DocuSign (DOCU) Institutional Ownership

$55.90

+0.80 (+1.45%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 77.64%
Number of Institutional Buyers (last 12 months): 328
Total Institutional Inflows (last 12 months): $1.63B

Number of Institutional Sellers (last 12 months): 244
Total Institutional Outflows (last 12 months): $4.14B

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DOCU Institutional Buying and Selling by Quarter

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DocuSign Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	49,789	$2.66M	0.0%	-10.6%	0.024%
7/26/2024	AustralianSuper Pty Ltd	22,784	$1.22M	0.0%	N/A	0.011%
7/26/2024	Atomi Financial Group Inc.	3,811	$204K	0.0%	N/A	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	4,606	$246K	0.0%	-10.0%	0.002%
7/26/2024	Bank of New York Mellon Corp	1,118,657	$59.85M	0.0%	+4.4%	0.546%
7/26/2024	IMA Advisory Services Inc.	14,423	$772K	0.2%	N/A	0.007%
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7/25/2024	AMG National Trust Bank	23,306	$1.25M	0.0%	N/A	0.011%
7/25/2024	Clear Creek Financial Management LLC	4,878	$261K	0.0%	-24.7%	0.002%
7/25/2024	Mn Services Vermogensbeheer B.V.	80,400	$4.30M	0.0%	-2.4%	0.039%
7/24/2024	&PARTNERS	7,612	$403K	0.0%	N/A	0.004%
7/23/2024	Oak Family Advisors LLC	95,495	$5.11M	1.8%	+51.5%	0.047%
7/23/2024	Lecap Asset Management Ltd.	12,821	$686K	0.1%	-61.2%	0.006%
7/22/2024	Atria Wealth Solutions Inc.	14,603	$781K	0.0%	+20.7%	0.007%
7/22/2024	Summit Global Investments	10,730	$574K	0.0%	-34.5%	0.005%
7/22/2024	Canton Hathaway LLC	26,185	$1.40M	0.4%	-2.5%	0.013%
7/22/2024	SeaCrest Wealth Management LLC	10,739	$575K	0.1%	-5.2%	0.005%
7/22/2024	Dakota Wealth Management	23,022	$1.23M	0.0%	+0.8%	0.011%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	48,828	$2.57M	0.0%	-7.9%	0.024%
7/20/2024	Meridian Investment Counsel Inc.	30,650	$1.64M	0.5%	-1.0%	0.015%
7/19/2024	Raymond James & Associates	143,137	$7.66M	0.0%	-17.9%	0.070%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	430,498	$23.03M	0.0%	-9.0%	0.210%
7/18/2024	Coronation Fund Managers Ltd.	20,585	$1.10M	0.0%	-11.3%	0.010%
7/18/2024	Assenagon Asset Management S.A.	618,118	$33.07M	0.1%	+24.8%	0.302%
7/18/2024	Swedbank AB	117,041	$6.26M	0.0%	-7.3%	0.057%
7/17/2024	Baader Bank Aktiengesellschaft	17,517	$937K	0.1%	+13.0%	0.009%
7/16/2024	PGGM Investments	49,812	$2.67M	0.0%	+36.7%	0.024%
7/16/2024	DMC Group LLC	4,360	$233K	0.2%	+9.5%	0.002%
7/16/2024	V Square Quantitative Management LLC	2,847	$152K	0.0%	+25.7%	0.001%
7/16/2024	Wealth Enhancement Advisory Services LLC	8,213	$439K	0.0%	+55.3%	0.004%
7/16/2024	Diversified Trust Co	13,133	$703K	0.0%	+17.7%	0.006%
7/12/2024	SG Americas Securities LLC	17,311	$926K	0.0%	-85.0%	0.008%
7/12/2024	Gilman Hill Asset Management LLC	79,487	$4.25M	0.8%	+5.0%	0.039%
7/11/2024	U.S. Capital Wealth Advisors LLC	15,053	$805K	0.0%	-2.6%	0.007%
7/11/2024	Bourgeon Capital Management LLC	4,751	$254K	0.0%	N/A	0.002%
7/10/2024	Csenge Advisory Group	12,945	$693K	0.0%	N/A	0.006%
7/10/2024	Selective Wealth Management Inc.	60,879	$3.16M	1.4%	-3.2%	0.030%
7/10/2024	Linden Thomas Advisory Services LLC	13,290	$711K	0.1%	+16.6%	0.006%
7/10/2024	Bennett Selby Investments LP	6,892	$369K	0.2%	-3.6%	0.003%
7/10/2024	CWM LLC	31,082	$1.66M	0.0%	+23.6%	0.015%
7/9/2024	Mather Group LLC.	577	$31K	0.0%	+4,338.5%	0.000%
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7/8/2024	Versant Capital Management Inc	1,433	$77K	0.0%	+142.9%	0.001%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	1,354	$72K	0.0%	N/A	0.001%
7/5/2024	DNB Asset Management AS	33,600	$1.80M	0.0%	+16.1%	0.016%
7/2/2024	Massmutual Trust Co. FSB ADV	510	$27K	0.0%	+5,000.0%	0.000%
6/11/2024	EverSource Wealth Advisors LLC	1,282	$73K	0.0%	-54.4%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	30,691	$1.80M	0.0%	-3.4%	0.015%
5/28/2024	Boston Partners	13,708	$816K	0.0%	-23.9%	0.007%
