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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
West Chester Capital Advisors, Inc1,000$202.0K0.17%––
Dorsey & Whitney Trust CO LLC996$202.0K0.02%––
BT Wealth Management LLC1,000$202.0K0.07%––
Alphasimplex Group, LLC994$201.0K0.08%––
Vestcor Inc992$201.0K0.01%––
Mirabella Financial Services LLP993$201.0K0.06%––
Capstone Investment Advisors, LLC960$194.0K0.01%––
First Pacific Advisors, LP920$186.0K0.00%––
Fukoku Mutual Life Insurance Co900$182.0K0.02%––
MPS Loria Financial Planners, LLC850$172.0K0.08%––
Rosenberg Matthew Hamilton700$172.0K0.10%––
KB Financial Partners, LLC827$167.0K0.07%––
Allred Capital Management, LLC822$166.4K0.08%––
Agf Investments Inc.744$151.0K0.00%––
Exane Derivatives718$145.4K0.04%––
Stelac Advisory Services LLC704$143.0K0.05%––
Brewin Dolphin Ltd698$141.3K0.01%––
Sullivan, Bruyette, Speros & Blaney, LLC684$138.0K0.01%––
Arkadios Wealth Advisors673$136.0K0.02%––
Fifth Third Bancorp665$135.0K0.00%––
Walled Lake Planning & Wealth Management, LLC647$131.0K0.09%––
Ancora Advisors, LLC636$128.0K0.00%––
AdvisorNet Financial, Inc608$123.0K0.01%––
Mascoma Wealth Management LLC600$121.0K0.05%––
TD Private Client Wealth LLC583$118.0K0.01%––
TFC Financial Management573$116.0K0.05%––
Quadrant Capital Group LLC563$114.0K0.02%––
Total Clarity Wealth Management, Inc.564$114.0K0.07%––
Jupiter Wealth Management LLC500$112.0K0.06%––
Firestone Capital Management541$110.0K0.04%––
Hantz Financial Services, Inc.519$105.0K0.00%––
Webster Bank, N. A.508$103.0K0.01%––
Sonora Investment Management, LLC508$103.0K0.01%––
Regal Wealth Group, Inc.500$101.0K0.06%––
SOA Wealth Advisors, LLC.500$101.0K0.03%––
Psagot Investment House Ltd.480$97.0K0.00%––
Concord Wealth Partners465$94.0K0.03%––
HHM Wealth Advisors, LLC455$92.0K0.03%––
Penserra Capital Management LLC443$89.0K0.00%––
North Star Investment Management Corp.421$85.0K0.01%––
Hoover Financial Advisors, Inc.432$85.0K0.02%––
WealthShield Partners, LLC392$79.0K0.01%––
Larson Financial Group LLC381$77.0K0.02%––
Prime Capital Investment Advisors, LLC361$73.0K0.01%––
HM Payson & Co358$72.0K0.00%––
Huntington National Bank350$71.0K0.00%––
Pittenger & Anderson Inc350$71.0K0.00%––
Stephenson National Bank & Trust341$69.0K0.05%––
First Horizon Advisors, Inc.337$67.0K0.00%––
State of Wyoming327$66.0K0.11%––
Patriot Financial Group Insurance Agency, LLC323$65.0K0.01%––
Washington Trust Co315$63.0K0.00%––
Caz Investments LP300$61.0K0.11%––
GVO Asset Management Ltd300$61.0K0.06%––
Tfo-TDC, LLC300$61.0K0.02%––
Abundance Wealth Counselors300$61.0K0.02%––
Sittner & Nelson, LLC300$61.0K0.05%––
Global Retirement Partners, LLC293$59.0K0.01%––
Carolinas Wealth Consulting LLC268$54.0K0.01%––
Salem Investment Counselors Inc250$51.0K0.00%––
Optimum Investment Advisors250$51.0K0.01%––
Jacobi Capital Management LLC245$50.0K0.01%––
Adirondack Trust Co235$48.0K0.03%––
Avondale Wealth Management234$47.0K0.05%––
Tradewinds Capital Management, LLC217$44.0K0.01%––
Capital Analysts, LLC220$44.0K0.00%––
Front Row Advisors LLC210$43.0K0.02%––
CVA Family Office, LLC205$42.0K0.02%––
BDO Wealth Advisors, LLC202$41.0K0.00%––
Lindbrook Capital, LLC204$41.0K0.01%––
CX Institutional200$40.0K0.00%––
Toth Financial Advisory Corp190$38.0K0.01%––
Tortoise Investment Management, LLC180$36.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC180$36.0K0.00%––
Joseph P. Lucia & Associates, LLC175$35.0K0.02%––
TCI Wealth Advisors, Inc.167$34.0K0.02%––
Retirement Group, LLC170$34.0K0.02%––
Glassman Wealth Services152$31.0K0.01%––
Burleson & Company, LLC155$31.0K0.01%––
Loomis Sayles & Co L P137$28.0K0.00%––
Ellis Investment Partners, LLC140$28.0K0.01%––
Enterprise Financial Services Corp134$27.0K0.00%––
Altshuler Shaham Ltd133$27.0K0.00%––
Institutional & Family Asset Management, LLC131$27.0K0.01%––
Smithfield Trust Co128$26.0K0.00%––
Archer Investment Corp123$24.9K0.01%––
NewSquare Capital LLC110$22.0K0.00%––
Stonebridge Financial Planning Group, LLC100$21.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$20.2K0.03%––
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%––
Earnest Partners LLC95$19.0K0.00%––
Clearview Wealth Advisors LLC96$19.0K0.01%––
Kings Point Capital Management83$17.0K0.00%––
Prentice Wealth Management LLC84$17.0K0.01%––
Global Trust Asset Management, LLC80$16.0K0.01%––
Baystate Wealth Management LLC76$15.0K0.00%––