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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
Truvestments Capital LLC1,095$98.5K0.03%-9413F-HRTimeline
First Pacific Financial1,092$98.2K0.02%013F-HRTimeline
Union Bancaire Privee, UBP SA1,050$96.3K<0.01%13F-HR/ATimeline
Coppell Advisory Solutions LLC1,030$94.5K0.01%-3913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,035$93.1K0.01%-20913F-HRTimelineGroup
Allworth Financial LP977$89.7K<0.01%+23413F-HRTimeline
Financial Perspectives, Inc981$88.2K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC932$83.8K<0.01%+3913F-HRTimeline
UMB Bank, n.a.930$83.6K<0.01%+87713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
City State Bank899$80.9K0.03%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK843$75.8K<0.01%+1413F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD840$75.5K0.05%-41013F-HRTimeline
Arax Advisory Partners825$74.2K<0.01%-3,55613F-HRTimeline
Wilmington Savings Fund Society, FSB819$73.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.812$73K<0.01%-2613F-HRTimeline
GAMMA Investing LLC803$72.2K0.01%+60813F-HRTimeline
Rakuten Securities, Inc.797$71.7K0.03%+13813F-HRTimeline
QUADRANT CAPITAL GROUP LLC780$70.2K<0.01%+69613F-HRTimeline
Putney Financial Group LLC722$64.9K0.06%13F-HRTimeline
WHITTIER TRUST CO715$64.3K<0.01%013F-HRTimeline
Blue Trust, Inc.700$63K<0.01%-78513F-HR/ATimeline
Friedenthal Financial605$54.4K0.03%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS600$54K0.02%+40013F-HRTimeline
Capital Advisors, Ltd. LLC563$51K0.01%013F-HRTimeline
Brooklyn Investment Group562$50.5K0.02%+3513F-HRTimeline
TD Waterhouse Canada Inc.557$50.1K<0.01%+14313F-HRTimeline
Lindbrook Capital, LLC544$48.9K<0.01%+1113F-HRTimeline
Avior Wealth Management, LLC542$48.7K<0.01%+14513F-HRTimeline
WOLFF WIESE MAGANA LLC536$48.2K0.03%-8813F-HRTimeline
PRIVATE TRUST CO NA515$46.3K<0.01%013F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP500$45K0.06%-2,50013F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.498$44.8K<0.01%+5513F-HRTimelineGroup
WPG Advisers, LLC484$43.5K0.04%13F-HRTimeline
Avion Wealth487$43K0.01%+36813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC472$42K<0.01%+39213F-HRTimelineGroup
Cornerstone Planning Group LLC428$39.5K0.01%-613F-HRTimeline
McIlrath & Eck, LLC432$38.9K<0.01%+35713F-HRTimeline
Bank & Trust Co424$38.1K0.03%013F-HRTimeline
Wood Tarver Financial Group, LLC422$37K0.01%13F-HRTimeline
North Star Investment Management Corp.406$36.5K<0.01%013F-HRTimeline
Centiva Capital, LP400$36K<0.01%-27,58613F-HRTimeline
Modus Advisors, LLC400$36K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.397$35.7K<0.01%+20113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC385$34.6K<0.01%013F-HRTimelineGroup
ZynergyRetirementPlanningLLC557$34.6K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.373$33.5K0.03%13F-HRTimeline
Van Hulzen Asset Management, LLC365$32.8K<0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…340$30.6K0.01%+24013F-HRTimeline
Advisors Asset Management, Inc.324$29.1K<0.01%+6213F-HR/ATimeline
SWAN Capital LLC300$27K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC275$24.7K0.01%+5013F-HRTimeline
Pacifica Partners Inc.265$24K0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.263$23.7K0.01%new13F-HRTimeline
LGT Financial Advisors LLC259$23.3K0.05%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.257$23K<0.01%-1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CarsonAllaria Wealth Management, Ltd.242$21.8K0.01%-1313F-HRTimeline
PSI Advisors, LLC239$21.5K0.01%013F-HRTimeline
ADIRONDACK TRUST CO235$21.1K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC234$21K<0.01%-513F-HRTimeline
WealthCollab, LLC229$20.6K0.01%+3213F-HRTimeline
CVA Family Office, LLC225$20.2K<0.01%-1013F-HRTimeline
