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Disclosery

DOCU DOCUSIGN INC

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Stock (common), issuer CIK 1261333

791 managers (812 13F filers) reported a position in DOCU shares at 2025-03-31, 173,008,504 shares in all. 106 filers opened a position and 112 filers sold out during the quarter.

Managers
791
13F filers
812
New
106
Added
278
Reduced
290
Sold out
112
Shares held by filers
173,008,504

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ZACKS INVESTMENT MANAGEMENT7,467$608K0.01%-24,76213F-HRTimeline
INCEPTIONR LLC7,450$606K0.18%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,435$605K0.28%-15013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,351$598K0.04%-84013F-HRTimelineGroup
Fairvoy Private Wealth, LLC7,322$596K0.16%-29,87513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP7,245$590K0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,219$588K0.02%+37113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding7,187$585K+310Timeline
Fluent Financial, LLC7,169$584K0.25%-54213F-HRTimeline
Compound Planning, Inc.7,153$582K0.03%+1,29213F-HRTimeline
CHOREO, LLC7,041$573K0.01%+1,06813F-HRTimeline
Sheaff Brock Investment Advisors, LLC6,952$566K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,888$561K<0.01%+35613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,865$556K0.02%-4,36913F-HRTimelineGroup
Financial Advocates Investment Manageme…6,831$556K0.04%-1,13713F-HRTimeline
State of Wyoming6,814$555K0.07%+2,24913F-HRTimeline
HANCOCK WHITNEY CORP6,689$544K0.02%new13F-HRTimeline
Comprehensive Financial Management LLC6,593$537K0.02%013F-HRTimeline
Wealthspire Advisors, LLC6,579$536K<0.01%+12213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,559$534K0.04%-21713F-HRTimelineGroup
United Super Pty Ltd in its capacity as…6,500$529K0.02%+30013F-HRTimeline
SeaCrest Wealth Management, LLC6,474$527K0.06%-95013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise6,465$526K0.02%13F-HRTimelineGroup
SG Americas Securities, LLC6,451$525K<0.01%-81,09913F-HRTimeline
Baader Bank Aktiengesellschaft6,545$523K0.05%+53413F-HRTimeline
ASR Vermogensbeheer N.V.6,423$523K0.01%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,376$519K<0.01%-94213F-HRTimelineGroup
Snowden Capital Advisors LLC6,006$489K0.02%-6713F-HRTimeline
BENNETT SELBY INVESTMENTS LP5,993$488K0.19%-7813F-HRTimeline
NAVELLIER & ASSOCIATES INC5,897$486K0.07%new13F-HRTimeline
Pallas Capital Advisors LLC5,957$485K0.02%-2013F-HRTimeline
Essex LLC5,938$483K0.1%-13013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,915$481K0.01%-7513F-HRTimelineGroup
Western Wealth Management, LLC5,887$479K0.03%-11113F-HRTimeline
Intellectus Partners, LLC5,827$474K0.12%-75013F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,814$473K0.02%+5,03413F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,800$472K0.03%-2,21013F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …5,775$470K0.03%+89513F-HRTimelineGroup
Burns Matteson Capital Management, LLC5,762$469K0.25%+1813F-HRTimeline
Rakuten Investment Management, Inc.5,574$464K<0.01%13F-HRTimeline
Americana Partners, LLC5,612$457K0.02%-72013F-HRTimeline
Rehmann Capital Advisory Group5,560$453K0.03%-2,97113F-HRTimeline
PATTEN & PATTEN INC/TN5,549$452K0.03%-56013F-HRTimeline
Oak Thistle LLC5,521$449K0.09%-5,08513F-HRTimeline
Palogic Value Management, L.P.5,438$443K0.19%+11713F-HR/ATimeline
GeoWealth Management, LLC5,414$441K0.02%-9,23513F-HRTimeline
Aaron Wealth Advisors LLC5,383$438K0.05%+44313F-HRTimeline
Audent Global Asset Management, LLC5,358$436K0.36%-22,06713F-HRTimeline
Gallacher Capital Management LLC5,337$434K0.21%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,315$433K0.04%-6213F-HR/ATimeline
Independent Advisor Alliance5,270$429K0.01%+22813F-HRTimeline
CENTAURUS FINANCIAL, INC.5,262$428K0.03%-7013F-HRTimeline
LEUTHOLD GROUP, LLC5,188$422K0.05%-18113F-HRTimeline
Prime Capital Investment Advisors, LLC5,149$419K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC5,133$418K0.01%-5013F-HRTimeline
TOWNSQUARE CAPITAL LLC5,133$418K<0.01%+45313F-HRTimeline
Bristlecone Advisors, LLC5,132$418K0.03%-48113F-HRTimeline
Wahed Invest LLC5,127$417K0.07%-1813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,105$416K0.01%+30213F-HRTimeline
Legacy Financial Advisors, Inc.5,067$412K0.07%-2013F-HRTimeline
