DOCUSIGN, INC. (DOCU) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 677
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | BESSEMER GROUP#501 · 1,092 sh | 1,092 | $49.0K | <0.01% | +25.8% |
| 502 | Rakuten Securities#502 · 1,103 sh | 1,103 | $49.0K | 0.01% | +1.7% |
| 503 | North Star Investment Management#503 · 1,097 sh | 1,097 | $48.7K | <0.01% | +163.1% |
| 504 | MassMutual Private Wealth & , FSB#504 · 1,090 sh | 1,090 | $48.4K | — | -16.7% |
| 505 | VIRTUS ADVISERS#505 · 1,067 sh | 1,067 | $47.4K | 0.02% | -93.2% |
| 506 | CoreCap Advisors#506 · 983 sh | 983 | $43.7K | — | -0.1% |
| 507 | WHITTIER OF NEVADA#507 · 824 sh | 824 | $38.9K | <0.01% | -23.3% |
| 508 | Itau Unibanco Holding S.A.#508 · 861 sh | 861 | $38.2K | <0.01% | -0.3% |
| 509 | TD Waterhouse Canada#509 · 807 sh | 807 | $37.1K | — | +9.5% |
| 510 | Washington Advisors#510 · 820 sh | 820 | $36.4K | — | -84.8% |
| 511 | Ronald Blue#511 · 808 sh | 808 | $35.9K | — | -5.5% |
| 512 | Smartleaf Asset Management#512 · 744 sh | 744 | $33.5K | <0.01% | 0.0% |
| 513 | WealthCollab#513 · 708 sh | 708 | $31.4K | 0.01% | -17.2% |
| 514 | WHITTIER#514 · 661 sh | 661 | $31.0K | <0.01% | -13.1% |
| 515 | City State Bank#515 · 630 sh | 630 | $28.0K | — | 0.0% |
| 516 | Salomon & Ludwin#516 · 538 sh | 538 | $24.8K | <0.01% | 0.0% |
| 517 | HUNTINGTON NATIONAL BANK#517 · 543 sh | 543 | $24.1K | <0.01% | +15.5% |
| 518 | Institute for Wealth Management#518 · 526 sh | 526 | $23.4K | <0.01% | -92.1% |
| 519 | Parkside Financial Bank#519 · 518 sh | 518 | $23.0K | <0.01% | +31.5% |
| 520 | ZRC WEALTH MANAGEMENT#520 · 512 sh | 512 | $22.7K | — | +69.0% |
| 521 | Performa Ltd (US)#521 · 500 sh | 500 | $22.2K | <0.01% | +17.6% |
| 522 | WPG Advisers#522 · 475 sh | 475 | $21.1K | 0.01% | 0.0% |
| 523 | Silvant Capital Management#523 · 474 sh | 474 | $21.1K | <0.01% | 0.0% |
| 524 | Bank Julius Baer & Ltd, Zurich#524 · 450 sh | 450 | $20.0K | <0.01% | 0.0% |
| 525 | WEST PACES ADVISORS#525 · 450 sh | 450 | $20.0K | — | New |
| 526 | Activest Wealth Management#526 · 423 sh | 423 | $18.8K | — | +101.4% |
| 527 | Y.D. More Investments Ltd#527 · 405 sh | 405 | $18.0K | <0.01% | New |
| 528 | Basecamp Wealth Advisors#528 · 381 sh | 381 | $16.9K | <0.01% | -8.2% |
| 529 | Central Pacific Bank - Division#529 · 369 sh | 369 | $16.4K | — | 0.0% |
| 530 | CULLEN/FROST BANKERS#530 · 364 sh | 364 | $16.2K | <0.01% | +1.7% |
| 531 | Bank#531 · 357 sh | 357 | $15.9K | — | -6.8% |
| 532 | Mitsubishi UFJ Asset Management , Ltd.#532 · 340 sh | 340 | $15.1K | 0.00% | 0.0% |
