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Disclosery

DOCU DOCUSIGN INC

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Stock (common), issuer CIK 1261333

764 managers (784 13F filers) reported a position in DOCU shares at 2025-06-30, 175,917,756 shares in all. 84 filers opened a position and 108 filers sold out during the quarter.

Managers
764
13F filers
784
New
84
Added
287
Reduced
280
Sold out
108
Shares held by filers
175,917,756

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
First Horizon Advisors, Inc.590$46K<0.01%+19313F-HRTimeline
Capital Advisors, Ltd. LLC563$44K0.01%013F-HRTimeline
Silvant Capital Management LLC535$41.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC523$41K<0.01%-7913F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.520$40.5K<0.01%+713F-HRTimelineGroup
North Capital, Inc.516$40.2K0.03%013F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP500$38.9K0.22%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC554$37.7K0.01%new13F-HRTimeline
WPG Advisers, LLC475$37K0.03%-1013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK468$36.5K<0.01%-8713F-HRTimelineGroup
McIlrath & Eck, LLC432$33.6K<0.01%013F-HRTimeline
Rise Advisors, LLC429$33.4K0.01%-3413F-HRTimeline
Bank & Trust Co424$33K0.03%013F-HRTimeline
Wood Tarver Financial Group, LLC422$32K0.01%013F-HRTimeline
North Star Investment Management Corp.406$31.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.390$30.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC385$30K<0.01%-35013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management372$29K<0.01%-83213F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp369$28.7K<0.01%+7413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.361$28.1K<0.01%-1,29013F-HRTimelineGroup
Quarry LP355$27.7K0.01%-16613F-HRTimeline
SHELL ASSET MANAGEMENT CO351$27K<0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…340$26.5K0.01%013F-HRTimeline
Hemington Wealth Management346$26K<0.01%-113F-HRTimeline
Advisors Asset Management, Inc.312$24.3K<0.01%-1013F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.306$23.8K0.03%13F-HRTimeline
SWAN Capital LLC300$23.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV298$23.2K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC275$21.4K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC269$21K<0.01%new13F-HR/ATimeline
Aster Capital Management (DIFC) Ltd264$20.6K<0.01%-7,19413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.263$20.5K<0.01%013F-HRTimeline
Pacifica Partners Inc.265$20.3K0.01%013F-HRTimeline
Putney Financial Group LLC254$19.8K0.02%-25513F-HR/ATimeline
Golden State Wealth Management, LLC252$19.6K<0.01%+18313F-HRTimeline
Estabrook Capital Management250$19.5K<0.01%new13F-HRTimeline
CVA Family Office, LLC241$18.8K<0.01%+1813F-HRTimeline
ADIRONDACK TRUST CO235$18.3K0.01%013F-HRTimeline
WealthCollab, LLC229$17.8K0.01%-4213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.224$17.4K0.01%-3913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC218$17K<0.01%+1113F-HRTimeline
NewSquare Capital LLC213$16.6K<0.01%-8713F-HRTimeline
Medallion Wealth Advisors, LLC207$16.1K0.01%013F-HRTimeline
Grove Bank & Trust202$15.7K<0.01%013F-HRTimeline
HM PAYSON & CO200$15.6K<0.01%013F-HRTimeline
SRH ADVISORS, LLC200$15.6K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$15.6K<0.01%-2513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC195$15.2K0.01%-3013F-HRTimeline
GPS Wealth Strategies Group, LLC195$15.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.192$15K0.01%new13F-HRTimeline
Park Square Financial Group, LLC190$14.8K0.01%+2813F-HRTimeline
Main Street Group, LTD185$14.4K<0.01%013F-HRTimeline
GoalVest Advisory LLC181$14.1K<0.01%013F-HRTimeline
LRI Investments, LLC171$13.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…166$12.9K<0.01%+3013F-HRTimelineGroup
Financial Management Professionals, Inc.136$10.6K<0.01%+713F-HRTimeline
TrinityBridge Ltd125$10K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC126$9.81K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC118$9.19K<0.01%013F-HR/ATimeline
Parkside Financial Bank & Trust112$8.72K<0.01%-6413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.111$8.59K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC108$8.41K<0.01%-11113F-HRTimeline
PFS Partners, LLC105$8.18K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…104$8.1K0.01%013F-HRTimeline
EMC Capital Management100$8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$7.79K<0.01%013F-HRTimeline
Addison Advisors LLC100$7.79K<0.01%013F-HRTimeline
Graney & King, LLC100$7.79K0.01%013F-HRTimeline
Bogart Wealth, LLC99$7.71K<0.01%-3013F-HRTimeline
Fourth Dimension Wealth, LLC91$7.09K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT90$7.01K<0.01%013F-HRTimeline
TSFG, LLC92$7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc87$6.78K<0.01%+2013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors86$6.7K<0.01%+2213F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC85$6.62K<0.01%013F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC78$6.08K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC87$6K<0.01%013F-HRTimeline
