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Get Institutions for : 
Docusign Inc (DOCU)  
$58.03 0.75 (1.31%) as of 4:30 Fri 5/10


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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  : 
12.16 (26.51%)  




 
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
11,925
 0.01%
 
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
   CAPITAL WORLD INVESTORS 257 - 2023-12-31 4,184,877 $248,791,000 0
   Newlands Management Operations LLC 15 - 2023-12-31 4,122,708 $245,095,000 0
   Cat Rock Capital Management LP 8 - 2023-12-31 231,000 $13,733,000 0
   Railway Pension Investments Ltd 166 - 2023-12-31 137,946 $8,201,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 120,990 $7,205,000 0
   Shearwater Capital LLC 4 - 2024-03-31 114,428 $6,814,000 0
   SYON CAPITAL LLC 30 - 2023-12-31 100,000 $5,945,000 0
   Alta Park Capital LP 38 - 2023-12-31 69,990 $4,161,000 0
   SIVEST GROUP, INC. 5 - 2023-12-31 60,000 $3,567,000 0
   Pinpoint Asset Management Ltd 16 - 2023-12-31 54,354 $3,231,000 0
   Skandinaviska Enskilda Banken AB (publ) 541 - 2023-12-31 40,174 $2,388,000 0
   SAGE RHINO CAPITAL LLC 48 - 2024-03-31 36,472 $2,172,000 0
   Tredje AP-fonden 382 - 2023-12-31 33,400 $1,986,000 0
   Destiny Capital Corp/CO 19 - 2023-12-31 28,243 $1,679,000 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
   Illinois Municipal Retirement Fund 906 - 2023-12-31 16,271 $967,000 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
   HILLSDALE INVESTMENT MANAGEMENT INC. 236 - 2023-12-31 10,640 $633,000 0
   QUATTRO FINANCIAL ADVISORS LLC 56 - 2024-03-31 10,000 $596,000 0
   E. Ohman J:or Asset Management AB 326 - 2023-12-31 9,200 $547,000 0
   BOLLARD GROUP LLC 126 - 2023-12-31 9,053 $538,000 0
   Garde Capital Inc. 127 - 2023-12-31 8,371 $498,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 815 - 2023-12-31 7,400 $440,000 0
   Dean Capital Investments Management LLC 49 - 2023-12-31 7,279 $433,000 0
   Comprehensive Financial Management LLC 34 - 2023-12-31 6,593 $392,000 0
   NinePointTwo Capital 73 - 2023-12-31 6,323 $375,000 0
   Advisory Resource Group 122 - 2023-12-31 5,668 $337,000 0
   Allspring Global Investments Holdings LLC 1627 - 2024-03-31 5,118 $305,000 0
   OBERMEYER ASSET MANAGEMENT CO 175 - 2023-12-31 5,000 $297,000 0
   B. Metzler seel. Sohn & Co. AG 686 - 2023-12-31 4,878 $290,000 0
   GRIFFIN ASSET MANAGEMENT INC 199 - 2024-03-31 4,450 $265,000 0
   SILVERHAWK ASSET MANAGEMENT LLC 24 - 2023-06-30 4,240 $217,000 0
   Geneos Wealth Management Inc. - 2024-03-31 3,444 $205,000 0
   Knights of Columbus Asset Advisors LLC 319 - 2023-12-31 3,021 $180,000 0
   LOOMIS SAYLES & CO L P 465 - 2023-12-31 2,681 $159,000 0
   V-Square Quantitative Management LLC 528 - 2024-03-31 2,265 $135,000 0
   OSTERWEIS CAPITAL MANAGEMENT INC 127 - 2023-12-31 1,500 $89,000 0
   UniSuper Management Pty Ltd 665 - 2023-12-31 1,400 $83,000 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
   BIDWELL C M & ASSOCIATES LTD/ 231 - 2023-12-31 682 $41,000 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
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 406 $24,000 0
   KB FINANCIAL PARTNERS LLC 342 - 2023-09-30 505 $21,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 508 - 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 216 - 2023-12-31 214 $13,000 0
   Rocky Mountain Advisers LLC 203 - 2024-03-31 200 $12,000 0
   MONTAG A & ASSOCIATES INC 749 - 2023-12-31 200 $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
   Planning Capital Management Corp 432 - 2024-03-31 150 $9,000 0
   CFG ASSET MANAGEMENT LLC 274 - 2023-12-31 153 $9,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 144 $9,000 0
   Tradewinds Capital Management LLC 321 - 2024-03-31 150 $9,000 0
   Partnership Wealth Management LLC 194 - 2024-03-31 150 $9,000 0
   PROEQUITIES INC. - 2024-03-31 135 $8,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 562 - 2024-03-31 129 $8,000 0
   GPS Wealth Strategies Group LLC - 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
   Richard W. Paul & Associates LLC - 2023-12-31 115 $7,000 0
   SYSTM Wealth Solutions LLC 805 - 2024-03-31 113 $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 - 2024-03-31 102 $6,000 0
   Mendota Financial Group LLC 245 - 2024-03-31 106 $6,000 0
   Nordwand Advisors LLC 131 - 2023-12-31 100 $6,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 233 - 2023-09-30 128 $5,000 0
   SRS Capital Advisors Inc. 881 - 2023-12-31 79 $5,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 90 $5,000 0
   ZRC WEALTH MANAGEMENT LLC 393 - 2024-03-31 72 $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
   Laurel Wealth Advisors LLC 486 - 2023-12-31 50 $3,000 0
   Johnson Midwest Financial LLC 294 - 2023-09-30 61 $3,000 0
   Westside Investment Management Inc. 756 - 2024-03-31 52 $3,000 0
   Financial Synergies Wealth Advisors Inc. 296 - 2024-03-31 53 $3,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1084 - 2023-12-31 52 $3,000 0
   ALPHAMARK ADVISORS LLC 658 - 2024-03-31 36 $2,000 0
   Lee Financial CORP 742 - 2023-12-31 30 $2,000 0
   KISTLERTIFFANY COMPANIES, LLC 823 - 2023-06-30 34 $2,000 0
   Solstein Capital LLC 301 - 2024-03-31 18 $1,000 0
   St. Johns Investment Management Company LLC 190 - 2024-03-31 10 $1,000 0
   JJJ Advisors Inc. 964 - 2024-03-31 18 $1,000 0
   Valued Wealth Advisors LLC - 2024-03-31 13 $1,000 0
   BerganKDV Wealth Management LLC 762 - 2023-06-30 21 $1,000 0
   Focused Wealth Management Inc 854 - 2023-12-31 10 $1,000 0
  100 Records found
  1    
  Page 1 of 1
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