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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Strengthening Families & Communities LLC 220 *Closed 2023-12-31 0 $0 -142
   AlphaCrest Capital Management LLC 91 *Closed 2022-12-31 0 $0 -17,582
   PDT PARTNERS, LLC 577 *Closed 2023-12-31 0 $0 -14,500
   BECK CAPITAL MANAGEMENT LLC 106 *Closed 2023-12-31 0 $0 -8,528
   Tortoise Investment Management LLC 762 *Closed 2023-12-31 0 $0 -1,312
   REDMOND ASSET MANAGEMENT, LLC 159 *Closed 2023-12-31 0 $0 -8,721
   HRT FINANCIAL LLC 2120 *Closed 2023-12-31 0 $0 -41,474
   Colonial Trust Co / SC 957 *Closed 2023-12-31 0 $0 -60
   Flaharty Asset Management LLC 170 *Closed 2023-12-31 0 $0 -74
   Strategic Advocates LLC 139 *Closed 2024-03-31 0 $0 -14,663
   Authentikos Wealth Advisory LLC 143 *Closed 2023-12-31 0 $0 -19
   RFP Financial Group LLC 807 *Closed 2023-12-31 0 $0 -81
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -216,617
   WASHINGTON TRUST CO 835 *Closed 2024-03-31 0 $0 -160
   McGlone Suttner Wealth Management Inc. 405 *Closed 2024-03-31 0 $0 -538
   HighPoint Advisor Group LLC 657 *Closed 2023-12-31 0 $0 -16,793
   GILDER GAGNON HOWE & CO LLC 261 *Closed 2023-12-31 0 $0 -36,975
   BROWN BROTHERS HARRIMAN & CO 1155 *Closed 2023-12-31 0 $0 -39
   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
   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
   Liontrust Investment Partners LLP 197 *Closed 2023-12-31 0 $0 -1,547,015
   Blueshift Asset Management LLC 292 *Closed 2023-12-31 0 $0 -14,038
   HBC Financial Services PLLC 197 *Closed 2023-12-31 0 $0 -10
   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
   Vienna Asset Management LLC 57 *Closed 2023-12-31 0 $0 -350
   GROUP ONE TRADING, L.P. 1887 *Closed 2023-12-31 0 $0 -9,872
   TOWNSQUARE CAPITAL LLC 1199 *Closed 2023-12-31 0 $0 -7,356
   Crawford Lake Capital Management LLC 4 *Closed 2023-03-31 0 $0 -33,500
   RE Dickinson Investment Advisors LLC 274 *Closed 2023-12-31 0 $0 -34
   Advisor Resource Council 282 *Closed 2024-03-31 0 $0 -4,332
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 969 *Closed 2023-12-31 0 $0 -485
   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
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 151 *Closed 2024-03-31 0 $0 -6,657
   Malaga Cove Capital LLC 188 *Closed 2023-12-31 0 $0 -6,974
   Stonebridge Capital Advisors LLC 680 *Closed 2023-12-31 0 $0 -243
   PETRUS TRUST COMPANY, LTA 652 *Closed 2023-12-31 0 $0 -17,035
   Three Bridge Wealth Advisors LLC 96 *Closed 2023-12-31 0 $0 -29,382
   Capula Management Ltd 361 *Closed 2023-12-31 0 $0 -4,900
   IMCCHICAGO, LLC 460 *Closed 2024-03-31 0 $0 -38,726
   Coppell Advisory Solutions Corp. 1056 *Closed 2023-03-31 0 $0 -20
   BAKER AVENUE ASSET MANAGEMENT, LP 1243 *Closed 2023-12-31 0 $0 -1,737
