Docusign Inc

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

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

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Aristeia Capital, L.L.C.

INCREASED

Shares101,444,000 from 91,076,000

Change+10,368,000 (+11%)

Value$101.4M (+$11.7M)

Filed 2024-02-14

Radcliffe Capital Management, L.P.

INCREASED

Shares62,955,000 from 13,570,000

Change+49,385,000 (+364%)

Value$62.8M (+$49.5M)

Filed 2024-02-14

Cohanzick Management, LLC

NEW

Shares60,979,000

Change+60,979,000

Value$61.0M

Filed 2024-02-13

Glazer Capital, LLC

NEW

Shares49,598,000

Change+49,598,000

Value$49.4K

Filed 2024-02-14

Manufacturers Life Insurance Company, the

DECREASED

Shares44,996,000 from 45,283,000

Change-287,000 (-1%)

Value$4.5B (+$39.3M)

Filed 2024-02-13

Lazard Asset Management LLC

DECREASED

Shares40,000,000 from 52,368,000

Change-12,368,000 (-24%)

Value$40.0K (-$11.6K)

Filed 2024-02-14

Tenor Capital Management Co., L.P.

DECREASED

Shares40,000,000 from 46,562,000

Change-6,562,000 (-14%)

Value$39.9M (-$5.8M)

Filed 2024-02-14

Millennium Management LLC

DECREASED

Shares30,704,000 from 37,630,000

Change-6,926,000 (-18%)

Value$30.6M (-$6.3M)

Filed 2024-02-14

Kohlberg Kravis Roberts & Co. L.P.

INCREASED

Shares25,958,000 from 232,000

Change+25,726,000 (+11089%)

Value$26.0M (+$25.7M)

Filed 2024-02-14

Bank of America Corp

DECREASED

Shares24,610,000 from 33,497,000

Change-8,887,000 (-27%)

Value$24.5M (-$8.3M)

Filed 2024-02-14

Moore Capital Management, LP

NEW

Shares23,849,000

Change+23,849,000

Value$23.8M

Filed 2024-02-14

Fort Baker Capital Management LP

DECREASED

Shares21,147,000 from 24,045,000

Change-2,898,000 (-12%)

Value$21.1M (-$2.5M)

Filed 2024-02-14

Mint Tower Capital Management B.V.

INCREASED

Shares15,496,000 from 6,880,000

Change+8,616,000 (+125%)

Value$15.4K (+$8.7K)

Filed 2024-02-14

Zuckerman Investment Group, LLC

DECREASED

Shares14,828,000 from 15,191,000

Change-363,000 (-2%)

Value$14.7M (-$142.6K)

Filed 2024-02-14

Pier 88 Investment Partners LLC

UNCHANGED

Shares13,260,000 from 13,260,000

Change0 (0%)

Value$13.2M (+$199.2K)

Filed 2024-02-12

Shenkman Capital Management Inc

DECREASED

Shares10,918,000 from 10,993,000

Change-75,000 (-1%)

Value$10.9M (+$90.1K)

Filed 2024-02-08

JPMorgan Chase & Co

DECREASED

Shares9,509,000 from 13,315,000

Change-3,806,000 (-29%)

Value$9.5M (-$3.6M)

Filed 2024-12-26

Palisade Capital Management, LP

DECREASED

Shares9,286,000 from 9,297,000

Change-11,000 (0%)

Value$9.3M (+$145.9K)

Filed 2024-02-14

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

DECREASED

Shares9,250,000 from 12,750,000

Change-3,500,000 (-27%)

Value$9.2M (-$3.3M)

Filed 2026-05-04

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares7,630,000 from 3,210,000

Change+4,420,000 (+138%)

Value$7.6M (+$4.4M)

Filed 2024-02-09

Alkeon Capital Management LLC

UNCHANGED

Shares6,942,000 from 6,942,000

Change0 (0%)

Value$6.9M (+$104.3K)

Filed 2024-02-14

NorthCoast Asset Management LLC

UNCHANGED

Shares6,590,000 from 6,590,000

Change0 (0%)

Value$6.6M (+$99.0K)

Filed 2024-02-07

Eubel Brady & Suttman Asset Management Inc

UNCHANGED

Shares6,000,000 from 6,000,000

Change0 (0%)

Value$6.0K (+$90)

Filed 2024-02-12

Federated Hermes, Inc.

