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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +1,702 | +8.1% | 22,802 | $1.56M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +8 | — | 8 | $547.00 | Q4 2025 | Aug 28, 2026 |
| Dakota Wealth Management | Sell | -712 | -3.0% | 23,108 | $1.58M | Q4 2025 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | Sell | -246 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -57,676 | -54.4% | 48,318 | $3.30M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Buy | +52,850 | — | 52,850 | $3.61M | Q4 2025 | Aug 11, 2026 |
| Capitalatwork S.A. | Buy | +24,850 | +12.0% | 231,650 | $15.85M | Q4 2025 | Aug 07, 2026 |
| Storebrand Asset Management As | Sell | -27,736 | -26.4% | 77,497 | $5.30M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Sell | -500 | -6.9% | 6,776 | $463.48K | Q4 2025 | May 15, 2026 |
| 1015 Capital Partners, Llc | Buy | +4 | — | 4 | $274.00 | Q4 2025 | May 11, 2026 |
| Vision Retirement, Llc | Buy | +29 | — | 29 | $1.98K | Q4 2025 | May 07, 2026 |
| Osbon Capital Management Llc | Buy | +47 | — | 47 | $3.21K | Q4 2025 | Mar 16, 2026 |
| Audent Global Asset Management, Llc | Buy | +4,971 | — | 4,971 | $340.02K | Q4 2025 | Mar 10, 2026 |
| Hsbc Holdings Plc | Buy | +455,856 | — | 455,856 | $31.20M | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +23 | — | 23 | $1.57K | Q4 2025 | Mar 04, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +200 | — | 200 | $13.68K | Q4 2025 | Feb 27, 2026 |
| Dgs Capital Management, Llc | Sell | -2,132 | -38.8% | 3,361 | $229.89K | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +141 | — | 141 | $9.64K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +16,556 | — | 16,556 | $869.85K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +4 | +21.1% | 23 | $1.57K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,857 | — | 2,857 | $195.42K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +102,998 | — | 102,998 | $2.02M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +6,587 | — | 6,587 | $450.57K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +200 | — | 200 | $13.68K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +348,276 | — | 348,276 | $23.84M | Q4 2025 | Feb 18, 2026 |
| Cat Rock Capital Management Lp | Buy | +231,000 | — | 231,000 | $15.80M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +77,457 | — | 77,457 | $4.07M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +65,594 | — | 65,594 | $4.49M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +54,030 | — | 54,030 | $3.73M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +46,373 | — | 46,373 | $3.17M | Q4 2025 | Feb 18, 2026 |
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.
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