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Disclosery

DOCU DOCUSIGN INC

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Stock (common), issuer CIK 1261333

795 managers (819 13F filers) reported a position in DOCU shares at 2024-12-31, 176,777,014 shares in all. 166 filers opened a position and 89 filers sold out during the quarter.

Managers
795
13F filers
819
New
166
Added
264
Reduced
234
Sold out
89
Shares held by filers
176,777,014

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,191$737K0.05%+1,35713F-HRTimelineGroup
Garde Capital, Inc.8,136$732K0.05%-25013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC8,042$723K0.6%-2,07113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC8,010$720K0.05%new13F-HRTimeline
Financial Advocates Investment Manageme…7,968$717K0.04%-56913F-HRTimeline
Rodgers Brothers Inc.7,840$705K0.09%013F-HRTimeline
Integrated Wealth Concepts LLC7,805$702K0.01%+2,84113F-HRTimeline
Fluent Financial, LLC7,711$694K0.31%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,691$692K<0.01%-120,88113F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT7,588$682K0.02%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,585$682K0.28%+29513F-HRTimelineGroup
iA Global Asset Management Inc.7,555$679K0.01%-1,80313F-HRTimeline
Gilbert & Cook, Inc.7,466$671K0.09%-3713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,434$669K0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,424$668K0.07%-2,90913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,318$658K<0.01%+2,68013F-HRTimelineGroup
DC Investments Management, LLC7,279$655K0.43%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.7,267$654K0.02%+19013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT7,223$650K0.02%+82913F-HR/ATimeline
Patriot Financial Group Insurance Agenc…7,202$648K0.09%-2,00913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,084$637K<0.01%-2,41113F-HRTimelineGroup
Sigma Planning Corp6,978$628K0.02%+2,27513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,877$619K+6,862Timeline
INDEPENDENT FINANCIAL GROUP, LLC6,848$616K0.02%-1,07513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,776$609K0.04%+9413F-HRTimelineGroup
NewEdge Advisors, LLC6,745$607K<0.01%+46913F-HRTimeline
Comprehensive Financial Management LLC6,593$593K0.02%013F-HRTimeline
Intellectus Partners, LLC6,577$592K0.13%-1,40013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,532$587K<0.01%-1,80913F-HRTimelineGroup
Wealthspire Advisors, LLC6,457$581K0.01%+39413F-HRTimeline
Americana Partners, LLC6,332$570K0.02%013F-HRTimeline
United Super Pty Ltd in its capacity as…6,200$558K0.02%new13F-HRTimeline
PATTEN & PATTEN INC/TN6,109$549K0.04%-90013F-HRTimeline
CHOREO, LLC5,973$547K0.01%+79113F-HRTimeline
Snowden Capital Advisors LLC6,073$546K0.02%new13F-HRTimeline
BENNETT SELBY INVESTMENTS LP6,071$546K0.22%013F-HRTimeline
Essex LLC6,068$546K0.11%-62013F-HRTimeline
Baader Bank Aktiengesellschaft6,011$541K0.05%-6,15313F-HRTimeline
Western Wealth Management, LLC5,998$539K0.04%+47013F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,990$539K0.01%+13313F-HRTimelineGroup
Caprock Group, LLC5,989$539K0.02%+84413F-HRTimeline
Lingohr Asset Management GmbH5,864$538K1.12%new13F-HRTimeline
Pallas Capital Advisors LLC5,977$538K0.02%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,903$531K0.02%new13F-HRTimelineGroup
Compound Planning, Inc.5,861$527K0.03%+1,23513F-HRTimeline
Cubist Systematic Strategies, LLC5,800$522K0.01%-173,41213F-HRTimeline
Burns Matteson Capital Management, LLC5,744$517K0.29%new13F-HRTimeline
Bristlecone Advisors, LLC5,613$505K0.04%+5913F-HRTimeline
OSSIAM5,606$504K0.01%+1,37113F-HRTimeline
NorthCoast Asset Management LLC5,605$504K<0.01%-11013F-HR/ATimeline
CastleKnight Management LP5,400$486K0.05%-17,60013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,377$484K0.04%new13F-HRTimeline
LEUTHOLD GROUP, LLC5,369$483K0.06%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.5,332$480K0.03%-10813F-HRTimeline
Horizon Investment Services, LLC5,323$479K0.2%new13F-HRTimeline
Palogic Value Management, L.P.5,321$479K0.19%+6913F-HR/ATimeline
Cassaday & Co Wealth Management LLC5,183$466K0.01%new13F-HRTimeline
Wahed Invest LLC5,145$463K0.08%new13F-HRTimeline
Legacy Financial Advisors, Inc.5,087$458K0.08%+2913F-HRTimeline
Formidable Asset Management, LLC5,076$457K0.07%-1,55213F-HRTimeline
