/16/2026 Diversified Trust Co13,593$644K0.0%+37.9%0.007%
3/20/2026 Hsbc Holdings PLC455,856$31.20M0.0%-24.9%0.228%
3/17/2026Rockefeller Capital Management L.P.238,114$16.29M0.0%+11.6%0.119%
3/9/2026Corient Private Wealth LLC29,608$2.03M0.0%+2.5%0.015%
3/6/2026 Hsbc Holdings PLC455,856$31.20M0.0%-24.9%0.228%
2/24/2026 DGS Capital Management LLC3,361$230K0.0%-38.8%0.002%
2/24/2026 Pacer Advisors Inc.762,634$52.16M0.1%-21.8%0.381%
2/23/2026 Kera Capital Partners Inc.16,556$1.13M0.1%+347.8%0.008%
2/19/2026Compound Planning Inc.6,587$451K0.0%-8.6%0.003%
2/19/2026Invesco Ltd.1,303,351$89.15M0.0%-51.6%0.651%
2/19/2026Corient Private Wealth LLC102,998$7.05M0.0%+256.7%0.051%
2/19/2026 Alberta Investment Management Corp72,000$4.93M0.0%+490.2%0.036%
2/18/2026Mercer Global Advisors Inc. ADV65,594$4.49M0.0%+32.9%0.033%
2/18/2026Vident Advisory LLC46,373$3.17M0.0%+1.5%0.023%
2/18/2026State of Tennessee Department of Treasury77,457$5.30M0.0%-4.1%0.039%
2/18/2026EP Wealth Advisors LLC10,738$734K0.0%N/A0.005%
2/18/2026Mackenzie Financial Corp54,030$3.73M0.0%+139.1%0.027%
2/18/2026NewEdge Advisors LLC10,696$732K0.0%+6.6%0.005%
2/18/2026XTX Topco Ltd140,997$9.64M0.3%+330.4%0.070%
2/18/2026Zacks Investment Management49,891$3.41M0.0%+129.3%0.025%
2/18/2026Virtus Investment Advisers LLC26,979$1.85M0.5%+18.4%0.013%
2/18/2026Wellington Management Group LLP7,808$534K0.0%-99.6%0.004%
2/18/2026Strategic Investment Advisors MI3,194$218K0.0%-18.7%0.002%
2/18/2026Toronto Dominion Bank42,103$2.88M0.0%-39.9%0.021%
2/18/2026Susquehanna Fundamental Investments LLC107,796$7.37M0.3%N/A0.054%
2/18/2026Numerai GP LLC5,560$380K0.0%N/A0.003%


DOCU Institutional Ownership - Frequently Asked Questions

During the previous two years, 897 institutional investors and hedge funds held shares of Docusign. The most heavily invested institutionals were Vanguard Group Inc. ($1.47B), State Street Corp ($560.46M), FMR LLC ($548.73M), Jericho Capital Asset Management L.P. ($427.64M), Capital World Investors ($397.80M), American Century Companies Inc. ($293.83M), and Geode Capital Management LLC ($278.67M).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: Norges Bank ($7.02M), FMR LLC ($4.22M), Jericho Capital Asset Management L.P. ($3.80M), Invesco Ltd. ($2.67M), Pacer Advisors Inc. ($2.58M), Arrowstreet Capital Limited Partnership ($2.39M), and Thrivent Financial for Lutherans ($2.32M).

Institutional investors have bought a total of 36,724,818 shares in the last 24 months. This purchase volume represents approximately $2.65B in transactions.

Of the 374 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: Invesco Ltd. ($2.26M), Wellington Management Group LLP ($1.85M), Price T Rowe Associates Inc. MD ($1.57M), American Century Companies Inc. ($1.49M), Alyeska Investment Group L.P. ($1.44M), Thrivent Financial for Lutherans ($1.14M), and Caisse DE Depot ET Placement DU Quebec ($1.03M).

Institutional investors have sold a total of 28,331,215 shares in the last 24 months. This volume of shares sold represents approximately $2.03B in transactions.



This page (NASDAQ:DOCU) was last updated on 5/11/2026 by MarketBeat.com Staff.
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