UNCHANGED

Shares5,125,000 from 5,125,000

Change0 (0%)

Value$5.1M (+$91.9K)

Filed 2024-01-31

Parallax Volatility Advisers, L.P.

UNCHANGED

Shares5,000,000 from 5,000,000

Change0 (0%)

Value$5.0M (+$75.1K)

Filed 2024-02-14

Ingalls & Snyder LLC

DECREASED

Shares4,261,500 from 4,324,000

Change-62,500 (-1%)

Value$4.2K (+$9)

Filed 2024-01-29

Tealwood Asset Management Inc

DECREASED

Shares3,757,000 from 3,817,000

Change-60,000 (-2%)

Value$3.7K (+$5)

Filed 2024-01-08

Water Island Capital LLC

NEW

Shares2,000,000

Change+2,000,000

Value$2.0M

Filed 2024-11-14

Oaktree Capital Management LP

DECREASED

Shares1,900,000 from 14,592,000

Change-12,692,000 (-87%)

Value$1.9M (-$12.5M)

Filed 2024-02-13

Amundi

DECREASED

Shares1,815,000 from 2,015,000

Change-200,000 (-10%)

Value$1.8M (-$167.0K)

Filed 2024-02-14

HighTower Advisors, LLC

UNCHANGED

Shares1,783,000 from 1,783,000

Change0 (0%)

Value$1.8M (+$19.0K)

Filed 2024-02-12

FMR LLC

NEW

Shares1,500,000

Change+1,500,000

Value$1.5M

Filed 2026-11-05

Ontario Teachers Pension Plan Board

UNCHANGED

Shares1,000,000 from 1,000,000

Change0 (0%)

Value$997.5K (+$13.3K)

Filed 2026-02-13

Royal Bank of Canada

UNCHANGED

Shares900,000 from 900,000

Change0 (0%)

Value$896.0K (+$14.0K)

Filed 2024-02-14

Clearstead Advisors, LLC

DECREASED

Shares845,000 from 875,000

Change-30,000 (-3%)

Value$840.8K (-$16.7K)

Filed 2024-02-12

Wells Fargo & Company

INCREASED

Shares403,000 from 401,000

Change+2,000 (+1%)

Value$401.8K (+$8.0K)

Filed 2024-02-09

Bank of New York Mellon Corp

UNCHANGED

Shares400,000 from 400,000

Change0 (0%)

Value$398.8K (+$6.0K)

Filed 2024-01-29

Zazove Associates LLC

UNCHANGED

Shares200,000 from 200,000

Change0 (0%)

Value$199 (-$195.8K)

Filed 2024-01-31

Htlf Bank

NEW

Shares120,000

Change+120,000

Value$119.4K

Filed 2024-01-31

Jefferies Financial Group Inc.

NEW

Shares100,000

Change+100,000

Value$98.9K

Filed 2024-05-06

Seven Mile Advisory

NEW

Shares75,000

Change+75,000

Value$74.6K

Filed 2024-02-09

WealthPLAN Partners, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$19.9K (+$358)

Filed 2024-01-05

Atlantic Trust Group, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$14.9K (+$225)

Filed 2024-02-13

Brighton Jones LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$11.9K (+$181)

Filed 2024-02-05

Capital Investment Advisory Services, LLC

NEW

Shares10,000

Change+10,000

Value$9.9K

Filed 2024-02-01

OFI Invest Asset Management

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$1.8M (+$29.4K)

Filed 2024-02-14

Osaic Holdings, Inc.

INCREASED

Shares25 from 10

Change+15 (+150%)

Value$24.9K (+$15.1K)

Filed 2024-02-12

Lord, Abbett & Co. LLC

CLOSED

Shares0 from 49,733,000

Change-49,733,000 (-100%)

Value$0 (-$48.8K)

Filed 2024-10-07

Linden Advisors LP

CLOSED

Shares0 from 46,867,000

Change-46,867,000 (-100%)

Value$0 (-$46.0M)

Filed 2024-02-14

Steelhead Partners LLC

CLOSED

Shares0 from 40,665,000

Change-40,665,000 (-100%)

Value$0 (-$39.9M)

Filed 2024-02-14

Aviva PLC

CLOSED

Shares0 from 22,000,000

Change-22,000,000 (-100%)

Value$0 (-$21.5M)

Filed 2024-02-09

State Street Corp

CLOSED

Shares0 from 18,607,000

Change-18,607,000 (-100%)

Value$0 (-$18.2M)

Filed 2024-02-14

Monashee Investment Management LLC

CLOSED

Shares0 from 5,800,000

Change-5,800,000 (-100%)

Value$0 (-$5.7M)

Filed 2024-02-12

BlackRock Inc.