Philip James Wealth Mangement, LLC5,045$454K0.06%-92513F-HRTimeline
Independent Advisor Alliance5,042$453K0.01%+57713F-HRTimeline
Obermeyer Wealth Partners5,000$450K0.02%013F-HRTimeline
Aaron Wealth Advisors LLC4,940$444K0.05%+60613F-HRTimeline
New Age Alpha Advisors, LLC4,914$442K0.02%new13F-HR/ATimeline
Csenge Advisory Group4,905$441K0.02%+1,36013F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …4,880$439K0.02%+73313F-HRTimelineGroup
Ridgewood Investments LLC4,873$438K0.21%-1,51213F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,820$434K0.26%-1,07013F-HRTimeline
Aigen Investment Management, LP4,804$432K0.08%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,803$432K0.02%+88913F-HRTimeline
TOWNSQUARE CAPITAL LLC4,680$421K<0.01%-42313F-HRTimeline
DMC Group, LLC4,670$420K0.34%+10913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,647$418K<0.01%new13F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd4,641$417K0.16%new13F-HRTimeline
Pingora Partners LLC4,600$414K0.27%013F-HRTimeline
Impact Partnership Wealth, LLC4,596$413K0.08%+22313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,594$413K0.02%-8013F-HRTimeline
State of Wyoming4,565$411K0.05%+2,92713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,517$408K0.03%-434,39713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.4,450$400K0.05%013F-HRTimeline
Silvant Capital Management LLC4,342$391K0.02%-1313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,247$382K0.01%-2,99113F-HRTimelineGroup
Synergy Financial Group, LTD4,241$381K0.32%+14013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,192$377K0.09%new13F-HRTimelineGroup
Ariadne Wealth Management, LP4,121$374K0.17%+19413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,105$369K0.01%+25613F-HRTimeline
CERTUITY, LLC4,036$363K0.04%new13F-HRTimeline
Schonfeld Strategic Advisors LLC3,950$355K<0.01%-35,89813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,942$355K<0.01%+38113F-HRTimelineGroup
UniSuper Management Pty Ltd3,900$351K<0.01%-1,50013F-HRTimeline
Claret Asset Management Corp3,865$348K0.05%+2613F-HRTimeline
Leonteq Securities AG3,843$346K0.03%-2,74613F-HRTimeline
Ethic Inc.3,794$341K0.01%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC3,782$340K0.01%-3,66913F-HRTimeline
Wealthfront Advisers LLC3,772$339K<0.01%-10613F-HR/ATimeline
Optimist Retirement Group LLC3,757$338K0.16%-65913F-HRTimeline
Covestor Ltd3,739$337K0.21%+43313F-HRTimeline
FIL Ltdin group FIL Ltd3,710$334K<0.01%-1,813,59413F-HRTimelineGroup
Tairen Capital Ltd3,700$333K0.05%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,654$329K0.03%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,615$325K<0.01%-1713F-HRTimelineGroup
GRIES FINANCIAL LLC3,508$316K0.06%-65613F-HRTimeline
Burton Enright Welch3,500$315K0.07%+113F-HRTimeline
United Advisor Group, LLC3,480$313K0.06%-36113F-HRTimeline
Total Wealth Planning & Management, Inc.3,472$312K0.31%13F-HRTimeline
TFB Advisors LLC3,469$312K0.09%new13F-HRTimeline
SYM FINANCIAL Corp3,415$307K0.04%+2613F-HRTimeline
THOMPSON DAVIS & CO., INC.3,410$307K0.2%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC3,347$301K0.02%+213F-HRTimeline
OPTIMIZE FINANCIAL INC.3,335$300K0.22%13F-HRTimeline
Sunbelt Securities, Inc.3,247$298K0.03%013F-HRTimeline
Knollwood Investment Advisory, LLC3,301$297K0.03%013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd3,298$297K<0.01%new13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD3,258$293K<0.01%-4,30913F-HRTimeline
Twin Lakes Capital Management, LLC3,230$291K0.19%013F-HRTimeline
PFG Investments, LLC3,219$290K0.02%-3,75213F-HRTimeline
Sovereign Financial Group, Inc.3,219$289K0.07%-1,26813F-HRTimeline
Kera Capital Partners, Inc.3,191$287K0.08%13F-HRTimeline
Frank, Rimerman Advisors LLC3,174$285K0.02%new13F-HRTimeline
MACKENZIE FINANCIAL CORP3,144$283K<0.01%-50,88413F-HR/ATimeline
Caitong International Asset Management …3,124$281K0.28%13F-HR/ATimeline
Ballentine Partners, LLC3,088$278K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,064$276K<0.01%-28913F-HRTimelineGroup
Freedom Investment Management, Inc.3,038$273K0.02%-20713F-HRTimeline
Adero Partners, LLC3,019$272K0.02%new13F-HRTimeline
K.J. Harrison & Partners Inc3,000$271K0.04%new13F-HRTimeline
V-Square Quantitative Management LLC3,004$270K0.04%-1513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,991$269K0.06%new13F-HRTimeline