Strategic Investment Solutions, Inc. /IL225$20.2K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC225$20.2K0.01%13F-HRTimeline
Park Square Financial Group, LLC215$19.3K0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC204$18.3K<0.01%013F-HRTimeline
Grove Bank & Trust202$18.2K<0.01%-3013F-HRTimeline
MONTAG A & ASSOCIATES INC200$18K<0.01%013F-HRTimeline
HM PAYSON & CO200$18K<0.01%013F-HRTimeline
SRH ADVISORS, LLC200$18K0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.200$18K0.02%13F-HRTimeline
Stephens Consulting, LLC200$18K<0.01%new13F-HRTimeline
Aspetuck Financial Management LLC200$18K0.01%13F-HRTimeline
Quent Capital, LLC199$17.9K<0.01%013F-HRTimeline
Continuum Advisory, LLC192$17.3K<0.01%-2313F-HRTimeline
Medallion Wealth Advisors, LLC207$16.9K0.01%13F-HRTimeline
MATHER GROUP, LLC.186$16.7K<0.01%+17313F-HRTimeline
Main Street Group, LTD185$16.6K0.01%013F-HRTimeline
GoalVest Advisory LLC181$16.3K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…180$16.2K<0.01%-7113F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB179$16.1K<0.01%+16813F-HRTimeline
LRI Investments, LLC171$15.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC169$15.2K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.167$15K<0.01%013F-HRTimelineGroup
NewSquare Capital LLC155$13.9K<0.01%+213F-HRTimeline
Larson Financial Group LLC152$13.7K<0.01%+3513F-HRTimeline
IAG Wealth Partners, LLC140$12.6K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.136$12.2K<0.01%+713F-HRTimeline
Atala Financial Inc135$12.1K0.01%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…135$12K<0.01%-51,09613F-HRTimelineGroup
Private Wealth Management Group, LLC126$11.3K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.125$11.2K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC118$10.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RICHARDSON FINANCIAL SERVICES INC.115$10.5K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management115$10.3K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust106$9.53K<0.01%+1013F-HRTimeline
PFS Partners, LLC105$9.44K0.01%013F-HRTimeline
EMC Capital Management100$9K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$8.99K<0.01%013F-HRTimeline
Addison Advisors LLC100$8.99K<0.01%013F-HRTimeline
NFSG Corp100$8.99K<0.01%new13F-HRTimeline
Nordwand Advisors, LLC100$8.99K<0.01%013F-HRTimeline
Graney & King, LLC100$8.99K0.01%13F-HRTimeline
Berbice Capital Management LLC100$8.99K0.01%13F-HRTimeline
Bogart Wealth, LLC91$8.19K<0.01%-1713F-HRTimeline
Fourth Dimension Wealth, LLC91$8.18K<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT90$8.1K<0.01%013F-HRTimeline
TSFG, LLC92$8K<0.01%013F-HRTimeline
Atlatl Advisers LLC87$7.83K<0.01%13F-HRTimeline
Tidemark, LLC79$7.11K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC87$7K<0.01%+2413F-HRTimeline
Hemington Wealth Management83$7K<0.01%+1013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC72$6.48K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO67$6.03K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc67$6.03K<0.01%+1513F-HRTimeline
WR Wealth Planners, LLC66$5.94K<0.01%-20813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$5.85K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC62$5.58K<0.01%13F-HRTimeline
High Note Wealth, LLC56$5.04K<0.01%new13F-HRTimeline
Hurley Capital, LLC52$4.69K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC52$4.68K<0.01%013F-HRTimeline
Westside Investment Management, Inc.50$4.5K<0.01%+1013F-HRTimeline
BFSG, LLC50$4.5K<0.01%013F-HRTimeline
NCP Inc.50$4.5K<0.01%-25013F-HRTimeline
Asset Planning,Inc50$4.5K<0.01%13F-HRTimeline
Rise Advisors, LLC48$4.32K<0.01%-22613F-HRTimeline
Creekmur Asset Management LLC47$4.23K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…45$4.13K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.44$3.96K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC44$3.96K<0.01%013F-HRTimeline
