ETF Holdings Breakdown of DOCU

Stock Name	DocuSign Inc
Ticker	DOCU(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US2561631068
LEI	549300Q7PVDWRZ39JG09

News associated with DOCU

Townsquare Capital LLC Decreases Holdings in DocuSign, Inc. (NASDAQ:DOCU): Townsquare Capital LLC lowered its stake in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 8.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 4,680 shares of the company’s stock after selling 423 shares during the period. Townsquare Capital LLC’s holdings in DocuSign were worth $421,000 as of its most recent […] - 2025-04-21 08:00:55
Envestnet Asset Management Inc. Increases Stock Position in DocuSign, Inc. (NASDAQ:DOCU): Envestnet Asset Management Inc. grew its position in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 42.9% in the fourth quarter, HoldingsChannel reports. The firm owned 180,054 shares of the company’s stock after buying an additional 54,023 shares during the quarter. Envestnet Asset Management Inc.’s holdings in DocuSign were worth $16,194,000 at the end […] - 2025-04-16 08:02:58
CIBC Private Wealth Group LLC Sells 860 Shares of DocuSign, Inc. (NASDAQ:DOCU): CIBC Private Wealth Group LLC lowered its stake in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 41.3% during the 4th quarter, HoldingsChannel reports. The fund owned 1,221 shares of the company’s stock after selling 860 shares during the period. CIBC Private Wealth Group LLC’s holdings in DocuSign were worth $109,000 as of its […] - 2025-04-08 08:39:07
Wellington Management Group LLP Purchases 353,172 Shares of DocuSign, Inc. (NASDAQ:DOCU): Wellington Management Group LLP increased its holdings in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 1,054.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 386,680 shares of the company’s stock after buying an additional 353,172 shares during the quarter. Wellington Management Group […] - 2025-04-07 08:26:52
DocuSign, Inc. (NASDAQ:DOCU) Shares Sold by JPMorgan Chase & Co.: JPMorgan Chase & Co. lessened its holdings in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 13.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 868,083 shares of the company’s stock after selling 132,166 shares during the period. JPMorgan Chase & Co.’s holdings in DocuSign were worth $78,075,000 as of its most recent […] - 2025-04-04 09:28:59
Sei Investments Co. Purchases 7,215 Shares of DocuSign, Inc. (NASDAQ:DOCU): Sei Investments Co. raised its position in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 14.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 56,807 shares of the company’s stock after buying an additional 7,215 shares during the period. Sei Investments Co.’s holdings in DocuSign were worth $5,109,000 as of its most […] - 2025-04-02 07:56:52
Jefferies Financial Group Lowers DocuSign (NASDAQ:DOCU) Price Target to $105.00: DocuSign (NASDAQ:DOCU – Get Free Report) had its price target reduced by equities researchers at Jefferies Financial Group from $115.00 to $105.00 in a research report issued to clients and investors on Monday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Jefferies Financial Group’s price objective suggests a potential upside of 26.98% […] - 2025-04-02 05:54:52
LPL Financial LLC Increases Position in DocuSign, Inc. (NASDAQ:DOCU): LPL Financial LLC grew its holdings in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 12.4% during the fourth quarter, HoldingsChannel reports. The firm owned 209,927 shares of the company’s stock after acquiring an additional 23,181 shares during the period. LPL Financial LLC’s holdings in DocuSign were worth $18,881,000 at the end of the most recent […] - 2025-04-01 08:18:50
Envestnet Portfolio Solutions Inc. Purchases Shares of 3,334 DocuSign, Inc. (NASDAQ:DOCU): Envestnet Portfolio Solutions Inc. acquired a new position in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 3,334 shares of the company’s stock, valued at approximately $300,000. Several other hedge funds have also modified their holdings of the stock. Natixis Advisors LLC acquired a new position […] - 2025-03-28 08:06:49
Corient Private Wealth LLC Has $2.29 Million Position in DocuSign, Inc. (NASDAQ:DOCU): Corient Private Wealth LLC cut its position in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 17.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,440 shares of the company’s stock after selling 5,308 shares during the period. Corient Private Wealth LLC’s holdings in DocuSign […] - 2025-03-24 10:02:56
DocuSign, Inc. (NASDAQ:DOCU) Shares Bought by Natixis Advisors LLC: Natixis Advisors LLC boosted its holdings in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 81.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,457 shares of the company’s stock after buying an additional 11,399 shares during the period. Natixis Advisors […] - 2025-03-24 07:55:02
Farther Finance Advisors LLC Cuts Position in DocuSign, Inc. (NASDAQ:DOCU): Farther Finance Advisors LLC trimmed its position in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 64.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,515 shares of the company’s stock after selling 2,805 shares during the period. Farther Finance Advisors LLC’s holdings in […] - 2025-03-21 08:27:09
PNC Financial Services Group Inc. Lowers Position in DocuSign, Inc. (NASDAQ:DOCU): PNC Financial Services Group Inc. lowered its holdings in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 21.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,532 shares of the company’s stock after selling 1,809 shares during the period. PNC Financial […] - 2025-03-19 08:03:21
Independent Advisor Alliance Raises Holdings in DocuSign, Inc. (NASDAQ:DOCU): Independent Advisor Alliance boosted its holdings in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 12.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,042 shares of the company’s stock after buying an additional 577 shares during the […] - 2025-03-18 08:19:03
DocuSign (NASDAQ:DOCU) Upgraded to “Outperform” at William Blair: William Blair upgraded shares of DocuSign (NASDAQ:DOCU – Free Report) from a market perform rating to an outperform rating in a research report sent to investors on Monday, MarketBeat reports. Several other analysts also recently weighed in on the company. Wells Fargo & Company boosted their price target on DocuSign from $70.00 to $73.00 and […] - 2025-03-18 06:32:52
