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Get Institutions for : 
Docusign Inc (DOCU)  
$58.04 1.85 (3.09%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 667    18
Total shares held : 
 158,087,905  
% of shares held : 
 85.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -56  
Amount of shares held : 
 10,120,045  
% of shares held change : 
   5.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.73  
Last Quarter's Ending Price : 
 $59.45  
Last Quarter's Average Price : 
 $45.87  
Change from last quarter's     
avg. price to the last closing  : 
12.17 (26.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
74
 6,090,620
 3.85%
 
Increased Positions :
221
 19,342,687
 12.24%
 
Unchanged Positions :
113
 9,750,646
 6.17%
 
Decreased Positions :
259
-12,417,710
-7.85%
 
Closed Positions :
92
-2,895,552
-1.83%
 
Guru Positions :
2
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Newlands Management Operations LLC 13 - 2024-03-31 4,122,708 $245,507,000 0
   Susquehanna Portfolio Strategies LLC 87 - 2024-03-31 232,773 $13,862,000 0
   Cat Rock Capital Management LP 10 - 2024-03-31 231,000 $13,756,000 0
   Railway Pension Investments Ltd 166 - 2023-12-31 137,946 $8,201,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 572 - 2024-03-31 120,990 $7,205,000 0
   Shearwater Capital LLC 4 - 2024-03-31 114,428 $6,814,000 0
   CAPITAL INTERNATIONAL INC /CA/ 209 - 2024-03-31 77,994 $4,645,000 0
   SIVEST GROUP, INC. 5 - 2024-03-31 60,000 $3,573,000 0
   CHARTWELL INVESTMENT PARTNERS INC. 263 - 2024-03-31 43,735 $2,604,000 0
   SAGE RHINO CAPITAL LLC 48 - 2024-03-31 36,472 $2,172,000 0
   Destiny Capital Corp/CO 17 - 2024-03-31 28,243 $1,682,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 588 - 2024-03-31 17,727 $1,056,000 0
   Gulf International Bank (UK) Ltd 488 - 2024-03-31 16,939 $1,008,000 0
   Maryland State Retirement & Pension System 724 - 2024-03-31 15,624 $896,000 0
   Ropes Wealth Advisors LLC 112 - 2023-09-30 20,349 $855,000 0
   SUMITOMO MITSUI FINANCIAL GROUP INC. 103 - 2024-03-31 11,884 $708,000 0
   Mitsubishi UFJ Securities International PLC 23 - 2024-03-31 10,456 $623,000 0
   QUATTRO FINANCIAL ADVISORS LLC 56 - 2024-03-31 10,000 $596,000 0
   E. Ohman J:or Asset Management AB 339 - 2024-03-31 9,200 $548,000 0
   BOLLARD GROUP LLC 135 - 2024-03-31 9,053 $539,000 0
   Garde Capital Inc. 127 - 2023-12-31 8,371 $498,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 815 - 2024-03-31 7,400 $441,000 0
   Dean Capital Investments Management LLC 60 - 2024-03-31 7,279 $433,000 0
   Comprehensive Financial Management LLC 33 - 2024-03-31 6,593 $393,000 0
   NinePointTwo Capital 73 - 2023-12-31 6,323 $375,000 0
   Allspring Global Investments Holdings LLC 1627 - 2024-03-31 5,118 $305,000 0
   Legacy Financial Advisors Inc. 251 - 2024-03-31 5,068 $302,000 0
   OBERMEYER ASSET MANAGEMENT CO 191 - 2024-03-31 5,000 $298,000 0
   B. Metzler seel. Sohn & Co. AG 696 - 2024-03-31 4,878 $290,000 0
   Pingora Partners LLC 61 - 2024-03-31 4,600 $274,000 0
   GRIFFIN ASSET MANAGEMENT INC 199 - 2024-03-31 4,450 $265,000 0
   GFG Capital LLC 109 - 2024-03-31 4,325 $258,000 0
   BRANDYWINE MANAGERS LLC 36 - 2024-03-31 4,211 $251,000 0
   SILVERHAWK ASSET MANAGEMENT LLC 24 - 2023-06-30 4,240 $217,000 0
   Financial Partners Group Inc 170 - 2024-03-31 3,488 $208,000 0
   Geneos Wealth Management Inc. 696 - 2024-03-31 3,444 $205,000 0
   Twin Lakes Capital Management LLC 84 - 2024-03-31 3,274 $195,000 0
   Knights of Columbus Asset Advisors LLC 318 - 2024-03-31 3,021 $180,000 0
   EverSource Wealth Advisors LLC 480 - 2024-03-31 2,809 $167,000 0
   V-Square Quantitative Management LLC 528 - 2024-03-31 2,265 $135,000 0
   CAZ INVESTMENTS LP 19 - 2024-03-31 2,000 $119,000 0
