DOCUSIGN, INC. (DOCU) — Institutional Holders, Q2 2026 (page 7)
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 601 to 677. 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 601–677 of 677
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Westside Investment Management#601 · 50 sh | 50 | $2.2K | <0.01% | New |
| 602 | BFSG#602 · 50 sh | 50 | $2.2K | <0.01% | 0.0% |
| 603 | Quest 10 Wealth Builders#603 · 50 sh | 50 | $2.2K | <0.01% | 0.0% |
| 604 | Asset Planning#604 · 50 sh | 50 | $2.2K | — | 0.0% |
| 605 | First Bancorp#605 · 50 sh | 50 | $2.2K | — | New |
| 606 | Quarry#606 · 48 sh | 48 | $2.1K | <0.01% | New |
| 607 | MANNING & NAPIER ADVISORS#607 · 47 sh | 47 | $2.1K | 0.00% | New |
| 608 | Avion Wealth#608 · 62 sh | 62 | $2.0K | <0.01% | -23.5% |
| 609 | TSFG#609 · 37 sh | 37 | $2.0K | — | 0.0% |
| 610 | Principia Wealth Advisory#610 · 45 sh | 45 | $2.0K | <0.01% | +136.8% |
| 611 | GHP Investment Advisors#611 · 44 sh | 44 | $2.0K | — | 0.0% |
| 612 | Dunhill Financial#612 · 41 sh | 41 | $1.8K | <0.01% | -8.9% |
| 613 | TD PRIVATE CLIENT WEALTH#613 · 38 sh | 38 | $1.7K | 0.00% | +245.5% |
| 614 | WEBSTER BANK, N. A.#614 · 36 sh | 36 | $1.6K | <0.01% | 0.0% |
| 615 | AdvisorNet Financial#615 · 33 sh | 33 | $1.5K | — | 0.0% |
| 616 | Bare Financial Services#616 · 33 sh | 33 | $1.5K | <0.01% | +50.0% |
| 617 | SHP Wealth Management#617 · 32 sh | 32 | $1.4K | <0.01% | -20.0% |
| 618 | AMERIFLEX GROUP#618 · 32 sh | 32 | $1.4K | <0.01% | 0.0% |
| 619 | Cornerstone Financial Management#619 · 32 sh | 32 | $1.4K | <0.01% | -43.9% |
| 620 | Park Place Capital#620 · 31 sh | 31 | $1.4K | <0.01% | +14.8% |
| 621 | Osbon Capital Management#621 · 26 sh | 26 | $1.2K | <0.01% | 0.0% |
| 622 | American Capital Advisory#622 · 26 sh | 26 | $1.2K | <0.01% | +30.0% |
| 623 | BROWN, LISLE/CUMMINGS#623 · 25 sh | 25 | $1.1K | — | +127.3% |
| 624 | RICHARDSON FINANCIAL SERVICES#624 · 25 sh | 25 | $1.1K | <0.01% | 0.0% |
| 625 | Rialto Wealth Management#625 · 23 sh | 23 | $1.0K | <0.01% | 0.0% |
| 626 | Capital Advisors, Ltd.#626 · 16 sh | 16 | $1.0K | <0.01% | -33.3% |
| 627 | RAFFA WEALTH MANAGEMENT#627 · 21 sh | 21 | $933.00 | <0.01% | 0.0% |
| 628 | CNB Bank#628 · 21 sh | 21 | $933.00 | <0.01% | 0.0% |
| 629 | Quaker Wealth Management#629 · 20 sh | 20 | $889.00 | — | +122.2% |
| 630 | PayPay Securities#630 · 20 sh | 20 | $888.00 | — | 0.0% |
| 631 | MATHER GROUP#631 · 20 sh | 20 | $885.00 | — | 0.0% |
| 632 | Holos Integrated Wealth#632 · 18 sh | 18 | $850.00 | — | 0.0% |
| 633 | SALEM INVESTMENT COUNSELORS#633 · 18 sh | 18 | $800.00 | — | 0.0% |
| 634 | MV CAPITAL MANAGEMENT#634 · 17 sh | 17 | $756.00 | <0.01% | -76.7% |
| 635 | NBC SECURITIES#635 · 16 sh | 16 | $710.00 | — | -48.4% |
| 636 | N.E.W. Advisory Services#636 · 15 sh | 15 | $666.00 | 0.00% | 0.0% |
| 637 | Vision Retirement#637 · 15 sh | 15 | $666.00 | <0.01% | 0.0% |
