13F

Stock

Docusign, Inc.

DOCU · held by 37 managers

Reported value

$346.8M

Holders

37

+4 new · −0 exited

Holders’ est. mark

−$2.29M

Price effect on 12 books still in the name

Largest holder

$224.2M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY3.11M$224.2MHeld
BANK OF AMERICA CORP /DE/771.4K$55.6MHeld
BARCLAYS PLC418.9K$30.2M−$1.36MAdded$12M
TUDOR INVESTMENT CORP ET AL158.2K$11.4MHeld
CapWealth Advisors, LLC80.4K$5.79MHeld
PEAK6 LLC79.8K$5.75M−$227.3KAdded$2.7M
Swiss Life Asset Management Ltd51.4K$3.71M−$298.1KCut−$1.64M
Virtue Capital Management, LLC25.6K$2.1MHeld
OP Asset Management Ltd21.1K$1.52M−$122.4KCut−$122.4K
VIRTUS ADVISERS, LLC14.6K$1.05M−$84.8KCut−$84.8K
Alberta Investment Management Corp12.2K$879.5KNew
Sanctuary Advisors, LLC9.45K$681.5K−$54.8KCut−$74.5K
Allworth Financial LP7.75K$558.6KHeld
Cresset Asset Management, LLC7.33K$528.5K−$39.5KCut−$2.17K
INDEPENDENT FINANCIAL GROUP, LLC7.28K$524.5K−$42.2KCut−$43.8K
DGS Capital Management, LLC5.49K$396K−$31.9KCut−$171.9K
Garde Capital, Inc.5.19K$374.1KHeld
Strategic Investment Advisors / MI3.93K$283KHeld
Burton Enright Welch3.53K$254.2K−$20.3KCut−$19K
Cambria Investment Management, L.P.3.37K$243.2KHeld
Narus Financial Partners, LLC3.26K$235.1KHeld
Leonteq Securities AG2.42K$174.8K−$14.1KCut−$1.41M
IFP Advisors, Inc1.99K$143.1KHeld
Essential Partners LLC559$40.3KNew
Aventura Private Wealth, LLC435$31.4KNew
Medallion Wealth Advisors, LLC423$30.5K−$1.2KAdded$14.4K
EVOLUTION WEALTH MANAGEMENT INC.306$22.1KHeld
KBC Group NV215.1K$15.5KHeld
Strategic Investment Solutions, Inc. /IL200$14.4KHeld
NWI MANAGEMENT LP85.4K$6.16KNew
NEW MEXICO EDUCATIONAL RETIREMENT BOARD41.8K$3.01KHeld
Cape Investment Advisory, Inc.41$2.96KHeld
MV CAPITAL MANAGEMENT, INC.19$1.37KHeld
Kilter Group LLC18$1.3KHeld
Holos Integrated Wealth LLC18$1.23KHeld
Principia Wealth Advisory, LLC11$793Held
FNY Investment Advisers, LLC14$1Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.