DOCUSIGN, INC. (DOCU) — Institutional Holders, Q2 2026 (page 4)
677 institutional investment managers reported a DOCU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
DOCU 13F holders ranked 301–400 of 677
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | DANSKE BANK A/S#301 · 14,746 sh | 14,746 | $655.0K | <0.01% | -62.1% |
| 302 | MAI Capital Management#302 · 14,653 sh | 14,653 | $650.9K | <0.01% | +95.6% |
| 303 | Rodgers Brothers#303 · 14,540 sh | 14,540 | $645.9K | 0.06% | -2.5% |
| 304 | NorthCrest Asset Manangement#304 · 13,213 sh | 13,213 | $644.3K | — | +86.0% |
| 305 | denkapparat Operations GmbH#305 · 14,496 sh | 14,496 | $643.9K | 0.21% | +47.3% |
| 306 | Integrated Wealth Concepts#306 · 14,484 sh | 14,484 | $643.4K | <0.01% | +2.9% |
| 307 | NewEdge Advisors#307 · 14,311 sh | 14,311 | $635.7K | <0.01% | New |
| 308 | FINANCIAL CONSULATE#308 · 13,782 sh | 13,782 | $612.2K | — | 0.0% |
| 309 | MML INVESTORS SERVICES#309 · 13,604 sh | 13,604 | $604.3K | <0.01% | +18.2% |
| 310 | Inspire Investing#310 · 13,211 sh | 13,211 | $586.8K | — | +858.7% |
| 311 | OPPENHEIMER#311 · 12,849 sh | 12,849 | $570.8K | — | -3.3% |
| 312 | SAGE RHINO CAPITAL#312 · 12,841 sh | 12,841 | $570.4K | 0.09% | -3.3% |
| 313 | Kentucky Retirement Systems#313 · 12,540 sh | 12,540 | $557.0K | 0.01% | New |
| 314 | Plato Investment Management Ltd#314 · 12,138 sh | 12,138 | $536.0K | 0.03% | -3.2% |
| 315 | PNC FINANCIAL SERVICES GROUP#315 · 12,046 sh | 12,046 | $535.1K | <0.01% | +27.6% |
| 316 | Jackson Creek Investment Advisors#316 · 9,758 sh | 9,758 | $535.0K | 0.18% | New |
| 317 | Susquehanna Portfolio Strategies#317 · 11,880 sh | 11,880 | $527.7K | <0.01% | New |
| 318 | Envestnet Portfolio Solutions#318 · 11,867 sh | 11,867 | $527.1K | <0.01% | +3.1% |
| 319 | Farther Finance Advisors#319 · 11,781 sh | 11,781 | $524.6K | — | +16.1% |
| 320 | CARY STREET PARTNERS INVESTMENT ADVISORY#320 · 11,795 sh | 11,795 | $523.9K | 0.11% | +707.9% |
| 321 | FIRST CITIZENS BANK#321 · 11,744 sh | 11,744 | $521.7K | — | 0.0% |
| 322 | HB Wealth Management#322 · 11,632 sh | 11,632 | $516.7K | — | +30.0% |
| 323 | Buckland Partners Management#323 · 11,500 sh | 11,500 | $510.8K | 0.25% | 0.0% |
| 324 | Bayesian Capital Management#324 · 11,444 sh | 11,444 | $508.3K | 0.33% | New |
| 325 | INDEPENDENT FINANCIAL GROUP#325 · 11,228 sh | 11,228 | $498.7K | — | New |
| 326 | HANCOCK WHITNEY#326 · 11,161 sh | 11,161 | $495.8K | <0.01% | +0.6% |
| 327 | QRG CAPITAL MANAGEMENT#327 · 11,132 sh | 11,132 | $494.5K | <0.01% | +31.2% |
| 328 | Cresset Asset Management#328 · 11,000 sh | 11,000 | $488.6K | <0.01% | -4.6% |
| 329 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#329 · 10,923 sh | 10,923 | $485.2K | <0.01% | +20.6% |
| 330 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#330 · 10,915 sh | 10,915 | $484.8K | <0.01% | -8.7% |
