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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
Tortoise Index Solutions, LLC2,851$577.0K0.14%––
Symmetry Partners, LLC2,838$575.0K0.04%––
Signaturefd, LLC2,806$568.0K0.03%––
Phoenix Wealth Advisors2,745$566.0K0.44%––
PFG Advisors2,778$562.0K0.07%––
Balasa Dinverno & Foltz LLC2,728$552.0K0.04%––
Golden Green, Inc.2,728$552.0K0.48%––
Triton Wealth Management, PLLC2,696$551.0K0.37%––
Exchange Traded Concepts, LLC2,715$550.0K0.02%––
Vestmark Advisory Solutions, Inc.2,714$549.0K0.05%––
Livforsakringsbolaget Skandia, Omsesidigt2,700$547.0K0.04%––
American National Registered Investment Advisor, Inc.2,670$541.0K0.21%––
Echo Street Capital Management LLC2,662$539.0K0.00%––
Point72 Asset Management, L.P.2,651$537.0K0.00%––
Avestar Capital, LLC2,311$537.0K0.12%––
CWM Advisors, LLC2,640$534.0K0.08%––
Centaurus Financial, Inc.2,635$533.0K0.05%––
Crestwood Advisors Group LLC2,633$533.0K0.02%––
Capital CS Group, LLC2,634$533.0K0.52%––
Meritage Portfolio Management2,625$531.0K0.04%––
Abner Herrman & Brock LLC2,625$531.0K0.08%––
Chicago Partners Investment Group LLC2,250$527.0K0.04%––
G&S Capital LLC2,596$526.0K0.31%––
Quilter Plc2,595$526.0K0.02%––
Nwam LLC2,576$522.0K0.05%––
Stonnington Group, LLC2,768$520.0K0.13%––
AlphaCrest Capital Management LLC2,564$519.0K0.03%––
Dynamic Advisor Solutions LLC2,561$518.0K0.05%––
Geneos Wealth Management Inc.2,320$517.0K0.01%––
Lazard Asset Management LLC2,529$511.0K0.00%––
Peterson Wealth Management2,524$511.0K0.43%––
GoalVest Advisory LLC2,510$508.0K0.38%––
Barbara Oil Co.2,505$507.0K0.24%––
Arden Trust Co2,495$505.0K0.08%––
Pathstone Family Office, LLC2,491$504.0K0.02%––
Sloy Dahl & Holst, LLC2,480$502.0K0.07%––
Glen Eagle Advisors, LLC2,426$491.1K0.17%––
Sumitomo Mitsui Financial Group, Inc.2,492$491.0K0.01%––
Joel Isaacson & Co., LLC2,425$491.0K0.04%––
Perigon Wealth Management, LLC2,404$487.0K0.05%––
RMR Wealth Builders2,389$484.0K0.13%––
Whittier Trust Co of Nevada Inc2,375$481.0K0.02%––
Gainplan LLC2,400$481.0K0.21%––
360 Financial, Inc.2,370$480.0K0.27%––
F3Logic, LLC2,370$474.0K0.07%––
Octavia Wealth Advisors, LLC2,320$470.0K0.14%––
Healthcare of Ontario Pension Plan Trust Fund2,309$467.0K0.00%––
Wealth Management Associates, Inc.2,298$465.2K0.30%––
Snowden Capital Advisors LLC2,297$465.0K0.03%––
Truvestments Capital LLC2,267$459.0K0.26%––
Insight Advisors, LLC2,055$458.0K0.14%––
Park Avenue Securities LLC2,239$453.0K0.01%––
Truvvo Partners LLC2,240$453.0K0.35%––
Oxbow Advisors, LLC2,222$450.0K0.05%––
Bard Financial Services, Inc.2,225$450.0K0.04%––
David J Yvars Group2,205$446.0K0.28%––
Capital Investment Advisory Services, LLC2,197$445.0K0.06%––
Gladstone Institutional Advisory LLC2,195$444.0K0.07%––
IFP Advisors, Inc2,162$442.0K0.01%––
Harbour Capital Advisors, LLC2,178$441.0K0.13%––
Brinker Capital Investments, LLC2,158$437.0K0.01%––
9258 Wealth Management, LLC2,158$437.0K0.13%––
Lakeview Capital Partners, LLC2,150$435.0K0.19%––
Clarius Group, LLC2,134$432.0K0.04%––
Capital Asset Advisory Services LLC2,136$432.0K0.06%––
Vivid Financial Management, Inc.2,128$431.0K0.20%––
Fulcrum Asset Management LLP–$429.0K0.28%––
Q Capital Solutions2,100$425.0K0.34%––
Kingsview Wealth Management, LLC2,053$424.0K0.02%––
Private Capital Advisors, Inc.2,083$422.0K0.08%––
Aj Wealth Strategies, LLC2,083$422.0K0.03%––
Columbia Asset Management2,042$413.0K0.08%––
Veracity Capital LLC2,038$413.0K0.19%––
Bank Hapoalim BM2,035$412.0K0.05%––
Jag Capital Management, LLC2,024$410.0K0.04%––
Fiduciary Trust Co2,020$409.0K0.01%––
Black Swift Group, LLC2,000$405.0K0.21%––
Mid Atlantic Financial Management Inc1,994$404.0K0.03%––
BI Asset Management Fondsmaeglerselskab A/S1,936$392.0K0.02%––
Trustcore Financial Services, LLC1,925$390.0K0.05%––
Focus Financial Network, Inc.1,915$387.7K0.05%––
Brown Miller Wealth Management, LLC1,903$385.0K0.27%––
E Fund Management Co., Ltd.1,882$381.0K0.03%––
Parisi Gray Wealth Management1,874$379.0K0.16%––
Apollon Wealth Management, LLC1,869$378.0K0.07%––
Jaffetilchin Investment Partners, LLC1,855$376.0K0.04%––
CNB Bank1,845$374.0K0.26%––
Bel Air Investment Advisors LLC1,835$371.0K0.01%––
Norinchukin Bank, The1,822$369.0K0.01%––
Verdence Capital Advisors LLC1,805$365.0K0.06%––
Synovus Financial Corp1,810$362.0K0.00%––
Bradley Foster & Sargent Inc1,786$362.0K0.01%––
Garner Asset Management Corp1,775$359.0K0.19%––
Orion Portfolio Solutions, LLC1,773$359.0K0.02%––
Harvest Fund Management Co., Ltd1,766$357.0K0.03%––
Evoke Wealth, LLC1,757$356.0K0.02%––
Livingston Group Asset Management CO (operating as Southport Capital Management)1,732$351.0K0.09%––
Quantitative Systematic Strategies LLC1,736$351.0K0.05%––
CAPROCK Group, Inc.1,730$350.0K0.04%––
Berkshire Asset Management LLC1,718$348.0K0.03%––