CLOSED

Shares0 from 4,710,000

Change-4,710,000 (-100%)

Value$0 (-$4.6M)

Filed 2024-02-13

Russell Investments Group, Ltd.

CLOSED

Shares0 from 3,408,000

Change-3,408,000 (-100%)

Value$0 (-$3.3M)

Filed 2024-02-05

Ewing Morris & Co. Investment Partners Ltd.

CLOSED

Shares0 from 1,500,000

Change-1,500,000 (-100%)

Value$0 (-$1.5M)

Filed 2024-02-14

Bank of Montreal

CLOSED

Shares0 from 1,000,000

Change-1,000,000 (-100%)

Value$0 (-$975.5K)

Filed 2024-02-08

Financiere des Professionnels - Fonds d'investissement inc.

CLOSED

Shares0 from 287,000

Change-287,000 (-100%)

Value$0 (-$282.7K)

Filed 2024-01-16

BNP Paribas Financial Markets

CLOSED

Shares0 from 278,000

Change-278,000 (-100%)

Value$0 (-$272.4K)

Filed 2024-02-14

Citigroup Inc

CLOSED

Shares0 from 264,000

Change-264,000 (-100%)

Value$0 (-$258.7K)

Filed 2024-02-09

Goldman Sachs Group Inc

CLOSED

Shares0 from 140,000

Change-140,000 (-100%)

Value$0 (-$137.2K)

Filed 2024-05-14

Stonegate Investment Group, LLC

CLOSED

Shares0 from 57,000

Change-57,000 (-100%)

Value$0 (-$55.9K)

Filed 2024-01-23

Comerica Bank

CLOSED

Shares0 from 31,000

Change-31,000 (-100%)

Value$0 (-$30.4K)

Filed 2024-02-14

Ameriprise Financial Inc

CLOSED

Shares0 from 30,000

Change-30,000 (-100%)

Value$0 (-$29.4K)

Filed 2024-02-14

Global Retirement Partners, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$9.8K)

Filed 2024-01-18

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-02-07

Dubuque Bank & Trust Co

N/A

Shares— from 120,000

Change-120,000 (-100%)