| 331 | GREENWOOD CAPITAL ASSOCIATES#331 · 10,908 sh | 10,908 | $484.5K | 0.05% | +47.3% |
| 332 | ACORN FINANCIAL ADVISORY SERVICES#332 · 10,875 sh | 10,875 | $483.1K | 0.06% | -9.6% |
| 333 | Sanctuary Advisors#333 · 10,678 sh | 10,678 | $474.3K | <0.01% | +13.4% |
| 334 | Pallas Capital Advisors#334 · 10,466 sh | 10,466 | $464.9K | 0.01% | -7.5% |
| 335 | iA Global Asset Management#335 · 10,455 sh | 10,455 | $464.0K | <0.01% | -11.8% |
| 336 | Sumitomo Mitsui DS Asset Management Company, Ltd#336 · 10,411 sh | 10,411 | $462.5K | — | -54.2% |
| 337 | Allworth Financial#337 · 10,410 sh | 10,410 | $462.4K | <0.01% | -20.2% |
| 338 | WADDELL & ASSOCIATES#338 · 10,299 sh | 10,299 | $457.5K | 0.02% | +51.0% |
| 339 | Coppell Advisory Solutions#339 · 348 sh | 348 | $455.4K | 0.04% | New |
| 340 | WILEY BROS.-AINTREE CAPITAL#340 · 10,215 sh | 10,215 | $453.4K | <0.01% | -26.9% |
| 341 | Vise Technologies#341 · 9,979 sh | 9,979 | $443.3K | <0.01% | +185.0% |
| 342 | PROFUND ADVISORS#342 · 9,825 sh | 9,825 | $436.4K | 0.01% | -9.6% |
| 343 | TCG Advisory Services#343 · 9,775 sh | 9,775 | $434.2K | <0.01% | -13.2% |
| 344 | Green Alpha Advisors#344 · 9,704 sh | 9,704 | $431.1K | — | +0.2% |
| 345 | Crestwood Advisors Group#345 · 9,685 sh | 9,685 | $430.2K | <0.01% | +24.8% |
| 346 | Nykredit A/S#346 · 9,680 sh | 9,680 | $430.0K | <0.01% | — |
| 347 | DnB Asset Management AS#347 · 9,646 sh | 9,646 | $428.5K | <0.01% | -9.4% |
| 348 | NOMURA#348 · 9,511 sh | 9,511 | $422.5K | <0.01% | +109.4% |
| 349 | SCOTIA CAPITAL#349 · 9,498 sh | 9,498 | $421.9K | <0.01% | New |
| 350 | Maryland State Retirement & Pension System#350 · 9,496 sh | 9,496 | $421.8K | <0.01% | 0.0% |
| 351 | KBC Group NV#351 · 9,403 sh | 9,403 | $418.0K | — | -7.1% |
| 352 | HANTZ FINANCIAL SERVICES#352 · 9,391 sh | 9,391 | $417.0K | <0.01% | +3.3% |
| 353 | CERTUITY#353 · 9,179 sh | 9,179 | $407.7K | 0.02% | +41.2% |
| 354 | RMR Wealth Builders#354 · 9,108 sh | 9,108 | $404.6K | — | -0.4% |
| 355 | Steward Partners Investment Advisory#355 · 8,998 sh | 8,998 | $399.7K | <0.01% | +61.1% |
| 356 | Inscription Capital#356 · 8,891 sh | 8,891 | $394.9K | 0.04% | +14.9% |
| 357 | M&T BANK#357 · 8,892 sh | 8,892 | $394.6K | <0.01% | -24.5% |
| 358 | Leonteq Securities AG#358 · 8,772 sh | 8,772 | $389.7K | 0.01% | +23.5% |
| 359 | Lido Advisors#359 · 8,688 sh | 8,688 | $385.9K | <0.01% | +36.9% |
| 360 | EP Wealth Advisors#360 · 8,656 sh | 8,656 | $384.5K | <0.01% | +10.0% |
| 361 | Aware Super Pty Ltd as trustee of Aware Super#361 · 8,577 sh | 8,577 | $381.0K | <0.01% | -96.5% |
| 362 | Waverly Advisors#362 · 8,528 sh | 8,528 | $378.8K | <0.01% | +99.7% |
| 363 | Kestra Advisory Services#363 · 8,322 sh | 8,322 | $369.7K | <0.01% | -9.5% |
| 364 | US BANCORP \DE\#364 · 8,235 sh | 8,235 | $365.8K | <0.01% | +15.7% |
| 365 | Caerus Investment Advisors#365 · 8,213 sh | 8,213 | $364.8K | 0.12% | -10.7% |