| 638 | Signature Equity Partners#638 · 15 sh | 15 | $666.00 | <0.01% | +66.7% |
| 639 | TFC Financial Management#639 · 13 sh | 13 | $578.00 | — | New |
| 640 | Valued Wealth Advisors#640 · 13 sh | 13 | $578.00 | <0.01% | 0.0% |
| 641 | Torren Management#641 · 13 sh | 13 | $577.00 | <0.01% | 0.0% |
| 642 | USA FINANCIAL FORMULAS#642 · 11 sh | 11 | $489.00 | <0.01% | — |
| 643 | Hughes Financial Services#643 · 10 sh | 10 | $444.00 | <0.01% | +42.9% |
| 644 | MB, LEVIS & ASSOCIATES#644 · 10 sh | 10 | $444.00 | — | 0.0% |
| 645 | Investors Portfolio Services#645 · 10 sh | 10 | $444.00 | <0.01% | 0.0% |
| 646 | Halbert, Hargrove/Russell#646 · 10 sh | 10 | $442.00 | — | New |
| 647 | Solstein Capital#647 · 9 sh | 9 | $400.00 | <0.01% | 0.0% |
| 648 | ACTION POINT FINANCIAL PLANNING#648 · 9 sh | 9 | $399.00 | 0.00% | New |
| 649 | Glass Jacobson Investment Advisors#649 · 8 sh | 8 | $356.00 | — | 0.0% |
| 650 | Creative Capital Management Investments#650 · 8 sh | 8 | $355.00 | <0.01% | New |
| 651 | Key FInancial#651 · 7 sh | 7 | $311.00 | <0.01% | 0.0% |
| 652 | SITTNER & NELSON#652 · 7 sh | 7 | $311.00 | <0.01% | 0.0% |
| 653 | Bear Mountain Capital#653 · 5 sh | 5 | $247.00 | <0.01% | 0.0% |
| 654 | Prestige Wealth Management Group#654 · 5 sh | 5 | $223.00 | 0.00% | +150.0% |
| 655 | MOTCO#655 · 5 sh | 5 | $222.00 | 0.00% | New |
| 656 | Caitlin John#656 · 4 sh | 4 | $178.00 | <0.01% | 0.0% |
| 657 | SouthState Bank#657 · 4 sh | 4 | $178.00 | 0.00% | -89.2% |
| 658 | Cassaday & Wealth Management#658 · 3 sh | 3 | $134.00 | 0.00% | 0.0% |
| 659 | HFM Investment Advisors#659 · 3 sh | 3 | $134.00 | 0.00% | New |
| 660 | LRI Investments#660 · 3 sh | 3 | $133.00 | 0.00% | -98.7% |
| 661 | Evelyn Partners Group Ltd#661 · 3 sh | 3 | $133.00 | 0.00% | — |
| 662 | Cordant#662 · 3 sh | 3 | $118.00 | 0.00% | New |
| 663 | Bay Harbor Wealth Management#663 · 2 sh | 2 | $89.00 | 0.00% | 0.0% |
| 664 | DiNuzzo Private Wealth#664 · 2 sh | 2 | $89.00 | — | -33.3% |
| 665 | 3 FACTOR INDEXING#665 · 2 sh | 2 | $89.00 | — | 0.0% |
| 666 | DecisionPoint Financial#666 · 1 sh | 1 | $47.00 | 0.00% | -80.0% |
| 667 | JFS WEALTH ADVISORS#667 · 1 sh | 1 | $45.00 | 0.00% | -75.0% |
| 668 | DHJJ Financial Advisors, Ltd.#668 · 1 sh | 1 | $45.00 | — | 0.0% |
| 669 | MARYLAND CAPITAL ADVISORS#669 · 1 sh | 1 | $45.00 | — | — |
| 670 | Grove Bank#670 · 1 sh | 1 | $44.00 | — | 0.0% |
| 671 | ORG Wealth Partners#671 · 1 sh | 1 | $44.00 | 0.00% | -90.9% |
| 672 | NBT BANK N A#672 · 1 sh | 1 | $44.00 | — | 0.0% |
| 673 | Evolution Advisers#673 · 2 sh | 2 | $0.00 | 0.00% | New |
| 674 | Erste Asset Management GmbH#674 · 0 sh | 0 | $0.00 | 0.00% | New |
| 675 | Navigoe#675 · 1 sh | 1 | $0.00 | 0.00% | New |
| 676 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#676 · 224,238 sh | 224,238 | — | — | -7.3% |
| 677 | PeakShares#677 · 2,500 sh | 2,500 | — | — | 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.