Value—

	Status
Aristeia Capital, L.L.C.	INCREASED	101,444,000	91,076,000	+10,368,000	+11%	$89.7M	$101.4M	+$11.7M	2024-02-14
Radcliffe Capital Management, L.P.	INCREASED	62,955,000	13,570,000	+49,385,000	+364%	$13.3M	$62.8M	+$49.5M	2024-02-14
Cohanzick Management, LLC	NEW	60,979,000	—	+60,979,000	—	—	$61.0M	—	2024-02-13
Glazer Capital, LLC	NEW	49,598,000	—	+49,598,000	—	—	$49.4K	—	2024-02-14
Manufacturers Life Insurance Company, the	DECREASED	44,996,000	45,283,000	-287,000	-1%	$4.5B	$4.5B	+$39.3M	2024-02-13
Lazard Asset Management LLC	DECREASED	40,000,000	52,368,000	-12,368,000	-24%	$51.6K	$40.0K	-$11.6K	2024-02-14
Tenor Capital Management Co., L.P.	DECREASED	40,000,000	46,562,000	-6,562,000	-14%	$45.7M	$39.9M	-$5.8M	2024-02-14
Millennium Management LLC	DECREASED	30,704,000	37,630,000	-6,926,000	-18%	$36.9M	$30.6M	-$6.3M	2024-02-14
Kohlberg Kravis Roberts & Co. L.P.	INCREASED	25,958,000	232,000	+25,726,000	+11089%	$228.5K	$26.0M	+$25.7M	2024-02-14
Bank of America Corp	DECREASED	24,610,000	33,497,000	-8,887,000	-27%	$32.8M	$24.5M	-$8.3M	2024-02-14
Moore Capital Management, LP	NEW	23,849,000	—	+23,849,000	—	—	$23.8M	—	2024-02-14
Fort Baker Capital Management LP	DECREASED	21,147,000	24,045,000	-2,898,000	-12%	$23.6M	$21.1M	-$2.5M	2024-02-14
Mint Tower Capital Management B.V.	INCREASED	15,496,000	6,880,000	+8,616,000	+125%	$6.8K	$15.4K	+$8.7K	2024-02-14
Zuckerman Investment Group, LLC	DECREASED	14,828,000	15,191,000	-363,000	-2%	$14.9M	$14.7M	-$142.6K	2024-02-14
Pier 88 Investment Partners LLC	UNCHANGED	13,260,000	13,260,000	0	0%	$13.0M	$13.2M	+$199.2K	2024-02-12
Shenkman Capital Management Inc	DECREASED	10,918,000	10,993,000	-75,000	-1%	$10.8M	$10.9M	+$90.1K	2024-02-08
JPMorgan Chase & Co	DECREASED	9,509,000	13,315,000	-3,806,000	-29%	$13.1M	$9.5M	-$3.6M	2024-12-26
Palisade Capital Management, LP	DECREASED	9,286,000	9,297,000	-11,000	0%	$9.1M	$9.3M	+$145.9K	2024-02-14
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	DECREASED	9,250,000	12,750,000	-3,500,000	-27%	$12.5M	$9.2M	-$3.3M	2026-05-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	7,630,000	3,210,000	+4,420,000	+138%	$3.1M	$7.6M	+$4.4M	2024-02-09
Alkeon Capital Management LLC	UNCHANGED	6,942,000	6,942,000	0	0%	$6.8M	$6.9M	+$104.3K	2024-02-14
NorthCoast Asset Management LLC	UNCHANGED	6,590,000	6,590,000	0	0%	$6.5M	$6.6M	+$99.0K	2024-02-07
Eubel Brady & Suttman Asset Management Inc	UNCHANGED	6,000,000	6,000,000	0	0%	$5.9K	$6.0K	+$90	2024-02-12
Federated Hermes, Inc.	UNCHANGED	5,125,000	5,125,000	0	0%	$5.0M	$5.1M	+$91.9K	2024-01-31
Parallax Volatility Advisers, L.P.	UNCHANGED	5,000,000	5,000,000	0	0%	$4.9M	$5.0M	+$75.1K	2024-02-14
Ingalls & Snyder LLC	DECREASED	4,261,500	4,324,000	-62,500	-1%	$4.2K	$4.2K	+$9	2024-01-29
Tealwood Asset Management Inc	DECREASED	3,757,000	3,817,000	-60,000	-2%	$3.7K	$3.7K	+$5	2024-01-08
Water Island Capital LLC	NEW	2,000,000	—	+2,000,000	—	—	$2.0M	—	2024-11-14
Oaktree Capital Management LP	DECREASED	1,900,000	14,592,000	-12,692,000	-87%	$14.4M	$1.9M	-$12.5M	2024-02-13
Amundi	DECREASED	1,815,000	2,015,000	-200,000	-10%	$2.0M	$1.8M	-$167.0K	2024-02-14
HighTower Advisors, LLC	UNCHANGED	1,783,000	1,783,000	0	0%	$1.8M	$1.8M	+$19.0K	2024-02-12
FMR LLC	NEW	1,500,000	—	+1,500,000	—	—	$1.5M	—	2026-11-05
Ontario Teachers Pension Plan Board	UNCHANGED	1,000,000	1,000,000	0	0%	$984.3K	$997.5K	+$13.3K	2026-02-13
Royal Bank of Canada	UNCHANGED	900,000	900,000	0	0%	$882.0K	$896.0K	+$14.0K	2024-02-14
Clearstead Advisors, LLC	DECREASED	845,000	875,000	-30,000	-3%	$857.5K	$840.8K	-$16.7K	2024-02-12
Wells Fargo & Company	INCREASED	403,000	401,000	+2,000	+1%	$393.8K	$401.8K	+$8.0K	2024-02-09
Bank of New York Mellon Corp	UNCHANGED	400,000	400,000	0	0%	$392.8K	$398.8K	+$6.0K	2024-01-29
Zazove Associates LLC	UNCHANGED	200,000	200,000	0	0%	$196.0K	$199	-$195.8K	2024-01-31
Htlf Bank	NEW	120,000	—	+120,000	—	—	$119.4K	—	2024-01-31
Jefferies Financial Group Inc.	NEW	100,000	—	+100,000	—	—	$98.9K	—	2024-05-06
Seven Mile Advisory	NEW	75,000	—	+75,000	—	—	$74.6K	—	2024-02-09
WealthPLAN Partners, LLC	UNCHANGED	20,000	20,000	0	0%	$19.5K	$19.9K	+$358	2024-01-05
Atlantic Trust Group, LLC	UNCHANGED	15,000	15,000	0	0%	$14.7K	$14.9K	+$225	2024-02-13
Brighton Jones LLC	UNCHANGED	12,000	12,000	0	0%	$11.8K	$11.9K	+$181	2024-02-05
Capital Investment Advisory Services, LLC	NEW	10,000	—	+10,000	—	—	$9.9K	—	2024-02-01
OFI Invest Asset Management	UNCHANGED	1,800	1,800	0	0%	$1.8M	$1.8M	+$29.4K	2024-02-14
Osaic Holdings, Inc.	INCREASED	25	10	+15	+150%	$9.8K	$24.9K	+$15.1K	2024-02-12
Lord, Abbett & Co. LLC	CLOSED	0	49,733,000	-49,733,000	-100%	$48.8K	$0	-$48.8K	2024-10-07
Linden Advisors LP	CLOSED	0	46,867,000	-46,867,000	-100%	$46.0M	$0	-$46.0M	2024-02-14
Steelhead Partners LLC	CLOSED	0	40,665,000	-40,665,000	-100%	$39.9M	$0	-$39.9M	2024-02-14
Aviva PLC	CLOSED	0	22,000,000	-22,000,000	-100%	$21.5M	$0	-$21.5M	2024-02-09
State Street Corp	CLOSED	0	18,607,000	-18,607,000	-100%	$18.2M	$0	-$18.2M	2024-02-14
Monashee Investment Management LLC	CLOSED	0	5,800,000	-5,800,000	-100%	$5.7M	$0	-$5.7M	2024-02-12
BlackRock Inc.	CLOSED	0	4,710,000	-4,710,000	-100%	$4.6M	$0	-$4.6M	2024-02-13
Russell Investments Group, Ltd.	CLOSED	0	3,408,000	-3,408,000	-100%	$3.3M	$0	-$3.3M	2024-02-05
Ewing Morris & Co. Investment Partners Ltd.	CLOSED	0	1,500,000	-1,500,000	-100%	$1.5M	$0	-$1.5M	2024-02-14
Bank of Montreal	CLOSED	0	1,000,000	-1,000,000	-100%	$975.5K	$0	-$975.5K	2024-02-08
Financiere des Professionnels - Fonds d'investissement inc.	CLOSED	0	287,000	-287,000	-100%	$282.7K	$0	-$282.7K	2024-01-16
BNP Paribas Financial Markets	CLOSED	0	278,000	-278,000	-100%	$272.4K	$0	-$272.4K	2024-02-14
Citigroup Inc	CLOSED	0	264,000	-264,000	-100%	$258.7K	$0	-$258.7K	2024-02-09
Goldman Sachs Group Inc	CLOSED	0	140,000	-140,000	-100%	$137.2K	$0	-$137.2K	2024-05-14
Stonegate Investment Group, LLC	CLOSED	0	57,000	-57,000	-100%	$55.9K	$0	-$55.9K	2024-01-23
Comerica Bank	CLOSED	0	31,000	-31,000	-100%	$30.4K	$0	-$30.4K	2024-02-14
Ameriprise Financial Inc	CLOSED	0	30,000	-30,000	-100%	$29.4K	$0	-$29.4K	2024-02-14
Global Retirement Partners, LLC	CLOSED	0	10,000	-10,000	-100%	$9.8K	$0	-$9.8K	2024-01-18
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-02-07
Dubuque Bank & Trust Co	N/A	—	120,000	-120,000	-100%	$117.6K	—	—	—

Showing 67 of 67 institutions