   Levin Easterly Partners LLC 214 *Closed 2024-03-31 0 $0 -5,001
   Headlands Technologies LLC 1233 *Closed 2023-12-31 0 $0 -227
   Capital Investment Advisory Services LLC 993 *Closed 2024-03-31 0 $0 -1,836
   AllSquare Wealth Management LLC 532 *Closed 2023-12-31 0 $0 -4
   GLOBEFLEX CAPITAL L P 480 *Closed 2023-12-31 0 $0 -70,354
   Addison Advisors LLC 703 *Closed 2023-12-31 0 $0 -100
   ING GROEP NV 589 *Closed 2023-12-31 0 $0 -2,380
   Corton Capital Inc. 652 *Closed 2023-12-31 0 $0 -6,716
   VIRTU FINANCIAL LLC 1891 *Closed 2023-12-31 0 $0 -97,537
   Enlightenment Research LLC 65 *Closed 2022-12-31 0 $0 -4,504
   STANSBERRY ASSET MANAGEMENT LLC 111 *Closed 2023-12-31 0 $0 -10,840
   OPPENHEIMER ASSET MANAGEMENT INC 1126 *Closed 2023-12-31 0 $0 -4,991
   Icon Wealth Advisors LLC 457 *Closed 2023-12-31 0 $0 -16,581
   Clarius Group LLC 497 *Closed 2024-03-31 0 $0 -16,202
   ZBN.A. 924 *Closed 2023-12-31 0 $0 -12
   KESSLER INVESTMENT GROUP, LLC 206 *Closed 2024-03-31 0 $0 -7
   DUALITY ADVISERS LP 772 *Closed 2023-12-31 0 $0 -40,150
   Cinctive Capital Management LP 414 *Closed 2023-12-31 0 $0 -84,637
   Nebula Research & Development LLC 776 *Closed 2023-12-31 0 $0 -8,746
   EARNEST PARTNERS LLC 1075 *Closed 2023-12-31 0 $0 -95
   NOMURA HOLDINGS INC 1139 *Closed 2023-12-31 0 $0 -15,022
   FOX RUN MANAGEMENT L.L.C. 1072 *Closed 2023-12-31 0 $0 -12,361
   HEAD & ASSOCIATES LLC 635 *Closed 2023-12-31 0 $0 -279
   EMC Capital Management 284 *Closed 2023-12-31 0 $0 -5,000
   LAIRD NORTON TYEE TRUST CO 146 *Closed 2023-12-31 0 $0 -10,106
   Quantamental Technologies LLC 584 *Closed 2023-09-30 0 $0 -5,570
   Teza Capital Management LLC 754 *Closed 2023-09-30 0 $0 -6,803
   HAP TRADING, LLC 188 *Closed 2023-12-31 0 $0 -53,610
   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
   TWINBEECH CAPITAL LP 713 *Closed 2023-12-31 0 $0 -176,610
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 230 *Closed 2023-12-31 0 $0 -12,000
   CAROLINAS WEALTH CONSULTING LLC 1065 *Closed 2023-12-31 0 $0 -74
   BESSEMER GROUP INC 2238 *Closed 2023-12-31 0 $0 -258
   Ergoteles LLC 923 *Closed 2023-09-30 0 $0 -22,433
   TFO-TDC LLC 1111 *Closed 2023-12-31 0 $0 -216
   Connectus Wealth LLC 537 *Closed 2023-12-31 0 $0 -46,307
   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
   Oak Thistle LLC 533 *Closed 2024-03-31 0 $0 -19,536
   BERYLSON CAPITAL PARTNERS LLC 30 *Closed 2023-12-31 0 $0 -19,300
   Glassman Wealth Services 1971 *Closed 2024-03-31 0 $0 -86
   IPG Investment Advisors LLC 209 *Closed 2023-12-31 0 $0 -10,395
   Carmel Capital Partners LLC 162 *Closed 2024-03-31 0 $0 -9,455
   Turtle Creek Wealth Advisors LLC 760 *Closed 2024-03-31 0 $0 -42
   Good Life Advisors LLC 477 *Closed 2024-03-31 0 $0 -4,174
  93 Records found
  1    
  Page 1 of 1
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