DocuSign (NASDAQ:DOCU) Given Sector Perform Rating at Royal Bank of Canada: Royal Bank of Canada reaffirmed their sector perform rating on shares of DocuSign (NASDAQ:DOCU – Free Report) in a research report report published on Friday,Benzinga reports. They currently have a $90.00 target price on the stock. Other analysts have also recently issued reports about the stock. Bank of America lowered their price objective on shares […] - 2025-03-17 06:54:44
DocuSign (NASDAQ:DOCU) Stock Price Expected to Rise, Citigroup Analyst Says: DocuSign (NASDAQ:DOCU – Free Report) had its price target hoisted by Citigroup from $113.00 to $115.00 in a research report released on Friday,Benzinga reports. They currently have a buy rating on the stock. Several other equities research analysts have also recently issued reports on DOCU. Wedbush reiterated a “neutral” rating and issued a $100.00 price […] - 2025-03-17 06:54:44
UBS Group Lowers DocuSign (NASDAQ:DOCU) Price Target to $90.00: DocuSign (NASDAQ:DOCU – Free Report) had its price objective trimmed by UBS Group from $100.00 to $90.00 in a research note released on Friday,Benzinga reports. The firm currently has a neutral rating on the stock. A number of other research analysts also recently issued reports on DOCU. Hsbc Global Res upgraded shares of DocuSign to […] - 2025-03-17 06:54:44
DocuSign (NASDAQ:DOCU) Price Target Raised to $73.00: DocuSign (NASDAQ:DOCU – Free Report) had its price target lifted by Wells Fargo & Company from $70.00 to $73.00 in a report published on Friday,Benzinga reports. Wells Fargo & Company currently has an underweight rating on the stock. A number of other research analysts have also recently issued reports on the company. JPMorgan Chase & […] - 2025-03-17 06:54:44
DocuSign (NASDAQ:DOCU) Given New $98.00 Price Target at Bank of America: DocuSign (NASDAQ:DOCU – Free Report) had its price objective lowered by Bank of America from $112.00 to $98.00 in a research report released on Friday morning,Benzinga reports. The brokerage currently has a neutral rating on the stock. A number of other analysts also recently commented on the company. JMP Securities restated a “market outperform” rating […] - 2025-03-17 06:12:56
Raymond James Financial Inc. Takes Position in DocuSign, Inc. (NASDAQ:DOCU): Raymond James Financial Inc. bought a new stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 427,499 shares of the company’s stock, valued at approximately $38,449,000. Several other institutional investors and hedge […] - 2025-03-13 08:45:01
DocuSign, Inc. (NASDAQ:DOCU) Shares Acquired by M&T Bank Corp: M&T Bank Corp grew its stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,840 shares of the company’s stock after purchasing an additional 143 shares during the period. M&T Bank Corp’s […] - 2025-03-12 09:47:00
Steward Partners Investment Advisory LLC Sells 23,963 Shares of DocuSign, Inc. (NASDAQ:DOCU): Steward Partners Investment Advisory LLC decreased its position in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 71.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 9,510 shares of the company’s stock after selling 23,963 shares during the quarter. Steward Partners Investment Advisory LLC’s holdings in DocuSign were worth $855,000 as of its most […] - 2025-03-11 07:54:57
JPMorgan Chase & Co. Upgrades DocuSign (NASDAQ:DOCU) to Neutral: JPMorgan Chase & Co. upgraded shares of DocuSign (NASDAQ:DOCU – Free Report) from an underweight rating to a neutral rating in a research report released on Monday morning, MarketBeat reports. JPMorgan Chase & Co. currently has $75.00 target price on the stock, up from their prior target price of $70.00. Several other brokerages also recently […] - 2025-03-11 06:21:01
Sigma Planning Corp Acquires 2,275 Shares of DocuSign, Inc. (NASDAQ:DOCU): Sigma Planning Corp lifted its holdings in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 48.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 6,978 shares of the company’s stock after purchasing an additional 2,275 shares during the quarter. Sigma Planning Corp’s holdings in DocuSign were worth $628,000 at the end of the most […] - 2025-02-27 09:34:55
Global Retirement Partners LLC Has $203,000 Position in DocuSign, Inc. (NASDAQ:DOCU): Global Retirement Partners LLC raised its stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 113.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,253 shares of the company’s stock after buying an additional 1,198 shares during the quarter. Global Retirement Partners LLC’s […] - 2025-02-26 09:54:50
Atria Wealth Solutions Inc. Trims Stock Holdings in DocuSign, Inc. (NASDAQ:DOCU): Atria Wealth Solutions Inc. decreased its stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 44.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 8,958 shares of the company’s stock after selling 7,168 shares during the period. Atria Wealth Solutions Inc.’s holdings in DocuSign were worth $806,000 as of its most recent filing […] - 2025-02-26 09:16:57
Allworth Financial LP Buys 234 Shares of DocuSign, Inc. (NASDAQ:DOCU): Allworth Financial LP increased its stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 31.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 977 shares of the company’s stock after acquiring an additional 234 shares during the period. Allworth Financial LP’s holdings in DocuSign were worth $90,000 at the end of the most recent […] - 2025-02-25 09:07:17
DocuSign, Inc. (NASDAQ:DOCU) Stock Position Boosted by Principal Financial Group Inc.: Principal Financial Group Inc. grew its holdings in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 3,026.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 546,796 shares of the company’s stock after purchasing an additional 529,308 shares during the […] - 2025-02-21 09:37:06
DocuSign, Inc. (NASDAQ:DOCU) Shares Purchased by Principal Securities Inc.: Principal Securities Inc. raised its stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 52.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 8,406 shares of the company’s stock after acquiring an additional 2,890 shares during the period. Principal Securities Inc.’s holdings in DocuSign were worth $756,000 as of its most recent SEC filing. […] - 2025-02-21 09:00:46