Obermeyer Wealth Partners5,000$407K0.02%013F-HRTimeline
PIAR LLC5,000$407K0.45%-4,00013F-HRTimeline
DMC Group, LLC4,997$407K0.33%+32713F-HRTimeline
Prospera Financial Services Inc4,995$407K0.01%new13F-HRTimeline
Jackson Creek Investment Advisors LLC4,971$405K0.13%-3,54913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,964$404K0.02%+37013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,964$404K0.04%+44713F-HRTimeline
Impact Partnership Wealth, LLC4,938$402K0.09%+34213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,912$400K0.11%+72013F-HRTimelineGroup
Farther Finance Advisors, LLC4,827$399K0.01%+3,31213F-HRTimeline
Synergy Financial Group, LTD4,836$394K0.35%+59513F-HRTimeline
Parallel Advisors, LLC4,764$388K0.01%+1,99113F-HRTimeline
Formidable Asset Management, LLC4,736$386K0.06%-34013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,648$378K<0.01%+70613F-HRTimelineGroup
Versant Capital Management, Inc4,606$375K0.06%+2,57113F-HRTimeline
Pingora Partners LLC4,600$374K0.28%013F-HRTimeline
NorthCoast Asset Management LLC4,547$370K<0.01%-1,05813F-HR/ATimeline
CHILTON INVESTMENT CO INC.4,540$370K0.01%new13F-HRTimeline
111 Capital4,499$366K0.07%-14,63113F-HRTimeline
World Investment Advisors4,481$365K0.01%+1,85213F-HRTimeline
Philip James Wealth Mangement, LLC4,470$364K0.04%-57513F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.4,450$362K0.04%013F-HRTimeline
OSSIAM4,449$362K0.01%-1,15713F-HRTimeline
Sigma Planning Corp4,390$357K0.01%-2,58813F-HRTimeline
Csenge Advisory Group4,696$354K0.02%-20913F-HRTimeline
J2 Capital Management Inc4,335$353K0.32%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC4,310$351K<0.01%new13F-HRTimelineGroup
CERTUITY, LLC4,268$347K0.04%+23213F-HRTimeline
Geneos Wealth Management Inc.4,258$347K0.01%+2,38613F-HRTimeline
Ariadne Wealth Management, LP4,110$342K0.18%-1113F-HRTimeline
Truvestments Capital LLC4,057$330K0.07%+2,96213F-HRTimeline
Ground Swell Capital, LLC3,972$323K0.74%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,957$322K0.02%-16,11813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT3,926$320K0.01%+1,44913F-HRTimeline
UniSuper Management Pty Ltd3,900$317K<0.01%013F-HRTimeline
United Advisor Group, LLC3,883$316K0.06%+40313F-HRTimeline
Claret Asset Management Corp3,868$315K0.05%+313F-HRTimeline
OSTRUM ASSET MANAGEMENT3,845$313K0.02%-14,08213F-HRTimeline
Ridgewood Investments LLC3,723$303K0.14%-1,15013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.3,700$301K0.19%-1,12013F-HRTimeline
Aspen Investment Management Inc3,698$301K0.14%-9,67713F-HRTimeline
Wealthfront Advisers LLC3,686$300K<0.01%-8613F-HRTimeline
Kera Capital Partners, Inc.3,607$294K0.09%+41613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,602$293K0.03%-5213F-HRTimeline
Metis Global Partners, LLC3,564$290K0.01%+78113F-HRTimeline
TFB Advisors LLC3,551$289K0.08%+8213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,522$287K0.02%new13F-HRTimeline
GAMMA Investing LLC3,519$286K0.02%+2,71613F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,507$285K<0.01%new13F-HRTimelineGroup
Burton Enright Welch3,501$285K0.06%+113F-HRTimeline
SYM FINANCIAL Corp3,476$283K0.03%+6113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,475$283K<0.01%-14013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP3,455$281K<0.01%+31113F-HRTimeline
Venturi Wealth Management, LLC3,440$280K0.01%+85713F-HRTimeline
Dorsey & Whitney Trust CO LLC3,399$277K0.02%+5213F-HRTimeline
Cambria Investment Management, L.P.3,373$275K0.02%new13F-HRTimeline
RFG Advisory, LLC3,366$274K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,350$273K0.01%+60513F-HRTimeline
Advisor Resource Council3,420$271K0.02%new13F-HRTimeline
Knollwood Investment Advisory, LLC3,301$269K0.03%013F-HRTimeline
PFG Investments, LLC3,266$266K0.02%+4713F-HRTimeline
Ballentine Partners, LLC3,262$266K<0.01%+17413F-HRTimeline
PINNACLE ASSOCIATES LTD3,248$264K<0.01%-1013F-HRTimeline
Adero Partners, LLC3,231$263K0.02%+21213F-HRTimeline
Twin Lakes Capital Management, LLC3,230$263K0.18%013F-HRTimeline
V-Square Quantitative Management LLC3,190$260K0.04%+18613F-HRTimeline
SEEDS INVESTOR LLC3,172$258K0.07%new13F-HRTimeline
Valeo Financial Advisors, LLC3,144$256K0.01%+31413F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC3,143$256K<0.01%new13F-HRTimelineGroup
Cordatus Wealth Management LLC3,097$252K0.07%new13F-HRTimeline
Optas, LLC3,088$251K0.04%+21913F-HRTimeline
