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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
Blue Trust, Inc.1,128$91.8K<0.01%+42813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,117$91K<0.01%-18513F-HRTimelineGroup
Anderson Financial Strategies, LLC1,112$90.6K0.06%new13F-HRTimeline
Innovative Advisory Group, LLC1,076$87.6K0.08%-2513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,023$83.3K<0.01%-1213F-HRTimelineGroup
Financial Perspectives, Inc966$79.9K0.03%-1513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.978$79.6K<0.01%+81113F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…950$77.3K<0.01%+77013F-HRTimeline
City State Bank895$72.9K0.02%-413F-HRTimeline
Oslo Pensjonsforsikring AS863$70.2K0.01%013F-HRTimeline
Allworth Financial LP849$69.3K<0.01%-12813F-HRTimeline
Arax Advisory Partners837$68.1K<0.01%+1213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD820$66.7K0.04%-2013F-HRTimeline
Wilmington Savings Fund Society, FSB819$66.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.781$63.6K<0.01%-3113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC735$59.8K<0.01%+35013F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT790$59.5K<0.01%new13F-HRTimeline
Twin Tree Management, LP716$58.3K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS715$58.2K0.03%+11513F-HRTimeline
WHITTIER TRUST CO715$58.2K<0.01%013F-HRTimeline
Brooklyn Investment Group702$57.1K0.01%+14013F-HRTimeline
PRIVATE TRUST CO NA677$55.1K0.01%+16213F-HRTimeline
Sterling Capital Management LLC672$54.7K<0.01%-33,77213F-HRTimeline
ZynergyRetirementPlanningLLC557$50.1K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC602$49K<0.01%+13013F-HRTimelineGroup
Capital Advisors, Ltd. LLC563$46K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK555$45.2K<0.01%-28813F-HRTimelineGroup
Silvant Capital Management LLC535$43.5K<0.01%-3,80713F-HRTimeline
Avion Wealth487$43K0.01%013F-HRTimeline
Quarry LP521$42.4K0.01%-99613F-HRTimeline
North Capital, Inc.516$42K0.04%13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.513$42K<0.01%+1513F-HRTimelineGroup
Putney Financial Group LLC509$41.4K0.04%-21313F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP500$41K0.29%013F-HRTimelineGroup
WPG Advisers, LLC485$39.5K0.04%+113F-HRTimeline
Rise Advisors, LLC463$37.7K0.02%+41513F-HRTimeline
MassMutual Private Wealth & Trust, FSB453$36.9K<0.01%+27413F-HRTimeline
WOLFF WIESE MAGANA LLC452$36.8K0.03%-8413F-HRTimeline
McIlrath & Eck, LLC432$35.2K<0.01%013F-HRTimeline
Bank & Trust Co424$34.5K0.03%013F-HRTimeline
Wood Tarver Financial Group, LLC422$34.4K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC414$33.7K0.02%new13F-HRTimeline
North Star Investment Management Corp.406$33K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.411$33K<0.01%+15413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.397$32.3K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.390$32.3K<0.01%-16713F-HRTimeline
Hemington Wealth Management347$28K<0.01%+26413F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…340$27.7K0.01%013F-HRTimeline
Advisors Asset Management, Inc.322$26.2K<0.01%-213F-HR/ATimeline
NewSquare Capital LLC300$24.4K<0.01%+14513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$24.4K0.01%new13F-HRTimeline
SWAN Capital LLC300$24.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV298$24.3K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp295$24K<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC275$22.4K0.01%013F-HRTimeline
WealthCollab, LLC271$22.1K0.01%+4213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.263$21.4K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.263$21.4K0.01%+2113F-HRTimeline
Pacifica Partners Inc.265$20.5K0.01%013F-HRTimeline
PSI Advisors, LLC239$19.5K0.01%013F-HRTimeline
ADIRONDACK TRUST CO235$19.1K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL225$18.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC225$18.3K0.01%013F-HRTimeline
CVA Family Office, LLC223$18.2K<0.01%-213F-HRTimeline
Glen Eagle Advisors, LLC219$17.8K<0.01%-1513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC207$16.9K<0.01%+313F-HRTimeline
Medallion Wealth Advisors, LLC207$16.9K0.01%013F-HRTimeline
Grove Bank & Trust202$16.4K<0.01%013F-HRTimeline
HM PAYSON & CO200$16.3K<0.01%013F-HRTimeline
SYMMETRY PEAK MANAGEMENT LLC200$16.3K0.81%new13F-HRTimeline
SRH ADVISORS, LLC200$16.3K0.01%013F-HRTimeline
Stephens Consulting, LLC200$16.3K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.195$15.9K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC195$15.9K<0.01%+2613F-HRTimeline
MATHER GROUP, LLC.186$15.1K<0.01%013F-HRTimeline
Main Street Group, LTD185$15.1K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC184$15K<0.01%-1613F-HRTimeline
GoalVest Advisory LLC181$14.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust176$14.3K<0.01%+7013F-HRTimeline
LRI Investments, LLC171$13.9K<0.01%013F-HRTimeline
Quent Capital, LLC169$13.8K<0.01%-3013F-HRTimeline
Park Square Financial Group, LLC162$13.2K0.01%-5313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…136$11.1K<0.01%+7113F-HRTimelineGroup
Atala Financial Inc135$11K0.01%013F-HRTimeline
Financial Management Professionals, Inc.129$10.5K<0.01%-713F-HRTimeline
Bogart Wealth, LLC129$10.5K<0.01%+3813F-HRTimeline
Private Wealth Management Group, LLC126$10.3K<0.01%013F-HRTimeline
Continuum Advisory, LLC126$10.3K<0.01%-6613F-HRTimeline
TrinityBridge Ltd125$10K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC118$9.61K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.111$9.04K0.01%-413F-HRTimeline
ABOUND FINANCIAL, LLC106$8.63K<0.01%new13F-HRTimeline