| 366 | Voleon Capital Management#366 · 8,196 sh | 8,196 | $364.1K | <0.01% | New |
| 367 | GUGGENHEIM CAPITAL#367 · 8,096 sh | 8,096 | $359.6K | <0.01% | +16.3% |
| 368 | State of Wyoming#368 · 8,045 sh | 8,045 | $357.4K | 0.04% | -28.3% |
| 369 | Smith Group Asset Management#369 · 8,023 sh | 8,023 | $356.4K | 0.01% | New |
| 370 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#370 · 7,702 sh | 7,702 | $354.4K | 0.02% | +25.6% |
| 371 | ProShare Advisors#371 · 7,952 sh | 7,952 | $353.2K | <0.01% | -2.7% |
| 372 | Legacy Financial Advisors#372 · 7,934 sh | 7,934 | $352.4K | 0.04% | +12.8% |
| 373 | Sentinus#373 · 7,912 sh | 7,912 | $351.5K | 0.03% | New |
| 374 | OCCUDO QUANTITATIVE STRATEGIES#374 · 7,884 sh | 7,884 | $350.2K | 0.02% | -84.1% |
| 375 | EVOLVE PRIVATE WEALTH#375 · 7,834 sh | 7,834 | $348.0K | 0.02% | New |
| 376 | ELEVATUS WELATH MANAGEMENT#376 · 7,792 sh | 7,792 | $346.1K | — | New |
| 377 | Clare Market Investments#377 · 7,773 sh | 7,773 | $345.3K | 0.06% | New |
| 378 | BOKF, NA#378 · 7,744 sh | 7,744 | $344.0K | <0.01% | -3.3% |
| 379 | Rafferty Asset Management#379 · 7,716 sh | 7,716 | $342.7K | <0.01% | -7.7% |
| 380 | Snowden Capital Advisors#380 · 7,684 sh | 7,684 | $341.3K | <0.01% | +50.1% |
| 381 | Venture Visionary Partners#381 · 7,601 sh | 7,601 | $337.6K | — | 0.0% |
| 382 | Compound Planning#382 · 7,597 sh | 7,597 | $337.5K | <0.01% | +0.3% |
| 383 | Quent Capital#383 · 7,549 sh | 7,549 | $335.3K | 0.02% | +1145.7% |
| 384 | Proficio Capital Partners#384 · 7,409 sh | 7,409 | $329.1K | 0.01% | New |
| 385 | J.W. COLE ADVISORS#385 · 7,346 sh | 7,346 | $326.3K | <0.01% | New |
| 386 | CHOREO#386 · 7,301 sh | 7,301 | $324.3K | <0.01% | -13.5% |
| 387 | AlphaGrep UK Ltd#387 · 7,261 sh | 7,261 | $322.5K | 0.10% | -8.6% |
| 388 | Mach-1 Financial Group#388 · 7,249 sh | 7,249 | $322.0K | 0.12% | -6.8% |
| 389 | PRELUDE CAPITAL MANAGEMENT#389 · 7,245 sh | 7,245 | $321.8K | 0.02% | -5.3% |
| 390 | Formidable Asset Management#390 · 7,162 sh | 7,162 | $318.1K | 0.05% | -3.0% |
| 391 | Essex Financial Services#391 · 7,114 sh | 7,114 | $316.0K | 0.02% | +8.8% |
| 392 | Marex Group plc#392 · 6,989 sh | 6,989 | $310.5K | <0.01% | -34.3% |
| 393 | Ethic#393 · 6,979 sh | 6,979 | $310.0K | <0.01% | -5.4% |
| 394 | JACKSON THORNTON WEALTH MANAGEMENT#394 · 6,977 sh | 6,977 | $309.9K | 0.02% | New |
| 395 | AlphaCore Capital#395 · 6,971 sh | 6,971 | $309.7K | <0.01% | New |
| 396 | Motley Fool Asset Management#396 · 6,969 sh | 6,969 | $309.6K | 0.01% | +0.8% |
| 397 | SBI Securities , Ltd.#397 · 6,859 sh | 6,859 | $304.7K | — | -19.1% |
| 398 | Versant Capital Management#398 · 6,844 sh | 6,844 | $304.0K | — | +1.3% |
| 399 | Ellevest#399 · 6,201 sh | 6,201 | $303.9K | 0.04% | New |
| 400 | BURNEY#400 · 6,814 sh | 6,814 | $302.7K | — | -90.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.