| 533 | Pinnacle Wealth Planning Services#533 · 340 sh | 340 | $15.1K | <0.01% | -56.4% |
| 534 | SWAN Capital#534 · 315 sh | 315 | $14.0K | <0.01% | 0.0% |
| 535 | VEGA INVESTMENT SOLUTIONS#535 · 288 sh | 288 | $12.8K | <0.01% | 0.0% |
| 536 | Wealth Enhancement Services#536 · 258 sh | 258 | $11.5K | — | New |
| 537 | Continuum Advisory#537 · 252 sh | 252 | $11.2K | <0.01% | New |
| 538 | Estabrook Capital Management#538 · 250 sh | 250 | $11.1K | <0.01% | 0.0% |
| 539 | Trust Co#539 · 250 sh | 250 | $11.1K | — | New |
| 540 | HIGHLINE WEALTH PARTNERS#540 · 246 sh | 246 | $10.9K | — | +261.8% |
| 541 | Bogart Wealth#541 · 244 sh | 244 | $10.8K | <0.01% | +177.3% |
| 542 | ADIRONDACK#542 · 235 sh | 235 | $10.4K | — | 0.0% |
| 543 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#543 · 233 sh | 233 | $10.3K | <0.01% | +4.0% |
| 544 | EMC Capital Management#544 · 200 sh | 200 | $10.0K | <0.01% | — |
| 545 | ARMSTRONG ADVISORY GROUP#545 · 200 sh | 200 | $8.9K | — | New |
| 546 | Strategic Investment Solutions#546 · 200 sh | 200 | $8.9K | <0.01% | 0.0% |
| 547 | MCGUIRE CAPITAL ADVISORS#547 · 200 sh | 200 | $8.9K | <0.01% | 0.0% |
| 548 | HM PAYSON#548 · 200 sh | 200 | $8.9K | <0.01% | 0.0% |
| 549 | EVOLUTION WEALTH MANAGEMENT#549 · 187 sh | 187 | $8.3K | <0.01% | -17.3% |
| 550 | FARMERS & MERCHANTS INVESTMENTS#550 · 177 sh | 177 | $7.9K | — | 0.0% |
| 551 | Owl Creek Wealth Partners#551 · 170 sh | 170 | $7.6K | — | -38.2% |
| 552 | Fortitude Family Office#552 · 163 sh | 163 | $7.2K | — | +307.5% |
| 553 | Godfrey Financial Associates#553 · 160 sh | 160 | $7.1K | <0.01% | 0.0% |
| 554 | Sachetta#554 · 153 sh | 153 | $6.8K | <0.01% | +50.0% |
| 555 | Bell Investment Advisors#555 · 150 sh | 150 | $6.7K | <0.01% | -19.4% |
| 556 | Main Street Group, LTD#556 · 150 sh | 150 | $6.7K | <0.01% | -14.3% |
| 557 | Newbridge Financial Services Group#557 · 131 sh | 131 | $5.8K | — | New |
| 558 | Financial Management Professionals#558 · 129 sh | 129 | $5.7K | — | 0.0% |
| 559 | Marquette Asset Management#559 · 125 sh | 125 | $5.6K | — | -49.0% |
| 560 | MPWM ADVISORY SOLUTIONS#560 · 125 sh | 125 | $5.6K | <0.01% | -35.9% |
| 561 | Pacifica Partners#561 · 120 sh | 120 | $5.5K | — | 0.0% |
| 562 | Private Wealth Management Group#562 · 121 sh | 121 | $5.4K | — | +55.1% |
| 563 | Transamerica Financial Advisors#563 · 114 sh | 114 | $5.1K | <0.01% | +20.0% |
| 564 | PRIVATE NA#564 · 113 sh | 113 | $5.0K | — | -75.1% |
| 565 | Keating Financial Advisory Services#565 · 111 sh | 111 | $4.9K | <0.01% | -12.6% |