   OSTERWEIS CAPITAL MANAGEMENT INC 127 - 2024-03-31 1,500 $89,000 0
   First Pacific Financial 164 - 2024-03-31 1,092 $65,000 0
   HARBOR INVESTMENT ADVISORY LLC 547 - 2024-03-31 1,010 $60,000 0
   Financial Perspectives Inc 263 - 2024-03-31 981 $58,000 0
   GROUPAMA ASSET MANAGMENT 436 - 2024-03-31 743 $44,000 0
   Beacon Capital Management LLC 320 - 2024-03-31 711 $42,000 0
   WOLFF WIESE MAGANA LLC 166 - 2024-03-31 679 $40,000 0
   Versant Capital Management Inc 353 - 2024-03-31 590 $35,000 0
   Capital Advisors Ltd. LLC 504 - 2024-03-31 558 $33,000 0
   Capital Analysts Inc. 736 - 2024-03-31 529 $32,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 709 - 2024-03-31 406 $24,000 0
   ANCORA ADVISORS, LLC 1101 - 2024-03-31 385 $23,000 0
   KB FINANCIAL PARTNERS LLC 342 - 2023-09-30 505 $21,000 0
   Tyler-Stone Wealth Management 496 - 2024-03-31 355 $21,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 508 - 2024-03-31 300 $18,000 0
   SITTNER & NELSON LLC 294 - 2024-03-31 300 $18,000 0
   Activest Wealth Management 184 - 2024-03-31 269 $16,000 0
   ADIRONDACK TRUST CO 327 - 2024-03-31 235 $14,000 0
   PSI Advisors LLC 438 - 2024-03-31 239 $14,000 0
   CVA Family Office LLC 704 - 2024-03-31 212 $13,000 0
   Cedar Wealth Management LLC 244 - 2024-03-31 214 $13,000 0
   Rocky Mountain Advisers LLC 203 - 2024-03-31 200 $12,000 0
   MONTAG A & ASSOCIATES INC 750 - 2024-03-31 200 $12,000 0
   OPTIMUM INVESTMENT ADVISORS 505 - 2024-03-31 200 $12,000 0
   HM PAYSON & CO 798 - 2023-12-31 200 $12,000 0
   GoalVest Advisory LLC 302 - 2024-03-31 181 $11,000 0
   Main Street Group LTD 403 - 2024-03-31 185 $11,000 0
   Planning Capital Management Corp 432 - 2024-03-31 150 $9,000 0
   Householder Group Estate & Retirement Specialist L 826 - 2024-03-31 144 $9,000 0
   Tradewinds Capital Management LLC 321 - 2024-03-31 150 $9,000 0
   CFG ASSET MANAGEMENT LLC 257 - 2024-03-31 153 $9,000 0
   Partnership Wealth Management LLC 194 - 2024-03-31 150 $9,000 0
   PROEQUITIES INC. 1749 - 2024-03-31 135 $8,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 562 - 2024-03-31 129 $8,000 0
   GPS Wealth Strategies Group LLC 897 - 2024-03-31 141 $8,000 0
   IAG Wealth Partners LLC 343 - 2024-03-31 140 $8,000 0
   Pacifica Partners Inc. 386 - 2024-03-31 145 $8,000 0
   DELTA ASSET MANAGEMENT LLC/TN 470 - 2024-03-31 140 $8,000 0
   SYSTM Wealth Solutions LLC 805 - 2024-03-31 113 $7,000 0
   Tidemark LLC 476 - 2024-03-31 111 $7,000 0
   PFS Partners LLC 319 - 2024-03-31 105 $6,000 0
   Ashburton (Jersey) Ltd 51 - 2023-12-31 133 $6,000 0
   Column Capital Advisors LLC 577 - 2023-09-30 139 $6,000 0
   Private Wealth Management Group LLC 589 - 2024-03-31 102 $6,000 0
   Mendota Financial Group LLC 245 - 2024-03-31 106 $6,000 0
   Nordwand Advisors LLC 140 - 2024-03-31 100 $6,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 233 - 2023-09-30 128 $5,000 0
   SRS Capital Advisors Inc. 904 - 2024-03-31 79 $5,000 0
   HOLLENCREST SECURITIES LLC 820 - 2024-03-31 90 $5,000 0
   Nemes Rush Group LLC 491 - 2024-03-31 81 $5,000 0
   ZRC WEALTH MANAGEMENT LLC 393 - 2024-03-31 72 $4,000 0
   Orion Capital Management LLC 425 - 2024-03-31 66 $4,000 0
   GHP INVESTMENT ADVISORS INC 733 - 2024-03-31 44 $3,000 0
   WETZEL INVESTMENT ADVISORS INC. 762 - 2024-03-31 50 $3,000 0
   BARTLETT & CO. LLC 1084 - 2023-12-31 52 $3,000 0
   Asset Dedication LLC 852 - 2024-03-31 53 $3,000 0
   Johnson Midwest Financial LLC 294 - 2023-09-30 61 $3,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1014 - 2024-03-31 52 $3,000 0
   Westside Investment Management Inc. 756 - 2024-03-31 52 $3,000 0
  100 Records found
  1    
  Page 1 of 1
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