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Docusign Inc

CUSIP: 256163AB2 | 95 institutional holders

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
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Institutional Holders — Q2 2023

Sona Asset Management (US) LLC13,563,000
2.8% of portfolio›$13.3M
Whitebox Advisors LLC6,221,000
0.2% of portfolio›$6.2M
Paloma Partners Management Co4,521,000
0.2% of portfolio›$4.5M
Bank of Montreal3,708,000
0.0% of portfolio›$3.3M
Citigroup Inc60,000
0.0% of portfolio›$59.9K
JPMorgan Chase & Co4,000
0.0% of portfolio›$3.6K
US Bancorp \de\4,000
0.0% of portfolio›$4.0K
Northwestern Mutual Wealth Management Co2,000
0.0% of portfolio›$2.0K
Activest Wealth Management229
0.0% of portfolio›$26.2K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Sona Asset Management (US) LLC
13,563,000$13.3M2.8%YieldVery HighNew York, NY2023-08-11
Whitebox Advisors LLC
6,221,000$6.2M0.2%MomentumVery HighMinneapolis, MN2026-08-26
Paloma Partners Management Co
4,521,000$4.5M0.2%GARPVery HighGreenwich, CT2023-08-14
Bank of Montreal
3,708,000$3.3M0.0%CoreLowToronto, Australia2023-08-02
Citigroup Inc
60,000$59.9K0.0%CoreMediumNew York, NY2023-08-10
JPMorgan Chase & Co
4,000$3.6K0.0%GrowthMediumNew York, NY2023-08-11
US Bancorp \de\
4,000$4.0K0.0%IndexLowMinneapolis, MN2023-08-10
Northwestern Mutual Wealth Management Co
2,000$2.0K0.0%IndexVery LowMilwaukee, WI2023-08-14
Activest Wealth Management
229$26.2K0.0%ETFLowAventura, FL2023-07-21
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-08-10