| 566 | CVA Family Office#566 · 110 sh | 110 | $4.9K | <0.01% | -65.4% |
| 567 | PFS Partners#567 · 105 sh | 105 | $4.7K | — | 0.0% |
| 568 | Cape Investment Advisory#568 · 105 sh | 105 | $4.7K | — | New |
| 569 | Graney & King#569 · 100 sh | 100 | $4.4K | <0.01% | 0.0% |
| 570 | Colonial / SC#570 · 99 sh | 99 | $4.4K | <0.01% | +54.7% |
| 571 | Strive Financial Group#571 · 95 sh | 95 | $4.2K | <0.01% | 0.0% |
| 572 | WESTPAC BANKING#572 · 91 sh | 91 | $4.0K | <0.01% | New |
| 573 | HOLLENCREST SECURITIES#573 · 90 sh | 90 | $4.0K | <0.01% | 0.0% |
| 574 | Clearstead#574 · 87 sh | 87 | $3.9K | <0.01% | -51.4% |
| 575 | Cornerstone Planning Group#575 · 80 sh | 80 | $3.8K | — | -13.0% |
| 576 | Spire Wealth Management#576 · 84 sh | 84 | $3.7K | <0.01% | -8.7% |
| 577 | FIRST HORIZON NATIONAL#577 · 82 sh | 82 | $3.6K | — | +1266.7% |
| 578 | Silver Grove Financial Group#578 · 81 sh | 81 | $3.6K | <0.01% | New |
| 579 | Fourth Dimension Wealth#579 · 78 sh | 78 | $3.5K | <0.01% | 0.0% |
| 580 | Tradewinds Capital Management#580 · 75 sh | 75 | $3.3K | — | -66.7% |
| 581 | Tidemark#581 · 75 sh | 75 | $3.3K | <0.01% | 0.0% |
| 582 | Fedenia Advisers#582 · 75 sh | 75 | $3.3K | — | New |
| 583 | CREATIVE FINANCIAL DESIGNS#583 · 74 sh | 74 | $3.3K | <0.01% | -57.5% |
| 584 | Hurley Capital#584 · 73 sh | 73 | $3.2K | <0.01% | 0.0% |
| 585 | Kilter Group#585 · 72 sh | 72 | $3.2K | <0.01% | +166.7% |
| 586 | JPL Wealth Management#586 · 71 sh | 71 | $3.2K | <0.01% | +57.8% |
| 587 | Medallion Wealth Advisors#587 · 71 sh | 71 | $3.2K | <0.01% | 0.0% |
| 588 | Fulcrum Asset Management LLP#588 · 67 sh | 67 | $3.0K | <0.01% | New |
| 589 | TrueNorth#589 · 66 sh | 66 | $2.9K | <0.01% | -99.5% |
| 590 | Cromwell#590 · 66 sh | 66 | $2.9K | <0.01% | New |
| 591 | James T. Borello RIA#591 · 65 sh | 65 | $2.9K | — | +441.7% |
| 592 | VALLEY NATIONAL ADVISERS#592 · 63 sh | 63 | $2.8K | — | -27.6% |
| 593 | Physician Wealth Advisors#593 · 62 sh | 62 | $2.8K | — | -61.3% |
| 594 | Golden State Wealth Management#594 · 62 sh | 62 | $2.8K | <0.01% | -3.1% |
| 595 | Addison Advisors#595 · 61 sh | 61 | $2.7K | <0.01% | -67.0% |
| 596 | BEACON INVESTMENT ADVISORY SERVICES#596 · 60 sh | 60 | $2.7K | — | -95.6% |
| 597 | HRT FINANCIAL#597 · 58,100 sh | 58,100 | $2.6K | 0.00% | -90.7% |
| 598 | Manchester Capital Management#598 · 58 sh | 58 | $2.6K | — | +16.0% |
| 599 | Retirement Wealth Solutions#599 · 55 sh | 55 | $2.4K | — | +44.7% |
| 600 | Planning Strategies#600 · 52 sh | 52 | $2.3K | — | — |
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.