Institutional Owners for DOCU
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS LLC | Stock | 1101 | $166,995 | 2,809 | 0.00 | 0.00 | -238 | -7.81 | 12-31-2023 |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 1102 | $678,000 | 2,635 | 0.05 | 0.04 | 426 | 19.28 | 09-30-2021 |
| KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,454 | +Inf | 03-31-2024 |
| COVESTOR LTD | COMMON | 1104 | $139,000 | 2,334 | 0.09 | 0.01 | 1,971 | 542.98 | 03-31-2024 |