PFS Partners, LLC105$8.55K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…104$8.47K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$8.14K<0.01%013F-HRTimeline
Addison Advisors LLC100$8.14K<0.01%013F-HRTimeline
Graney & King, LLC100$8.14K0.01%013F-HRTimeline
EMC Capital Management100$8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC91$7.41K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT90$7.33K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC87$7.08K<0.01%+3513F-HRTimeline
TSFG, LLC92$7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC87$7K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC85$6.92K<0.01%new13F-HRTimelineGroup
Saudi Central Bank79$6.43K0.03%new13F-HRTimeline
Tidemark, LLC79$6.43K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC72$5.86K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC69$5.62K<0.01%+713F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO67$5.45K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc67$5.45K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors64$5.21K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC63$5.13K<0.01%+5513F-HRTimeline
LANARK FINANCIAL, INC.66$5K<0.01%new13F-HRTimeline
High Note Wealth, LLC61$4.96K<0.01%+513F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.56$4.56K<0.01%-74113F-HRTimelineGroup
Hurley Capital, LLC52$4.23K<0.01%013F-HRTimeline
Westside Investment Management, Inc.50$4.07K<0.01%013F-HRTimeline
BFSG, LLC50$4.07K<0.01%013F-HRTimeline
NCP Inc.50$4.07K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC50$4.07K<0.01%new13F-HRTimeline
Asset Planning,Inc50$4.07K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC47$4K<0.01%+1513F-HRTimelineGroup
Creekmur Asset Management LLC47$3.83K<0.01%013F-HRTimeline
Global Financial Private Client, LLC46$3.74K<0.01%+4413F-HRTimeline
GHP Investment Advisors, Inc.44$3.58K<0.01%013F-HRTimeline
Gleason Group, Inc.42$3.42K<0.01%-113F-HRTimeline
SIERRA OCEAN, LLC42$3.42K<0.01%new13F-HRTimeline
Caitong International Asset Management …31$2.52K<0.01%-3,09313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…30$2.44K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC30$2.44K<0.01%new13F-HRTimeline
YANKCOM Partnership28$2.28K<0.01%013F-HRTimeline
Park Place Capital Corp27$2.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…26$2.12K<0.01%+2013F-HRTimelineGroup
Anchor Investment Management, LLC25$2.04K<0.01%013F-HRTimeline
Beacon Capital Management, LLC25$2.04K<0.01%+1513F-HRTimeline
Cornerstone Planning Group LLC26$2.03K<0.01%-40213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT20$2K<0.01%-7,20313F-HRTimeline
JFS WEALTH ADVISORS, LLC24$1.95K<0.01%+113F-HRTimeline
Hughes Financial Services, LLC22$1.82K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.22$1.79K<0.01%+213F-HRTimeline
Sachetta, LLC22$1.79K<0.01%013F-HRTimeline
CNB Bank21$1.71K<0.01%013F-HRTimeline
Asset Dedication, LLC20$1.63K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC20$1.63K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates20$1.63K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.20$1.63K<0.01%013F-HRTimeline
Solstein Capital, LLC18$1.47K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC18$1.47K<0.01%013F-HRTimeline
Bare Financial Services, Inc17$1.38K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC15$1.22K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.13$1.06K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.13$1.06K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC13$1.06K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC18$1K<0.01%-413F-HRTimeline
Cromwell Holdings LLC12$977<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC12$977<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…11$908<0.01%+1013F-HRTimelineGroup
CURIO WEALTH, LLC1$8990.01%new13F-HRTimeline
PITTENGER & ANDERSON INC11$896<0.01%013F-HRTimeline
Sandy Spring Bank10$814<0.01%new13F-HRTimeline
St. Johns Investment Management Company…10$814<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC10$814<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC10$786<0.01%+113F-HRTimeline
Carolina Wealth Advisors, LLC9$733<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc8$720<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC8$652<0.01%013F-HR/ATimeline
Sound Income Strategies, LLC8$651<0.01%013F-HRTimeline
PayPay Securities Corp7$6280.04%013F-HRTimeline
Key Financial Inc7$570<0.01%013F-HRTimeline
SITTNER & NELSON, LLC7$570<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$570<0.01%+213F-HRTimeline
WINNACLE WEALTH LLC6$487<0.01%+113F-HRTimeline
Roxbury Financial LLC5$416<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.5$411<0.01%013F-HRTimeline
Nemes Rush Group LLC5$407<0.01%-3813F-HRTimeline
Manchester Capital Management LLC4$326<0.01%013F-HRTimeline
AdvisorNet Financial, Inc4$326<0.01%-813F-HRTimeline
Crewe Advisors LLC4$326<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$244<0.01%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd3$244<0.01%013F-HR/ATimelineGroup
Private Wealth Asset Management, LLC2$163<0.01%13F-HRTimeline
Activest Wealth Management2$163<0.01%+113F-HRTimeline
Parkworth Wealth Management, Inc.2$163<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$163<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC2$162<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$82<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1$81<0.01%013F-HRTimelineGroup
Core Alternative Capital1$81<0.01%013F-HRTimeline
Pineridge Advisors LLC1$81<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.81$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.