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DocuSign, Inc.

DOCU
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001261333

In the last 90 days, DocuSign, Inc. insiders filed 0 open-market purchases and 12 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $7.87B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in DocuSign, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
970
No complete 13F data for Q4 2020
Shares held
141.8M
No complete 13F data for Q4 2020
Total value
$28.7B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting DOCU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 970 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ1 2021: $28.7B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding DocuSign, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DOCU in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp4$00.00%––
McClarren Financial Advisors, Inc.2$00.00%––
Regency Capital Management Inc.1$00.00%––
Financial Perspectives, Inc195,162$9640.05%––
Brown Brothers Harriman & Co6$1.00K0.00%––
Valley National Advisers Inc5$1.00K0.00%––
ClariVest Asset Management LLC6$1.00K0.00%––
TD Ameritrade Investment Management, LLC4$1.00K0.00%––
Advocacy Wealth Management Services, LLC5$1.00K0.00%––
JJJ Advisors Inc.7$1.00K0.00%––
HWG Holdings LP6$1.00K0.00%––
Financial Enhancement Group LLC3$1.00K0.00%––
Turim 21 Investimentos Ltda.6$1.00K0.00%––
Coastal Capital Group, Inc.5$1.00K0.00%––
Alpha DNA Investment Management LLC6$1.00K0.00%––
Howe & Rusling Inc8$2.00K0.00%––
Berkshire Capital Holdings Inc10$2.00K0.00%––
St. Johns Investment Management Company, LLC10$2.00K0.00%––
Ironwood Financial, llc10$2.00K0.00%––
Crewe Advisors LLC9$2.00K0.00%––
MBM Wealth Consultants, LLC10$2.00K0.00%––
Standard Family Office LLC11$2.00K0.00%––
Ten Capital Wealth Advisors, LLC11$2.00K0.00%––
Annapolis Financial Services, LLC9$2.00K0.00%––
HBC Financial Services, PLLC10$2.33K0.00%––
Sutton Wealth Advisors Inc.12$2.43K0.00%––
Clearstead Advisors, LLC20$4.00K0.00%––
Laurion Capital Management LP20$4.00K0.00%––
Wealthcare Capital Management LLC22$4.00K0.00%––
Carroll Financial Associates, Inc.20$4.00K0.00%––
Tarbox Family Office, Inc.19$4.00K0.00%––
BerganKDV Wealth Management, LLC18$4.00K0.00%––
Liberty Wealth Management LLC21$4.00K0.00%––
Heritage Wealth Management, LLC20$4.00K0.00%––
Northern Oak Wealth Management Inc25$5.00K0.00%––
Riggs Asset Managment Co. Inc.23$5.00K0.00%––
McIlrath & Eck, LLC25$5.00K0.00%––
Atlas Private Wealth Advisors25$5.00K0.00%––
Raffa Wealth Management, LLC29$5.87K0.00%––
Security National Trust Co28$6.00K0.00%––
Hartford Financial Management Inc.30$6.00K0.00%––
Parkside Financial Bank & Trust28$6.00K0.00%––
Mizuho Securities Co. Ltd.28$6.00K0.00%––
Pinnacle Bancorp, Inc.27$6.00K0.00%––
Carolina Wealth Advisors, LLC30$6.00K0.00%––
Rockbridge Investment Management, LCC30$6.00K0.00%––
Winch Advisory Services, LLC35$7.00K0.00%––
Elmwood Wealth Management, Inc.35$7.00K0.00%––
Old North State Trust, LLC34$7.00K0.01%––
Better Money Decisions, LLC37$7.00K0.01%––
Bessemer Group Inc40$8.00K0.00%––
Kistler-Tiffany Companies, LLC39$8.00K0.00%––
Reilly Financial Advisors, LLC44$9.00K0.00%––
JCIC Asset Management Inc.43$9.00K0.00%––
Westside Investment Management, Inc.49$9.00K0.00%––
Private Capital Group, LLC44$9.00K0.00%––
Massmutual Trust Co FSB49$10.0K0.00%––
Trust Co of Vermont47$10.0K0.00%––
Allworth Financial LP47$10.0K0.00%––
Cowa, LLC50$11.0K0.01%––
FourThought Financial, LLC55$11.0K0.00%––
FormulaFolio Investments, LLC60$12.0K0.00%––
Vectors Research Management, LLC60$12.0K0.00%––
Laurel Wealth Advisors LLC57$12.0K0.00%––
Meridian Wealth Partners, LLC63$12.0K0.00%––
Sandy Spring Bank65$13.0K0.00%––
Bedel Financial Consulting, Inc.63$13.0K0.01%––
Sound Income Strategies, LLC65$13.2K0.00%––
Close Asset Management Ltd70$14.0K0.00%––
Baystate Wealth Management LLC76$15.0K0.00%––
Pacifica Partners Inc.75$15.0K0.01%––
Global Trust Asset Management, LLC80$16.0K0.01%––
Kings Point Capital Management83$17.0K0.00%––
Prentice Wealth Management LLC84$17.0K0.01%––
Earnest Partners LLC95$19.0K0.00%––
Clearview Wealth Advisors LLC96$19.0K0.01%––
Farmers & Merchants Investments Inc100$20.0K0.00%––
Cordasco Financial Network100$20.0K0.01%––
Sugarloaf Wealth Management, LLC100$20.0K0.01%––
Prestige Wealth Management Group LLC100$20.0K0.01%––
Savior LLC100$20.0K0.02%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$20.2K0.03%––
Stonebridge Financial Planning Group, LLC100$21.0K0.01%––
NewSquare Capital LLC110$22.0K0.00%––
Archer Investment Corp123$24.9K0.01%––
Smithfield Trust Co128$26.0K0.00%––
Enterprise Financial Services Corp134$27.0K0.00%––
Altshuler Shaham Ltd133$27.0K0.00%––
Institutional & Family Asset Management, LLC131$27.0K0.01%––
Loomis Sayles & Co L P137$28.0K0.00%––
Ellis Investment Partners, LLC140$28.0K0.01%––
Glassman Wealth Services152$31.0K0.01%––
Burleson & Company, LLC155$31.0K0.01%––
TCI Wealth Advisors, Inc.167$34.0K0.02%––
Retirement Group, LLC170$34.0K0.02%––
Joseph P. Lucia & Associates, LLC175$35.0K0.02%––
Tortoise Investment Management, LLC180$36.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC180$36.0K0.00%––
Toth Financial Advisory Corp190$38.0K0.01%––
CX Institutional200$40.0K0.00%––