OneDigital Investment Advisors LLC3,060$249K<0.01%+41413F-HRTimeline
Composition Wealth, LLC3,026$246K<0.01%+16513F-HRTimeline
Total Wealth Planning & Management, Inc.3,024$246K0.25%-44813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,015$245K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC2,981$245K0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,007$245K0.01%new13F-HRTimelineGroup
Claro Advisors Inc.2,996$244K0.03%+3413F-HRTimeline
Sovereign Financial Group, Inc.2,992$244K0.06%-22713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,991$243K0.05%013F-HRTimeline
Garden State Investment Advisory Servic…2,986$243K0.08%+70013F-HRTimeline
Sunbelt Securities, Inc.2,979$242K0.02%-26813F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC2,964$241K0.03%new13F-HRTimeline
Fieldview Capital Management, LLC2,950$240K0.03%new13F-HRTimeline
HB Wealth Management, LLC2,941$239K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.2,933$239K0.02%+60313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC2,922$238K<0.01%-4,16213F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC2,850$236K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,887$235K0.01%new13F-HRTimeline
CAP Partners, LLC2,885$235K0.17%+2313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,850$232K<0.01%-21413F-HRTimelineGroup
Q3 Asset Management2,860$232K0.16%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,847$232K<0.01%-1,25813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,769$230K0.04%new13F-HRTimeline
Valtrion Capital Management, LLC2,809$229K0.31%+25213F-HRTimeline
Qtron Investments LLC2,800$228K0.03%new13F-HRTimeline
Covestor Ltd2,783$227K0.15%-95613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,767$225K<0.01%+26113F-HR/ATimeline
One Wealth Advisors, LLC2,758$225K0.03%new13F-HRTimeline
IFP Advisors, Inc2,736$223K0.01%-6213F-HRTimeline
OPTIMIZE FINANCIAL INC.2,726$222K0.16%-60913F-HR/ATimeline
TWO SIGMA SECURITIES, LLC2,724$222K0.03%-7,70813F-HRTimeline
HighPoint Advisor Group LLC2,674$220K0.01%+6913F-HRTimeline
MGO ONE SEVEN LLC2,680$218K0.01%new13F-HRTimeline
Financial Partners Group, Inc2,671$217K0.03%-18413F-HRTimeline
Waverly Advisors, LLC2,660$217K<0.01%+8813F-HRTimeline
Kingsview Wealth Management, LLC2,655$216K<0.01%+14113F-HRTimeline
GRIES FINANCIAL LLC2,639$215K0.04%-86913F-HRTimeline
Moors & Cabot, Inc.2,630$214K0.01%013F-HRTimeline
SPC Financial, Inc.2,625$214K0.02%+5013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding2,571$212K-130,949Timeline
D.A. DAVIDSON & CO.2,591$211K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2,575$210K0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC2,535$206K0.05%new13F-HRTimeline
Good Life Advisors, LLC2,525$206K0.01%+5113F-HRTimeline
Performance Wealth Partners, LLC2,500$204K0.01%new13F-HRTimeline
IVC Wealth Advisors LLC2,497$203K0.11%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC2,477$202K0.09%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…2,457$200K0.1%013F-HRTimeline
Siemens Fonds Invest GmbH2,336$190K0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.2,149$175K0.13%+49813F-HRTimeline
Rossby Financial, LCC2,084$173K0.07%new13F-HRTimeline
Leonteq Securities AG2,108$170K0.01%-1,73513F-HRTimeline
Smartleaf Asset Management LLC2,004$167K0.02%-20013F-HRTimeline
UMB Bank, n.a.1,995$162K<0.01%+1,06513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
THURSTON, SPRINGER, MILLER, HERD & TITA…1,920$156K0.03%+35013F-HRTimeline
Global Trust Asset Management, LLC1,780$145K0.09%-39213F-HRTimeline
Icon Wealth Advisors, LLC1,771$144K0.01%+2713F-HRTimeline
SIGNATUREFD, LLC1,564$127K<0.01%-12213F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,500$122K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,456$119K0.01%-58813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,651$116K<0.01%+43013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,400$114K<0.01%new13F-HRTimelineGroup
MRP Capital Investments, LLC1,400$114K0.11%new13F-HRTimeline
Horizon Investments, LLC1,370$112K<0.01%-2113F-HRTimeline
Lindbrook Capital, LLC1,351$110K0.01%+80713F-HRTimeline
Archer Investment Corp1,250$102K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,204$98K<0.01%+1,08913F-HRTimelineGroup
Clearstead Advisors, LLC1,200$97.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,147$93.4K<0.01%+21513F-HRTimeline