Claro Advisors Inc.2,962$266K0.04%-83113F-HRTimeline
Laird Norton Wetherby Wealth Management…2,929$263K0.01%new13F-HRTimeline
Optas, LLC2,869$258K0.06%new13F-HRTimeline
CAP Partners, LLC2,862$257K0.18%new13F-HRTimeline
Composition Wealth, LLC2,861$257K0.01%new13F-HRTimeline
Financial Partners Group, Inc2,855$257K0.04%-63113F-HRTimeline
SANDERS MORRIS HARRIS LLC2,850$256K0.04%new13F-HRTimeline
Valeo Financial Advisors, LLC2,830$255K0.01%new13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,812$253K0.1%new13F-HRTimeline
IFP Advisors, Inc2,798$252K0.01%+1,99713F-HRTimeline
Metis Global Partners, LLC2,783$250K0.01%-82613F-HRTimeline
Parallel Advisors, LLC2,773$249K0.01%+19213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,506$249K<0.01%+19013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,745$247K0.01%-75213F-HRTimeline
Jain Global LLC2,732$246K0.01%13F-HRTimeline
OneDigital Investment Advisors LLC2,646$238K<0.01%new13F-HRTimeline
Moors & Cabot, Inc.2,630$237K0.01%new13F-HRTimeline
World Investment Advisors2,629$236K0.01%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,604$234K0.02%new13F-HRTimeline
Venturi Wealth Management, LLC2,583$232K0.01%-4,13913F-HRTimeline
SPC Financial, Inc.2,575$232K0.02%new13F-HRTimeline
Waverly Advisors, LLC2,572$231K<0.01%-2,79313F-HRTimeline
Quantessence Capital LLC2,568$231K0.09%13F-HRTimeline
Meredith Wealth Planning2,565$231K0.1%new13F-HRTimeline
Valtrion Capital Management, LLC2,557$230K0.3%13F-HRTimeline
HighPoint Advisor Group LLC2,605$229K0.01%new13F-HRTimeline
Transcendent Capital Group LLC2,516$226K0.12%-37613F-HRTimeline
Kingsview Wealth Management, LLC2,514$226K<0.01%new13F-HRTimeline
Canton Hathaway, LLC2,500$225K0.06%-16,70513F-HRTimeline
IVC Wealth Advisors LLC2,497$225K0.13%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …2,496$224K0.01%-2,76613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,477$223K0.01%new13F-HRTimeline
Good Life Advisors, LLC2,474$223K0.02%new13F-HRTimeline
NWAM LLC2,467$222K0.01%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…2,457$221K0.1%new13F-HRTimeline
Telos Capital Management, Inc.2,455$221K0.02%new13F-HRTimeline
Vise Technologies, Inc.2,455$221K0.02%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,453$221K0.02%new13F-HRTimeline
Stonegate Investment Group, LLC2,404$216K0.01%new13F-HRTimeline
GERBER, LLC2,400$216K0.16%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,389$215K<0.01%new13F-HRTimelineGroup
Hudock, Inc.2,361$212K0.04%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,336$210K<0.01%-92613F-HRTimelineGroup
FineMark National Bank & Trust2,332$210K0.01%new13F-HRTimeline
Savvy Advisors, Inc.2,330$210K0.03%new13F-HRTimeline
Kovack Advisors, Inc.2,303$207K0.02%new13F-HRTimeline
Garden State Investment Advisory Servic…2,286$206K0.06%new13F-HRTimeline
Global Retirement Partners, LLC2,253$203K0.01%+1,19813F-HRTimeline
Smartleaf Asset Management LLC2,204$202K0.02%+1,95413F-HRTimeline
Redwood Financial Network Corp2,242$202K0.15%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,236$201K0.02%new13F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED2,133$196K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC2,172$195K0.07%-19613F-HRTimeline
CoreCap Advisors, LLC2,044$184K0.01%+1,08613F-HRTimeline
Versant Capital Management, Inc2,035$183K0.04%+8113F-HRTimeline
Caption Management, LLC2,000$180K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,872$168K0.01%-1,59713F-HRTimeline
Icon Wealth Advisors, LLC1,744$157K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,686$152K<0.01%+18313F-HRTimeline
Reyes Financial Architecture, Inc.1,651$148K0.12%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,570$141K0.03%-15113F-HRTimeline
Quarry LP1,517$136K0.03%+1,30713F-HRTimeline
Farther Finance Advisors, LLC1,515$136K<0.01%-2,80513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,500$135K0.01%013F-HRTimeline
Horizon Investments, LLC1,391$125K<0.01%+6113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,302$117K<0.01%+32713F-HRTimelineGroup
Castleview Partners, LLC1,233$111K0.06%-15613F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,221$109K<0.01%-86013F-HRTimelineGroup
Clearstead Advisors, LLC1,200$108K<0.01%+18613F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC1,130$102K0.13%new13F-HRTimeline
Innovative Advisory Group, LLC1,101$99K0.09%13F-HRTimeline