DocuSign, Inc.

DOCU

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001261333

SEC filings (opens in a new tab)

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, Q2 2021

Institutional positions in DocuSign, Inc. as of Jun 30, 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: 1,028; +63 vs. Q1 2021
Shares held: 149.2M; +8.86M (+6.3%) vs. Q1 2021
Total value: $41.7B; +$13.3B (+47.0%) vs. Q1 2021
New holders: 178; 361 more added
Sold out: 115; 360 more reduced

5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,028 institutions

Value heldQ2 2021: $41.7B

Institutions holding DOCU and their total value by quarter
Quarter	Holders	Value
Q2 2026	674	$7.87B
Q1 2026	709	$8.50B
Q4 2025	791	$11.6B
Q3 2025	816	$12.2B
Q2 2025	782	$13.7B
Q1 2025	810	$14.1B
Q4 2024	819	$15.9B
Q3 2024	695	$10.1B
Q2 2024	669	$8.62B
Q1 2024	686	$9.60B
Q4 2023	708	$9.38B
Q3 2023	665	$6.37B
Q2 2023	712	$8.15B
Q1 2023	728	$9.15B
Q4 2022	737	$8.69B
Q3 2022	738	$8.32B
Q2 2022	793	$8.86B
Q1 2022	936	$16.5B
Q4 2021	1,010	$23.0B
Q3 2021	1,043	$39.2B
Q2 2021	1,028	$41.7B
Q1 2021	970	$28.7B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2021.