Gleason Group, Inc.43$3.87K<0.01%013F-HRTimeline
Nemes Rush Group LLC43$3.87K<0.01%-3813F-HRTimeline
AlphaQuest LLC38$3.42K<0.01%-2,02913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32$3K<0.01%-4813F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…30$2.7K<0.01%013F-HRTimelineGroup
YANKCOM Partnership28$2.52K<0.01%13F-HRTimeline
Park Place Capital Corp27$2.43K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC25$2.25K<0.01%013F-HRTimeline
Performa Ltd (US), LLC25$2.25K<0.01%-33513F-HRTimeline
JFS WEALTH ADVISORS, LLC23$2.07K<0.01%+2113F-HRTimeline
Householder Group Estate & Retirement S…26$2K<0.01%-10213F-HRTimeline
Winthrop Capital Management, LLC22$2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co22$1.98K<0.01%new13F-HRTimeline
Sachetta, LLC22$1.98K<0.01%013F-HRTimeline
CNB Bank21$1.89K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP20$1.8K<0.01%new13F-HRTimeline
Asset Dedication, LLC20$1.8K<0.01%-3313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC20$1.8K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.20$1.8K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates20$1.8K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.20$1.8K<0.01%13F-HRTimeline
Solstein Capital, LLC18$1.62K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC18$1.62K<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC23$1.43K<0.01%new13F-HRTimelineGroup
New Millennium Group LLC15$1.35K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners14$1.26K<0.01%new13F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC14$1.26K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.13$1.17K<0.01%+813F-HRTimeline
Valued Wealth Advisors LLC13$1.17K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc12$1.08K<0.01%+413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …14$1K<0.01%-6513F-HRTimelineGroup
PITTENGER & ANDERSON INC11$990<0.01%013F-HRTimeline
St. Johns Investment Management Company…10$899<0.01%013F-HRTimeline
Beacon Capital Management, LLC10$899<0.01%-71113F-HRTimeline
ORG Partners LLC10$899<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC10$899<0.01%013F-HRTimeline
Riverview Trust Co9$809<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC9$809<0.01%new13F-HRTimeline
Painted Porch Advisors LLC9$809<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC9$809<0.01%13F-HRTimeline
Sound Income Strategies, LLC8$720<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC8$720<0.01%new13F-HR/ATimeline
Glass Jacobson Investment Advisors llc8$720<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Wealth Design, LLC8$720<0.01%-113F-HRTimeline
Key Financial Inc7$630<0.01%013F-HRTimeline
SITTNER & NELSON, LLC7$630<0.01%new13F-HRTimeline
PayPay Securities Corp7$6300.03%+213F-HRTimeline
Legacy Investment Solutions, LLC6$543<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6$543<0.01%new13F-HRTimelineGroup
Bear Mountain Capital, Inc.5$453<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.5$450<0.01%+413F-HRTimeline
Roxbury Financial LLC5$398<0.01%13F-HRTimeline
WINNACLE WEALTH LLC5$362<0.01%13F-HRTimeline
Manchester Capital Management LLC4$360<0.01%013F-HRTimeline
Crewe Advisors LLC4$360<0.01%new13F-HRTimeline
Caitlin John, LLC4$360<0.01%-1513F-HRTimeline
Decker Retirement Planning Inc.3$270<0.01%13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd3$270<0.01%13F-HRTimelineGroup
Global Financial Private Client, LLC2$180<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1$90<0.01%013F-HRTimelineGroup
Core Alternative Capital1$90<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1$90<0.01%013F-HRTimeline
Activest Wealth Management1$90<0.01%-26813F-HRTimeline
Pineridge Advisors LLC1$90<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$90<0.01%13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1$89-18Timeline