DOCUSIGN, INC. (DOCU) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 677
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | TRED AVON FAMILY WEALTH#401 · 6,814 sh | 6,814 | $302.7K | — | +10.3% |
| 402 | OPPENHEIMER ASSET MANAGEMENT#402 · 6,789 sh | 6,789 | $301.6K | <0.01% | -1.5% |
| 403 | KORNITZER CAPITAL MANAGEMENT#403 · 6,765 sh | 6,765 | $300.5K | <0.01% | -0.8% |
| 404 | Caprock Group#404 · 6,750 sh | 6,750 | $299.8K | <0.01% | -72.9% |
| 405 | Comprehensive Financial Management#405 · 6,593 sh | 6,593 | $292.9K | <0.01% | 0.0% |
| 406 | PRAXIS INVESTMENT MANAGEMENT#406 · 6,501 sh | 6,501 | $289.0K | 0.02% | New |
| 407 | SHELTON CAPITAL MANAGEMENT#407 · 6,484 sh | 6,484 | $288.0K | <0.01% | -3.8% |
| 408 | Freestone Capital#408 · 6,414 sh | 6,414 | $284.9K | <0.01% | -12.1% |
| 409 | UHLMANN PRICE SECURITIES#409 · 6,375 sh | 6,375 | $283.2K | 0.01% | +16.8% |
| 410 | FOX RUN MANAGEMENT, L.L.C.#410 · 6,362 sh | 6,362 | $282.6K | 0.05% | New |
| 411 | Headlands Technologies#411 · 6,313 sh | 6,313 | $280.4K | 0.03% | -79.8% |
| 412 | FOUNDERS GROVE WEALTH PARTNERS#412 · 6,231 sh | 6,231 | $276.8K | — | New |
| 413 | EverSource Wealth Advisors#413 · 6,180 sh | 6,180 | $274.5K | <0.01% | +220.7% |
| 414 | LMR Partners LLP#414 · 6,110 sh | 6,110 | $271.4K | <0.01% | -69.6% |
| 415 | Fifth Third Wealth Advisors#415 · 6,059 sh | 6,059 | $269.1K | — | -2.0% |
| 416 | Capstone Wealth Management#416 · 6,046 sh | 6,046 | $268.6K | 0.12% | New |
| 417 | CIBC Asset Management#417 · 6,012 sh | 6,012 | $267.1K | <0.01% | -6.6% |
| 418 | Baader Bank Aktiengesellschaft#418 · 6,000 sh | 6,000 | $266.5K | 0.02% | -8.1% |
| 419 | STRS OHIO#419 · 5,908 sh | 5,908 | $262.4K | <0.01% | +24.4% |
| 420 | North Dakota State Investment Board#420 · 5,907 sh | 5,907 | $262.4K | 0.01% | -14.5% |
| 421 | Mirae Asset Global Investments , Ltd.#421 · 5,898 sh | 5,898 | $262.0K | <0.01% | +202.9% |
| 422 | MISSION WEALTH MANAGEMENT#422 · 5,785 sh | 5,785 | $257.0K | — | New |
| 423 | RMB Capital Management#423 · 5,692 sh | 5,692 | $252.8K | <0.01% | -47.8% |
| 424 | Parcion Private Wealth#424 · 5,655 sh | 5,655 | $251.2K | 0.01% | New |
| 425 | ClearAlpha Technologies#425 · 5,560 sh | 5,560 | $247.0K | 0.42% | New |
| 426 | Sterling Capital Management#426 · 5,540 sh | 5,540 | $246.1K | — | +105.1% |
| 427 | Apollon Wealth Management#427 · 5,529 sh | 5,529 | $245.6K | — | New |
| 428 | R Squared Ltd#428 · 5,525 sh | 5,525 | $245.4K | 0.13% | -1.3% |
| 429 | Hedges Asset Management#429 · 5,500 sh | 5,500 | $244.3K | 0.16% | — |
| 430 | Brand Asset Management Group#430 · 5,420 sh | 5,420 | $240.8K | 0.05% | New |
| 431 | Arkadios Wealth Advisors#431 · 5,317 sh | 5,317 | $236.2K | <0.01% | -20.4% |
| 432 | Legacy Advisors#432 · 5,283 sh | 5,283 | $234.7K | — | New |
