DOCUSIGN INC (DOCU) Institutional Ownership Changes & 13F Activity

DOCUSIGN INC (DOCU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Raymond James Financial Inc, Cat Rock Capital Management Lp, Corient Private Wealth Llc, and State Of Tennessee, Department Of Treasury.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdBuy+1,702+8.1%22,802$1.56MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+8—8$547.00Q4 2025Aug 28, 2026
Dakota Wealth ManagementSell-712-3.0%23,108$1.58MQ4 2025Aug 26, 2026
Advisors Asset Management, Inc.Sell-246-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-57,676-54.4%48,318$3.30MQ4 2025Aug 18, 2026
Algert Global LlcBuy+52,850—52,850$3.61MQ4 2025Aug 11, 2026
Capitalatwork S.A.Buy+24,850+12.0%231,650$15.85MQ4 2025Aug 07, 2026
Storebrand Asset Management AsSell-27,736-26.4%77,497$5.30MQ4 2025May 20, 2026
Independent Financial Group, LlcSell-500-6.9%6,776$463.48KQ4 2025May 15, 2026
1015 Capital Partners, LlcBuy+4—4$274.00Q4 2025May 11, 2026
Vision Retirement, LlcBuy+29—29$1.98KQ4 2025May 07, 2026
Osbon Capital Management LlcBuy+47—47$3.21KQ4 2025Mar 16, 2026
Audent Global Asset Management, LlcBuy+4,971—4,971$340.02KQ4 2025Mar 10, 2026
Hsbc Holdings PlcBuy+455,856—455,856$31.20MQ4 2025Mar 06, 2026
Shp Wealth ManagementBuy+23—23$1.57KQ4 2025Mar 04, 2026
Strategic Investment Solutions, Inc.Buy+200—200$13.68KQ4 2025Feb 27, 2026
Dgs Capital Management, LlcSell-2,132-38.8%3,361$229.89KQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+141—141$9.64KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+16,556—16,556$869.85KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+4+21.1%23$1.57KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+2,857—2,857$195.42KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+102,998—102,998$2.02MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+6,587—6,587$450.57KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+200—200$13.68KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+348,276—348,276$23.84MQ4 2025Feb 18, 2026
Cat Rock Capital Management LpBuy+231,000—231,000$15.80MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+77,457—77,457$4.07MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+65,594—65,594$4.49MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+54,030—54,030$3.73MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+46,373—46,373$3.17MQ4 2025Feb 18, 2026
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Frequently asked questions about DOCU activity

  • Which institutional owners are buying DOCU?

    Institutional owners buying DOCU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DOCU activity?

    "Buy" means an investor increased their reported position in DOCU compared to the prior reporting period. This reflects growing exposure to DOCUSIGN INC (DOCU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DOCU increasing?

    Institutional interest in DOCU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

DOCU Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet