Docusign Inc

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Sona Asset Management (US) LLC

UNCHANGED

Shares13,563,000 from 13,563,000

Change0 (0%)

Value$13.3M (-$514.1K)

Filed 2023-08-11

Whitebox Advisors LLC

UNCHANGED

Shares6,221,000 from 6,221,000

Change0 (0%)

Value$6.2M (-$248.8K)

Filed 2026-08-26

Paloma Partners Management Co

UNCHANGED

Shares4,521,000 from 4,521,000

Change0 (0%)

Value$4.5M (-$354.5K)

Filed 2023-08-14

Bank of Montreal

NEW

Shares3,708,000

Change+3,708,000

Value$3.3M

Filed 2023-08-02

UNCHANGED

Shares60,000 from 60,000

Change0 (0%)

Value$59.9K (-$2.4K)

Filed 2023-08-10

JPMorgan Chase & Co

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$3.6K (-$400)

Filed 2023-08-11

US Bancorp \de\

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$4.0K (-$160)

Filed 2023-08-10

Northwestern Mutual Wealth Management Co

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$2.0K (-$80)

Filed 2023-08-14

Activest Wealth Management

NEW

Shares229

Change+229

Value$26.2K

Filed 2023-07-21

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

	Status
Sona Asset Management (US) LLC	UNCHANGED	13,563,000	13,563,000	0	0%	$13.9M	$13.3M	-$514.1K	2023-08-11
Whitebox Advisors LLC	UNCHANGED	6,221,000	6,221,000	0	0%	$6.5M	$6.2M	-$248.8K	2026-08-26
Paloma Partners Management Co	UNCHANGED	4,521,000	4,521,000	0	0%	$4.8M	$4.5M	-$354.5K	2023-08-14
Bank of Montreal	NEW	3,708,000	—	+3,708,000	—	—	$3.3M	—	2023-08-02
Citigroup Inc	UNCHANGED	60,000	60,000	0	0%	$62.3K	$59.9K	-$2.4K	2023-08-10
JPMorgan Chase & Co	UNCHANGED	4,000	4,000	0	0%	$4.0K	$3.6K	-$400	2023-08-11
US Bancorp \de\	UNCHANGED	4,000	4,000	0	0%	$4.2K	$4.0K	-$160	2023-08-10
Northwestern Mutual Wealth Management Co	UNCHANGED	2,000	2,000	0	0%	$2.1K	$2.0K	-$80	2023-08-14
Activest Wealth Management	NEW	229	—	+229	—	—	$26.2K	—	2023-07-21
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-08-10

Showing 10 of 10 institutions