Institutional Owners for DOCU
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
LYELL WEALTH MANAGEMENT LP Stock 451 $1,110,767 20,762 0.00 0.00 2,081 11.14 06-30-2024
CORONATION FUND MANAGERS LTD COM 452 $1,101,298 20,585 0.00 0.00 -31,837 -60.73 06-30-2024
ROPES WEALTH ADVISORS LLC COM 453 $854,658 20,349 0.00 0.00 0 0.00 09-30-2023
COMERICA BANK COMMON 454 $1,081,239 20,210 0.00 0.00 -8,691 -30.07 06-30-2024
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