DOCU — Docusign Inc Institutional Holders · Q3 2026

Name: Who Owns DOCU? 27 Institutions Hold $15.9M (Q3 2026)
Creator: ko.io

Who owns Docusign Inc (DOCU)? 27 institutions reported holding $15.85M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CapWealth Advisors, LLC ($10.3M), Titleist Asset Management, LLC ($1.2M), Farther Finance Advisors, LLC ($1.1M).

Rank	Institution	Value	Shares	Change
1	CapWealth Advisors, LLC	$10.3M	154,028	Added
2	TITLEIST ASSET MANAGEMENT, LLC	$1.2M	17,877	Trimmed
3	Farther Finance Advisors, LLC	$1.1M	15,841	Added
4	Green Alpha Advisors, LLC	$900,952	13,417	Added
5	Versant Capital Management, Inc	$482,070	7,179	Added
6	Venture Visionary Partners LLC	$478,309	7,123	Trimmed
7	RIVERSEDGE ADVISORS, LLC	$347,971	5,182	Added
8	GAMMA Investing LLC	$337,966	5,033	Added
9	Valeo Financial Advisors, LLC	$279,143	4,157	New
10	CX Institutional	$110,000	1,645	Added
11	MassMutual Private Wealth & Trust, FSB	$71,112	1,059	Trimmed
12	CoreCap Advisors, LLC	$65,941	982	Trimmed
13	ELEVATION WEALTH PARTNERS, LLC	$58,824	876	Added
14	Central Pacific Bank - Trust Division	$24,778	369	Hold
15	Bank & Trust Co	$20,615	307	Trimmed
16	Trust Co	$16,788	250	Hold
17	ARMSTRONG ADVISORY GROUP, INC	$13,430	200	Hold
18	GoalVest Advisory LLC	$10,945	163	New
19	Marquette Asset Management, LLC	$8,394	125	Hold
20	Pacifica Partners Inc.	$8,369	120	Hold
21	Retirement Wealth Solutions LLC	$4,097	61	Added
22	Planning Strategies Inc.	$3,156	47	Trimmed
23	GILPIN WEALTH MANAGEMENT, LLC	$135	2	New
24	Davis Capital Management	$134	2	New
25	Grove Bank & Trust	$67	1	Hold

Source: SEC Form 13F filings · as of 2026-09-30