| 433 | RWA WEALTH PARTNERS#433 · 5,247 sh | 5,247 | $233.1K | <0.01% | -36.9% |
| 434 | Meeder Advisory Services#434 · 5,212 sh | 5,212 | $231.5K | <0.01% | -16.6% |
| 435 | Kentucky Retirement Systems Insurance Fund#435 · 5,204 sh | 5,204 | $231.2K | 0.01% | -1.5% |
| 436 | Gilbert & Cook#436 · 5,189 sh | 5,189 | $230.5K | 0.03% | -1.1% |
| 437 | Garden State Investment Advisory Services#437 · 5,177 sh | 5,177 | $230.0K | 0.04% | New |
| 438 | Optas#438 · 5,148 sh | 5,148 | $228.7K | 0.03% | -37.5% |
| 439 | Miracle Mile Advisors#439 · 5,096 sh | 5,096 | $226.4K | <0.01% | +0.4% |
| 440 | Concorde Asset Management#440 · 5,064 sh | 5,064 | $224.9K | 0.13% | +3.0% |
| 441 | Claret Asset Management#441 · 5,010 sh | 5,010 | $223.0K | 0.02% | New |
| 442 | Wahed Invest#442 · 5,016 sh | 5,016 | $222.8K | 0.02% | -0.1% |
| 443 | Obermeyer Wealth Partners#443 · 5,000 sh | 5,000 | $222.1K | — | 0.0% |
| 444 | RIVERSEDGE ADVISORS#444 · 4,957 sh | 4,957 | $220.2K | — | New |
| 445 | Garde Capital#445 · 4,839 sh | 4,839 | $214.9K | <0.01% | 0.0% |
| 446 | MANGROVE PARTNERS IM#446 · 4,816 sh | 4,816 | $213.9K | 0.01% | New |
| 447 | MAINSAIL ASSET MANAGEMENT#447 · 4,048 sh | 4,048 | $213.5K | — | New |
| 448 | PINNACLE ASSOCIATES LTD#448 · 4,782 sh | 4,782 | $212.4K | — | -12.3% |
| 449 | MONTAG A & ASSOCIATES#449 · 4,775 sh | 4,775 | $212.1K | <0.01% | +4.4% |
| 450 | Vident Advisory#450 · 4,742 sh | 4,742 | $210.6K | <0.01% | -58.7% |
| 451 | NewEdge Wealth#451 · 4,737 sh | 4,737 | $210.4K | <0.01% | -60.7% |
| 452 | Truvestments Capital#452 · 4,689 sh | 4,689 | $208.3K | 0.03% | -8.2% |
| 453 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#453 · 4,655 sh | 4,655 | $206.8K | — | New |
| 454 | PARK AVENUE SECURITIES#454 · 4,646 sh | 4,646 | $206.0K | — | New |
| 455 | SummitTX Capital, L.P.#455 · 4,630 sh | 4,630 | $205.7K | <0.01% | -81.4% |
| 456 | Intellectus Partners#456 · 4,618 sh | 4,618 | $205.1K | 0.04% | -5.5% |
| 457 | Cambria Investment Management, L.P.#457 · 4,580 sh | 4,580 | $203.4K | 0.01% | 0.0% |
| 458 | PFG Investments#458 · 4,562 sh | 4,562 | $202.6K | <0.01% | +7.0% |
| 459 | SIGNATUREFD#459 · 4,552 sh | 4,552 | $202.2K | — | -19.0% |
| 460 | CHILTON INVESTMENT#460 · 4,540 sh | 4,540 | $201.7K | <0.01% | 0.0% |
| 461 | PZENA INVESTMENT MANAGEMENT#461 · 4,510 sh | 4,510 | $200.3K | <0.01% | 0.0% |
| 462 | Parallax Volatility Advisers, L.P.#462 · 4,507 sh | 4,507 | $200.2K | <0.01% | New |
| 463 | MIRAE ASSET GLOBAL ETFS Ltd.#463 · 4,404 sh | 4,404 | $195.6K | <0.01% | -3.8% |
| 464 | Pingora Partners#464 · 4,100 sh | 4,100 | $182.1K | 0.11% | -4.7% |
| 465 | GAMMA Investing#465 · 3,957 sh | 3,957 | $175.8K | — | -28.4% |
| 466 | SILVER OAK SECURITIES#466 · 3,941 sh | 3,941 | $175.1K | 0.01% | New |
| 467 | IFP Advisors#467 · 3,923 sh | 3,923 | $174.3K | — | +38.9% |