DOCU institutional holdings

The following institutional investment holdings of DOCU have been identified

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc))	278,633	USD 23,444,181 2.3%
2025-05-08	IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist))	278,633	USD 23,444,181
2025-05-08	IE00BKBF6H24 (iShares Core MSCI World UCITS ETF)	278,633	USD 23,444,181
2025-05-08	IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist))	278,633	USD 23,444,181
2025-05-08	IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist))	23,148	USD 1,947,673
2025-05-08	IE00B6R52259 (iShares MSCI ACWI UCITS ETF)	45,611	USD 3,837,710
2025-05-08	IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc))	53,363	USD 4,489,963
2025-05-08	IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist))	53,363	USD 4,489,963
2025-05-08	IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc))	53,363 0.0%	USD 4,489,963 2.3%
2025-05-08	IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist))	19,682	USD 1,656,043 2.3%
2025-05-08	IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP)	4,057	USD 341,356 2.3%
2025-05-08	IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP)	4,057	USD 341,356
2025-05-08	IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist))	13,743	USD 1,156,336
2025-05-08	IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF)	13,743 -0.4%	USD 1,156,336 1.8%
2025-05-08	IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc))	11,554	USD 862,029
2025-05-08	IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc))	7,250	USD 610,015 2.3%
2025-05-08	IE00BG0J4C88 (iShares Digital Security UCITS ETF)	442,730	USD 37,251,302
2025-05-08	IE00BG0J4841 (iShares Digital Security UCITS ETF USD Dist GBP)	442,730	USD 37,251,302
2025-05-08	IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD)	3,902	USD 328,314
2025-05-08	IE00BJ5JNY98 (iShares MSCI World Information Technology Sector ESG UCITS ETF)	3,014	USD 253,598 2.3%
2025-05-08	IE00BZ0PKT83 (iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) GBP)	35,677	USD 3,001,863 2.3%
2025-05-08	IE00BYXPXK00 (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc))	35,677	USD 3,001,863 2.3%
2024-11-12	IE000OKVTDF7 (iShares MSCI USA Value Factor ESG UCITS ETF USD (Acc))	13,638	USD 1,124,726
2025-05-08	IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc))	1,065	USD 67,327
2025-05-08	IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc))	4,416	USD 371,562
2025-05-08	IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc))	12,326	USD 1,037,110 2.3%
2025-05-08	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	2,245	USD 188,894 2.3%
2025-05-08	IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc))	5,221	USD 439,295 2.3%
2025-05-08	IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist))	5,221	USD 439,295 2.3%
2025-05-08	IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc))	45,611	USD 3,837,710
2025-04-08	IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist))	25,918 200.0%	USD 1,823,331 202.3%
2024-11-08	IE000X08RX14 (iShares MSCI World ESG Enhanced UCITS ETF NZD Hedged (Acc))	3,713	USD 294,738 3.7%
2025-04-08	IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc))	25,918 200.0%	USD 1,823,331 202.3%
2025-05-08	IE00BP3QZ601 (iShares Edge MSCI World Quality Factor UCITS ETF)	46,262	USD 3,892,485
Total =	2,572,750	USD 215,583,513

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