5/24/2024	Cetera Advisors LLC	12,866	$766K	0.0%	+38.0%	0.006%
5/24/2024	Cetera Investment Advisers	45,709	$2.72M	0.0%	+455.7%	0.022%
5/24/2024	PGGM Investments	36,433	$2.17M	0.0%	+682.0%	0.018%
5/22/2024	Burney Co.	188,241	$11.21M	0.4%	+178.1%	0.092%
5/21/2024	Swedbank AB	126,288	$7.52M	0.0%	N/A	0.061%
5/17/2024	Citizens Financial Group Inc. RI	5,851	$348K	0.0%	N/A	0.003%
5/17/2024	Plato Investment Management Ltd	21,858	$1.30M	0.1%	+1,113.7%	0.011%
5/17/2024	iA Global Asset Management Inc.	9,494	$565K	0.0%	+112.1%	0.005%
5/17/2024	Comerica Bank	28,901	$1.72M	0.0%	+228.8%	0.014%
5/17/2024	Tidal Investments LLC	15,057	$897K	0.0%	-9.1%	0.007%
5/17/2024	Motley Fool Asset Management LLC	3,960	$236K	0.0%	+6.0%	0.002%
5/16/2024	California State Teachers Retirement System	303,015	$18.05M	0.0%	-0.7%	0.148%
5/16/2024	Meiji Yasuda Life Insurance Co	7,596	$452K	0.0%	-12.7%	0.004%
5/16/2024	Virtus Investment Advisers Inc.	17,670	$1.05M	0.8%	+45.5%	0.009%
5/16/2024	Jacobs Levy Equity Management Inc.	1,148,279	$68.38M	0.3%	+33.0%	0.559%
5/16/2024	Jericho Capital Asset Management L.P.	3,417,908	$203.54M	5.4%	+316.6%	1.664%
5/16/2024	Bayesian Capital Management LP	57,617	$3.43M	0.3%	+857.6%	0.028%
5/16/2024	Waverly Advisors LLC	38,649	$2.30M	0.1%	-3.1%	0.019%
5/15/2024	Public Employees Retirement System of Ohio	77,426	$4.61M	0.0%	-8.6%	0.038%
5/15/2024	Public Employees Retirement Association of Colorado	21,878	$1.30M	0.0%	-5.0%	0.011%
5/15/2024	Price T Rowe Associates Inc. MD	3,712,259	$221.07M	0.0%	-53.5%	1.807%
5/15/2024	Lazard Asset Management LLC	127,247	$7.58M	0.0%	-99.7%	0.062%
5/15/2024	Truvestments Capital LLC	2,918	$174K	0.1%	-51.5%	0.001%
5/15/2024	Quadrature Capital Ltd	51,552	$3.07M	0.1%	N/A	0.025%
5/14/2024	Canada Pension Plan Investment Board	864,100	$51.46M	0.1%	+54.9%	0.421%
5/14/2024	Capital World Investors	4,187,356	$249.36M	0.0%	+0.1%	2.039%
5/14/2024	Toronto Dominion Bank	20,527	$1.22M	0.0%	-25.3%	0.010%
5/14/2024	Capital International Investors	2,735,406	$162.89M	0.0%	+0.1%	1.332%
5/14/2024	Capital Group Investment Management PTE. LTD.	5,567	$332K	0.1%	-81.3%	0.003%
5/14/2024	Axxcess Wealth Management LLC	6,700	$399K	0.0%	N/A	0.003%
5/14/2024	Carlson Capital L P	181,100	$10.79M	0.9%	N/A	0.088%
5/14/2024	Freestone Capital Holdings LLC	17,012	$1.01M	0.0%	-20.0%	0.008%
5/14/2024	CreativeOne Wealth LLC	4,700	$280K	0.0%	N/A	0.002%
5/14/2024	Delap Wealth Advisory LLC	10,399	$619K	0.3%	N/A	0.005%
5/14/2024	Natixis	131,404	$7.83M	0.0%	-40.0%	0.064%
5/14/2024	CANADA LIFE ASSURANCE Co	181,221	$10.79M	0.0%	-39.6%	0.088%
5/13/2024	UniSuper Management Pty Ltd	2,900	$173K	0.0%	+107.1%	0.001%
5/13/2024	Clearbridge Investments LLC	2,805,226	$167.05M	0.1%	+6.1%	1.366%
5/13/2024	Texas Capital Bank Wealth Management Services Inc	10,000	$596K	0.1%	N/A	0.005%
5/13/2024	O Shaughnessy Asset Management LLC	7,165	$427K	0.0%	+9.0%	0.003%
5/11/2024	Covestor Ltd	2,334	$139K	0.1%	+53.1%	0.001%
5/11/2024	Patten & Patten Inc. TN	12,535	$746K	0.1%	-19.7%	0.006%
5/10/2024	Acadian Asset Management LLC	217,702	$12.96M	0.0%	+848.0%	0.106%
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5/10/2024	Vanguard Group Inc.	21,408,878	$1.27B	0.0%	+0.0%	10.422%
5/10/2024	Intech Investment Management LLC	160,204	$9.54M	0.1%	+393.7%	0.078%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	180,763	$10.66M	0.0%	-0.4%	0.088%
5/10/2024	Jupiter Asset Management Ltd.	1,656,794	$98.66M	0.9%	+14.5%	0.807%
5/9/2024	Blair William & Co. IL	381,103	$22.70M	0.1%	-16.1%	0.186%
5/9/2024	Beacon Investment Advisory Services Inc.	4,194	$250K	0.0%	-10.7%	0.002%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	103,048	$6.14M	0.0%	+22.8%	0.050%
5/9/2024	State Board of Administration of Florida Retirement System	211,921	$12.36M	0.0%	-2.9%	0.103%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	57,812	$3.44M	0.0%	+336.7%	0.028%
5/8/2024	Avantax Advisory Services Inc.	16,173	$963K	0.0%	+7.1%	0.008%