| 468 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#468 · 3,614 sh | 3,614 | $160.5K | — | 0.0% |
| 469 | Bayforest Capital Ltd#469 · 3,592 sh | 3,592 | $159.6K | 0.15% | +189.7% |
| 470 | EXCHANGE TRADED CONCEPTS#470 · 3,569 sh | 3,569 | $158.5K | <0.01% | +18.3% |
| 471 | Strategic Investment Advisors / MI#471 · 3,458 sh | 3,458 | $153.6K | <0.01% | +21.1% |
| 472 | PEAK6#472 · 3,302 sh | 3,302 | $146.7K | <0.01% | -94.2% |
| 473 | Parallel Advisors#473 · 3,289 sh | 3,289 | $146.1K | <0.01% | -28.0% |
| 474 | Eurizon Capital SGR S.p.A.#474 · 3,104 sh | 3,104 | $139.4K | <0.01% | -72.5% |
| 475 | Kemnay Advisory Services#475 · 3,089 sh | 3,089 | $137.2K | 0.02% | +543.5% |
| 476 | Twin Lakes Capital Management#476 · 3,072 sh | 3,072 | $136.5K | 0.05% | 0.0% |
| 477 | Essential Partners#477 · 3,051 sh | 3,051 | $135.5K | — | -52.7% |
| 478 | NISA INVESTMENT ADVISORS#478 · 2,815 sh | 2,815 | $125.0K | — | +63.2% |
| 479 | Rossby Financial, LCC#479 · 2,568 sh | 2,568 | $114.1K | 0.02% | +10.5% |
| 480 | SUMMIT SECURITIES GROUP#480 · 2,308 sh | 2,308 | $102.5K | <0.01% | New |
| 481 | UMB Bank, n.a.#481 · 2,304 sh | 2,304 | $102.3K | <0.01% | -1.1% |
| 482 | LSV ASSET MANAGEMENT#482 · 2,300 sh | 2,300 | $102.0K | <0.01% | 0.0% |
| 483 | Corient IA#483 · 2,230 sh | 2,230 | $99.1K | 0.09% | 0.0% |
| 484 | Reyes Financial Architecture#484 · 1,749 sh | 1,749 | $77.7K | — | +59.3% |
| 485 | Employees Retirement System of Texas#485 · 1,657 sh | 1,657 | $74.0K | <0.01% | 0.0% |
| 486 | CX Institutional#486 · 1,637 sh | 1,637 | $73.0K | — | +231.4% |
| 487 | BOK Financial Private Wealth#487 · 1,615 sh | 1,615 | $71.7K | <0.01% | 0.0% |
| 488 | Geneos Wealth Management#488 · 1,615 sh | 1,615 | $71.7K | <0.01% | 0.0% |
| 489 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#489 · 1,550 sh | 1,550 | $68.9K | <0.01% | -9.7% |
| 490 | HARBOUR INVESTMENTS#490 · 1,513 sh | 1,513 | $67.2K | <0.01% | -50.7% |
| 491 | CAZ INVESTMENTS#491 · 1,500 sh | 1,500 | $66.6K | <0.01% | +200.0% |
| 492 | Covestor Ltd#492 · 1,484 sh | 1,484 | $66.0K | 0.04% | +34.3% |
| 493 | SJS Investment Consulting#493 · 1,471 sh | 1,471 | $65.3K | — | -8.8% |
| 494 | COHEN & STEERS#494 · 1,400 sh | 1,400 | $62.0K | <0.01% | 0.0% |
| 495 | COMPASS FINANCIAL MANAGEMENT#495 · 1,325 sh | 1,325 | $61.5K | <0.01% | — |
| 496 | True Wealth Design#496 · 1,357 sh | 1,357 | $60.3K | — | +44.5% |
| 497 | Global Retirement Partners#497 · 1,348 sh | 1,348 | $59.9K | <0.01% | — |
| 498 | Clearstead Advisors#498 · 1,297 sh | 1,297 | $57.6K | <0.01% | +130.8% |
| 499 | Aquatic Capital Management#499 · 1,208 sh | 1,208 | $53.7K | <0.01% | -99.3% |
| 500 | Financial Perspectives#500 · 1,178 sh | 1,178 | $52.3K | 0.01% | 0.0% |
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.