Tidemark, LLC75$5.84K<0.01%-413F-HRTimeline
True Wealth Design, LLC73$5.69K<0.01%+1013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC72$5.61K<0.01%013F-HRTimeline
ORG Partners LLC71$5.49K<0.01%new13F-HRTimeline
High Note Wealth, LLC57$4.44K<0.01%-413F-HRTimeline
Bare Financial Services, Inc57$4.44K<0.01%+4013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC55$4.28K<0.01%-3213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.55$4.28K<0.01%+3513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC47$4K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.50$3.9K<0.01%013F-HRTimeline
BFSG, LLC50$3.9K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.50$3.9K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC50$3.9K<0.01%013F-HRTimeline
Asset Planning,Inc50$3.9K<0.01%013F-HRTimeline
Asset Dedication, LLC47$3.66K<0.01%+2713F-HRTimeline
Creekmur Asset Management LLC47$3.66K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.44$3.43K<0.01%013F-HRTimeline
Gleason Group, Inc.42$3.27K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.36$2.8K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC35$2.73K<0.01%-26513F-HRTimeline
JFS WEALTH ADVISORS, LLC31$2.42K<0.01%+713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…30$2.34K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC29$2.26K<0.01%-113F-HRTimeline
Trifecta Capital Advisors, LLC28$2.18K<0.01%new13F-HRTimeline
YANKCOM Partnership28$2.18K<0.01%013F-HRTimeline
Park Place Capital Corp27$2.09K<0.01%013F-HRTimeline
Avion Wealth26$2K<0.01%-46113F-HR/ATimeline
PICTON MAHONEY ASSET MANAGEMENT20$2K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.25$1.95K<0.01%+313F-HRTimeline
Anchor Investment Management, LLC25$1.95K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC25$1.85K<0.01%-113F-HRTimeline
Sachetta, LLC22$1.71K<0.01%013F-HRTimeline
CNB Bank21$1.64K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC20$1.56K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates20$1.56K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC20$1.56K<0.01%13F-HRTimeline
Cromwell Holdings LLC19$1.48K<0.01%+713F-HRTimeline
Fortitude Family Office, LLC19$1.48K<0.01%new13F-HRTimeline
Kilter Group LLC18$1.4K<0.01%new13F-HRTimeline
Solstein Capital, LLC18$1.4K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC18$1.25K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC15$1.17K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC13$1.01K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC13$1.01K<0.01%+313F-HRTimeline
Winthrop Capital Management, LLC18$1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.16$1K<0.01%-5013F-HRTimeline
CX Institutional10$1K<0.01%new13F-HR/ATimeline
DiNuzzo Private Wealth, Inc.12$935<0.01%+513F-HRTimeline
Financial Network Wealth Advisors LLC12$935<0.01%013F-HRTimeline
SJS Investment Consulting Inc.11$858<0.01%-213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…11$850<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10$779<0.01%new13F-HRTimelineGroup
St. Johns Investment Management Company…10$779<0.01%013F-HRTimeline
Beacon Capital Management, LLC10$779<0.01%-1513F-HRTimeline
CURIO WEALTH, LLC10$779<0.01%+913F-HRTimeline
Rialto Wealth Management, LLC10$779<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC10$779<0.01%013F-HRTimeline
Tortoise Investment Management, LLC9$701<0.01%new13F-HRTimeline
Hughes Financial Services, LLC9$676<0.01%-1313F-HRTimeline
Glass Jacobson Investment Advisors llc8$624<0.01%013F-HRTimeline
Sound Income Strategies, LLC8$623<0.01%013F-HRTimeline
PayPay Securities Corp8$6230.03%+113F-HRTimeline
American Capital Advisory, LLC7$546<0.01%new13F-HRTimeline
Key Financial Inc7$545<0.01%013F-HRTimeline
SITTNER & NELSON, LLC7$545<0.01%013F-HRTimeline
DecisionPoint Financial, LLC7$542<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc6$467<0.01%+213F-HRTimeline
Dunhill Financial, LLC5$457<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.5$397<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.5$389<0.01%+313F-HRTimeline
HFM Investment Advisors, LLC5$389<0.01%+313F-HRTimeline
Manchester Capital Management LLC4$312<0.01%013F-HRTimeline
Crewe Advisors LLC4$312<0.01%013F-HRTimeline
Quaker Wealth Management, LLC3$234<0.01%new13F-HRTimeline
Stephens Consulting, LLC3$234<0.01%-19713F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd3$234<0.01%013F-HR/ATimelineGroup
Bay Harbor Wealth Management, LLC3$233<0.01%+113F-HRTimeline
Hurley Capital, LLC2$156<0.01%-5013F-HRTimeline
Private Wealth Asset Management, LLC2$156<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1$78<0.01%013F-HRTimelineGroup
Core Alternative Capital1$78<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$78<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$78<0.01%013F-HRTimeline
Pineridge Advisors LLC1$78<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5$00%new13F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.