(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, 717 institutional investors and hedge funds held shares of DocuSign. The most heavily invested institutionals were Vanguard Group Inc. ($1.27B), Coatue Management LLC ($288.27M), Capital World Investors ($249.36M), Price T Rowe Associates Inc. MD ($221.07M), Two Sigma Advisers LP ($210.67M), Newlands Management Operations LLC ($210.63M), and Jericho Capital Asset Management L.P. ($203.54M).Learn more on DOCU's institutional investors.
What percentage of DocuSign stock is owned by institutional investors?: 77.64% of DocuSign stock is owned by institutional investors. Learn more on DOCU's institutional investor holdings.
Which institutional investors have been buying DocuSign stock?: Of the 582 institutional investors that purchased DocuSign 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 ($5.21M), Wellington Management Group LLP ($3.40M), Jericho Capital Asset Management L.P. ($2.60M), Assenagon Asset Management S.A. ($2.41M), Renaissance Technologies LLC ($2.30M), and Norges Bank ($2.25M).

How much institutional buying is happening at DocuSign?: Institutional investors have bought a total of 64,612,500 shares in the last 24 months. This purchase volume represents approximately $3.52B in transactions.
Which DocuSign major shareholders have been selling company stock?: Of the 414 institutional investors that sold DocuSign stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allianz Asset Management GmbH ($84.86M), Lazard Asset Management LLC ($39.88M), Franklin Resources Inc. ($38.99M), Verition Fund Management LLC ($14.87M), Polen Capital Management LLC ($8.87M), Russell Investments Group Ltd. ($6.29M), and Fisher Asset Management LLC ($5.81M).
How much institutional selling is happening at DocuSign?: Institutional investors have sold a total of 238,753,535 shares in the last 24 months. This volume of shares sold represents approximately $13.10B in transactions.