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Get Institutions for : 
Docusign Inc (DOCU)  
$57.32 0.72 (1.24%) as of 4:30 Thu 5/23


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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  : 
11.45 (24.96%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AE Wealth Management LLC 1189 *Closed 2024-03-31 0 $0 -13,145
   AlphaCrest Capital Management LLC 91 *Closed 2022-12-31 0 $0 -17,582
   Lee Financial CORP 153 *Closed 2024-03-31 0 $0 -30
   DORSEY & WHITNEY TRUST CO LLC 628 *Closed 2024-03-31 0 $0 -3,429
   Mach-1 Financial Group Inc. 84 *Closed 2024-03-31 0 $0 -8,133
   Strategic Advocates LLC 139 *Closed 2024-03-31 0 $0 -14,663
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -216,617
   OCCUDO QUANTITATIVE STRATEGIES LP 719 *Closed 2024-03-31 0 $0 -10,800
   ALGER FRED MANAGEMENT INC 474 *Closed 2024-03-31 0 $0 -6,677
   Alpha DNA Investment Management LLC 191 *Closed 2024-03-31 0 $0 -9,253
   WASHINGTON TRUST CO 835 *Closed 2024-03-31 0 $0 -160
   TWO SIGMA SECURITIES LLC 1672 *Closed 2024-03-31 0 $0 -3,718
   McGlone Suttner Wealth Management Inc. 405 *Closed 2024-03-31 0 $0 -538
   PRUDENTIAL CORP PLC 775 *Closed 2024-03-31 0 $0 -9,702
   AZZAD ASSET MANAGEMENT INC /ADV 307 *Closed 2024-03-31 0 $0 -15,300
   Focused Wealth Management Inc 304 *Closed 2024-03-31 0 $0 -10
   CIPHER CAPITAL LP 478 *Closed 2024-03-31 0 $0 -9,032
   Wealthcare Advisory Partners LLC 807 *Closed 2024-03-31 0 $0 -3,604
   Vident Investment Advisory LLC 289 *Closed 2023-09-30 0 $0 -6,573
   V Wealth ManagementLLC 208 *Closed 2023-09-30 0 $0 -33,269
   Edgestream Partners L.P. 844 *Closed 2024-03-31 0 $0 -9,733
   Entropy Technologies LP 727 *Closed 2024-03-31 0 $0 -17,760
   SEVEN EIGHT CAPITAL LLC 714 *Closed 2024-03-31 0 $0 -103,812
   Icon Wealth Partners LLC 400 *Closed 2023-09-30 0 $0 -21,072
   BAYSTATE WEALTH MANAGEMENT LLC 1294 *Closed 2023-12-31 0 $0 -150
   Richard W. Paul & Associates LLC 490 *Closed 2024-03-31 0 $0 -115
   Lido Advisors LLC 1200 *Closed 2024-03-31 0 $0 -3,959
   Collaborative Holdings Management LP 38 *Closed 2024-03-31 0 $0 -22,000
   Holocene Advisors LP 764 *Closed 2024-03-31 0 $0 -27,172
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 966 *Closed 2024-03-31 0 $0 -5,353
   BOOTHBAY FUND MANAGEMENT LLC 1480 *Closed 2024-03-31 0 $0 -8,952
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 862 *Closed 2024-03-31 0 $0 -500
   GABLES CAPITAL MANAGEMENT INC. 394 *Closed 2024-03-31 0 $0 -145
   Raleigh Capital Management Inc. 994 *Closed 2024-03-31 0 $0 -337
   FORA Capital LLC 478 *Closed 2024-03-31 0 $0 -145,965
   MANCHESTER FINANCIAL INC 99 *Closed 2024-03-31 0 $0 -7,415
   Counterpoint Mutual Funds LLC 187 *Closed 2024-03-31 0 $0 -4,006
   Scarborough Advisors LLC 535 *Closed 2024-03-31 0 $0 -40
   Point72 Middle East FZE 530 *Closed 2024-03-31 0 $0 -15,777
   MORGENS WATERFALL VINTIADIS & CO INC 37 *Closed 2024-03-31 0 $0 -72,000
   Crawford Lake Capital Management LLC 4 *Closed 2023-03-31 0 $0 -33,500
   Advisor Resource Council 282 *Closed 2024-03-31 0 $0 -4,332
   New Millennium Group LLC 251 *Closed 2024-03-31 0 $0 -10
   Ronald Blue Trust Inc. 2287 *Closed 2024-03-31 0 $0 -72
   MITCHELL MCLEOD PUGH & WILLIAMS INC 264 *Closed 2024-03-31 0 $0 -3,491
   JFG Wealth Management LLC 76 *Closed 2024-03-31 0 $0 -6,000
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 151 *Closed 2024-03-31 0 $0 -6,657
   WESTERLY CAPITAL MANAGEMENT LLC 46 *Closed 2024-03-31 0 $0 -290,000