Institutions holding DOCU in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
McClarren Financial Advisors, Inc.	2	$0	0.00%	00.0%	Unchanged
Ford Financial Group, LLC	3	$0	0.00%	+3	New
Versant Capital Management, Inc	1	$0	0.00%	+1	New
Howe & Rusling Inc	5	$1.00K	0.00%	−3−37.5%	Reduced
Advocacy Wealth Management Services, LLC	5	$1.00K	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	5	$1.00K	0.00%	−2−28.6%	Reduced
Coastal Capital Group, Inc.	5	$1.00K	0.00%	00.0%	Unchanged
First Horizon Corp	4	$1.00K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	3	$1.00K	0.00%	+3	New
ClariVest Asset Management LLC	6	$2.00K	0.00%	00.0%	Unchanged
Stonebridge Capital Advisors LLC	7	$2.00K	0.00%	+7	New
St. Johns Investment Management Company, LLC	10	$3.00K	0.00%	00.0%	Unchanged
Ironwood Financial, llc	10	$3.00K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	9	$3.00K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	10	$3.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	11	$3.00K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	11	$3.00K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	9	$3.00K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	10	$3.00K	0.00%	+10	New
Davidson Capital Management Inc.	11	$3.00K	0.00%	+11	New
Sutton Wealth Advisors Inc.	13	$3.63K	0.00%	+1+8.3%	Added
Parallax Volatility Advisers, L.P.	14	$4.00K	0.00%	−174,546−100.0%	Reduced
True Link Financial Advisors, LLC	13	$4.00K	0.00%	+13	New
Tarbox Family Office, Inc.	19	$5.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	17	$5.00K	0.00%	+17	New
Clearstead Advisors, LLC	20	$6.00K	0.00%	00.0%	Unchanged
Heritage Wealth Management, LLC	20	$6.00K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	25	$7.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	25	$7.00K	0.00%	+25	New
Raffa Wealth Management, LLC	27	$7.55K	0.00%	−2−6.9%	Reduced
Security National Trust Co	28	$8.00K	0.00%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	28	$8.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	30	$8.00K	0.01%	00.0%	Unchanged
Rockbridge Investment Management, LCC	30	$8.00K	0.00%	00.0%	Unchanged
Wealth Quarterback LLC	26	$8.00K	0.00%	+26	New
Webster Bank, N. A.	35	$10.0K	0.00%	−473−93.1%	Reduced
Elmwood Wealth Management, Inc.	35	$10.0K	0.01%	00.0%	Unchanged
Old North State Trust, LLC	34	$10.0K	0.01%	00.0%	Unchanged
Better Money Decisions, LLC	37	$10.0K	0.01%	00.0%	Unchanged
Trust Co of Vermont	40	$11.0K	0.00%	−7−14.9%	Reduced
Kistler-Tiffany Companies, LLC	39	$11.0K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	41	$11.0K	0.01%	+14+51.9%	Added
Liberty Wealth Management LLC	38	$11.0K	0.00%	+17+81.0%	Added
Logan Capital Management Inc	40	$11.0K	0.00%	+40	New
Syverson Strege & Co	40	$11.0K	0.01%	+40	New
Pacifica Partners Inc.	45	$12.0K	0.01%	−30−40.0%	Reduced
Parkside Financial Bank & Trust	42	$12.0K	0.00%	+14+50.0%	Added
Advent Capital Management	45	$13.0K	0.00%	−19,955−99.8%	Reduced
Carolinas Wealth Consulting LLC	45	$13.0K	0.00%	−223−83.2%	Reduced
Westside Investment Management, Inc.	49	$13.0K	0.00%	00.0%	Unchanged
Private Capital Group, LLC	46	$13.0K	0.00%	+2+4.5%	Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP	46	$13.0K	0.00%	+46	New
Paragon Wealth Strategies, LLC	46	$13.0K	0.00%	+46	New
Optimum Investment Advisors	50	$14.0K	0.00%	−200−80.0%	Reduced
Atlas Private Wealth Advisors	50	$14.0K	0.01%	+25+100.0%	Added
JCIC Asset Management Inc.	43	$15.0K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	57	$16.0K	0.00%	00.0%	Unchanged
Optiver Holding B.V.	59	$16.0K	0.00%	+59	New
FormulaFolio Investments, LLC	60	$17.0K	0.01%	00.0%	Unchanged
Vectors Research Management, LLC	60	$17.0K	0.00%	00.0%	Unchanged
Kessler Investment Group, LLC	62	$17.0K	0.01%	+62	New
Sandy Spring Bank	65	$18.0K	0.00%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	63	$18.0K	0.01%	00.0%	Unchanged
MUFG Americas Holdings Corp	65	$18.0K	0.00%	+65	New
Albion Financial Group	69	$19.0K	0.00%	+69	New
Close Asset Management Ltd	70	$20.0K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	70	$20.0K	0.00%	+70	New
Delos Wealth Advisors, LLC	72	$20.0K	0.03%	+72	New
Baystate Wealth Management LLC	76	$21.0K	0.00%	00.0%	Unchanged
Prentice Wealth Management LLC	80	$22.0K	0.01%	−4−4.8%	Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	85	$23.0K	0.00%	−95−52.8%	Reduced
Loomis Sayles & Co L P	85	$24.0K	0.00%	−52−38.0%	Reduced
Allworth Financial LP	86	$24.0K	0.00%	+39+83.0%	Added
Kings Point Capital Management	89	$25.0K	0.00%	+6+7.2%	Added
Asset Dedication, LLC	90	$25.0K	0.00%	+90	New
Red Door Wealth Management, LLC	96	$26.0K	0.01%	+96	New
Earnest Partners LLC	95	$27.0K	0.00%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	100	$28.0K	0.03%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	100	$28.0K	0.00%	+100	New
Salem Investment Counselors Inc	100	$28.0K	0.00%	−150−60.0%	Reduced
Joseph P. Lucia & Associates, LLC	100	$28.0K	0.02%	−75−42.9%	Reduced
Retirement Group, LLC	100	$28.0K	0.01%	−70−41.2%	Reduced
Cordasco Financial Network	100	$28.0K	0.02%	00.0%	Unchanged
Prestige Wealth Management Group LLC	100	$28.0K	0.01%	00.0%	Unchanged
Savior LLC	100	$28.0K	0.02%	00.0%	Unchanged
Bartlett & Co. LLC	100	$28.0K	0.00%	+100	New
Stonebridge Financial Planning Group, LLC	100	$29.0K	0.02%	00.0%	Unchanged
HM Payson & Co	107	$30.0K	0.00%	−251−70.1%	Reduced
Glassman Wealth Services	109	$30.0K	0.01%	−43−28.3%	Reduced
Enterprise Financial Services Corp	108	$30.0K	0.00%	−26−19.4%	Reduced
NewSquare Capital LLC	110	$31.0K	0.00%	00.0%	Unchanged
State of Wyoming	114	$32.0K	0.02%	−213−65.1%	Reduced
BerganKDV Wealth Management, LLC	118	$33.0K	0.00%	+100+555.6%	Added
Eubel Brady & Suttman Asset Management Inc	170	$34.0K	0.00%	+170	New
Archer Investment Corp	123	$34.4K	0.01%	00.0%	Unchanged
Smithfield Trust Co	128	$36.0K	0.00%	00.0%	Unchanged
PNC Managed Account Solutions, Inc.	134	$37.0K	0.01%	+134	New
Ellis Investment Partners, LLC	140	$39.0K	0.01%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	145	$41.0K	0.01%	+145	New
Burleson & Company, LLC	151	$42.0K	0.01%	−4−2.6%	Reduced