   Tradition Wealth Management LLC 1248 *Closed 2024-03-31 0 $0 -118
   IMCCHICAGO, LLC 460 *Closed 2024-03-31 0 $0 -38,726
   Levin Easterly Partners LLC 214 *Closed 2024-03-31 0 $0 -5,001
   Quarry LP 1906 *Closed 2024-03-31 0 $0 -1,209
   Capital Investment Advisory Services LLC 993 *Closed 2024-03-31 0 $0 -1,836
   Garden State Investment Advisory Services LLC 234 *Closed 2024-03-31 0 $0 -2,772
   VOLORIDGE INVESTMENT MANAGEMENT LLC 1231 *Closed 2024-03-31 0 $0 -841,882
   ExodusPoint Capital Management LP 1669 *Closed 2024-03-31 0 $0 -46,868
   VIRTU FINANCIAL LLC 1891 *Closed 2023-12-31 0 $0 -97,537
   Enlightenment Research LLC 65 *Closed 2022-12-31 0 $0 -4,504
   Fogel Capital Management Inc. 42 *Closed 2024-03-31 0 $0 -24,950
   Advisory Resource Group 159 *Closed 2024-03-31 0 $0 -5,668
   THRIVENT FINANCIAL FOR LUTHERANS 2496 *Closed 2024-03-31 0 $0 -26,605
   Invenomic Capital Management LP 180 *Closed 2024-03-31 0 $0 -358,881
   Rockbridge Investment Management LCC 551 *Closed 2024-03-31 0 $0 -12
   ORG Partners LLC 876 *Closed 2024-03-31 0 $0 -277
   WALLEYE TRADING LLC 1969 *Closed 2024-03-31 0 $0 -416,499
   Psagot Value Holdings Ltd. / (Israel) 325 *Closed 2024-03-31 0 $0 -126
   Clarius Group LLC 497 *Closed 2024-03-31 0 $0 -16,202
   Laurel Wealth Advisors LLC 604 *Closed 2024-03-31 0 $0 -50
   USS Investment Management Ltd 561 *Closed 2024-03-31 0 $0 -45,758
   ODell Group LLC 403 *Closed 2024-03-31 0 $0 -1
   KESSLER INVESTMENT GROUP, LLC 206 *Closed 2024-03-31 0 $0 -7
   Long Island Wealth Management Inc. 151 *Closed 2024-03-31 0 $0 -919
   HEAD & ASSOCIATES LLC 635 *Closed 2023-12-31 0 $0 -279
   EMC Capital Management 284 *Closed 2023-12-31 0 $0 -5,000
   HUDSON BAY CAPITAL MANAGEMENT LP 690 *Closed 2024-03-31 0 $0 -79,318
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1159 *Closed 2024-03-31 0 $0 -70,000
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1350 *Closed 2024-03-31 0 $0 -6,572
   W. E. Donoghue & Co. LLC 253 *Closed 2024-03-31 0 $0 -3,938
   Quantamental Technologies LLC 584 *Closed 2023-09-30 0 $0 -5,570
   SYMMETRY PEAK MANAGEMENT LLC 67 *Closed 2024-03-31 0 $0 -5,000
   WHITE BAY PT LLC 512 *Closed 2024-03-31 0 $0 -1,500
   HAZLETT BURT & WATSON INC. 737 *Closed 2024-03-31 0 $0 -22
   ZEKE CAPITAL ADVISORS, LLC 554 *Closed 2022-12-31 0 $0 -8,867
   Ergoteles LLC 923 *Closed 2023-09-30 0 $0 -22,433
   WCG Wealth Advisors LLC 306 *Closed 2024-03-31 0 $0 -12,367
   Naples Money Management LLC 433 *Closed 2024-03-31 0 $0 -150
   Stratos Wealth Partners LTD. 1433 *Closed 2024-03-31 0 $0 -4,754
   Garner Asset Management Corp 298 *Closed 2024-03-31 0 $0 -3,025
   Systematic Portfolios LLC 159 *Closed 2024-03-31 0 $0 -4,721
   Oak Thistle LLC 533 *Closed 2024-03-31 0 $0 -19,536
   NEWBROOK CAPITAL ADVISORS LP 22 *Closed 2024-03-31 0 $0 -140,423
   ALGERT COLDIRON INVESTORS LLC 1321 *Closed 2024-03-31 0 $0 -4,425
   Kapitalo Investimentos Ltda 418 *Closed 2024-03-31 0 $0 -2,454
   Twin Tree Management LP 568 *Closed 2024-03-31 0 $0 -229,262
   CHIRON CAPITAL MANAGEMENT LLC 119 *Closed 2024-03-31 0 $0 -3,900
   XTX Topco Ltd 2495 *Closed 2024-03-31 0 $0 -13,878
   Glassman Wealth Services 1971 *Closed 2024-03-31 0 $0 -86
   Carmel Capital Partners LLC 162 *Closed 2024-03-31 0 $0 -9,455
   Alta Park Capital LP 46 *Closed 2024-03-31 0 $0 -69,990
   Sassicaia Capital Advisers LLC 32 *Closed 2024-03-31 0 $0 -12,500

  100 Records found
  1    
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