Skip to main content
Livermore
Livermore
ZHEN

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, 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
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 heldQ2 2021: $41.7B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Clearview Wealth Advisors LLC152$42.0K0.03%+56+58.3%Added
Avion Wealth153$43.0K0.01%+153New
Hoover Financial Advisors, Inc.158$44.0K0.01%−274−63.4%Reduced
Toth Financial Advisory Corp175$49.0K0.01%−15−7.9%Reduced
Tortoise Investment Management, LLC180$50.0K0.01%00.0%Unchanged
WealthShield Partners, LLC192$54.0K0.01%−200−51.0%Reduced
Tradewinds Capital Management, LLC192$54.0K0.01%−25−11.5%Reduced
Institutional & Family Asset Management, LLC194$54.0K0.01%+63+48.1%Added
Capital Analysts, LLC195$55.0K0.00%−25−11.4%Reduced
CX Institutional200$56.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC5,360$56.0K0.04%+5,350+53,500.0%Added
MV Capital Management, Inc.200$56.0K0.01%+200New
Gables Capital Management Inc.200$56.0K0.04%+200New
Ashburton (Jersey) Ltd208$58.0K0.02%+208New
TCI Wealth Advisors, Inc.212$59.0K0.01%+45+26.9%Added
Front Row Advisors LLC210$60.0K0.02%00.0%Unchanged
BDO Wealth Advisors, LLC222$62.0K0.01%+20+9.9%Added
Avondale Wealth Management234$65.0K0.06%00.0%Unchanged
Massmutual Trust Co FSB232$65.0K0.00%+183+373.5%Added
Adirondack Trust Co235$66.0K0.03%00.0%Unchanged
Jacobi Capital Management LLC245$68.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC263$74.0K0.01%−30−10.2%Reduced
Personal Wealth Partners265$74.0K0.03%+265New
Caz Investments LP300$84.0K0.09%00.0%Unchanged
Sittner & Nelson, LLC300$84.0K0.06%00.0%Unchanged
FourThought Financial, LLC301$84.0K0.01%+246+447.3%Added
Clean Yield Group300$84.0K0.03%+300New
Lindbrook Capital, LLC303$85.0K0.02%+99+48.5%Added
Washington Trust Co325$91.0K0.00%+10+3.2%Added
Stephenson National Bank & Trust341$95.0K0.06%00.0%Unchanged
Huntington National Bank350$98.0K0.00%00.0%Unchanged
Larson Financial Group LLC371$104.0K0.02%−10−2.6%Reduced
Psagot Investment House Ltd.380$106.0K0.00%−100−20.8%Reduced
First Horizon Advisors, Inc.389$108.0K0.01%+52+15.4%Added
Stelac Advisory Services LLC391$109.0K0.02%−313−44.5%Reduced
KB Financial Partners, LLC392$110.0K0.04%−435−52.6%Reduced
TSFG, LLC407$114.0K0.05%+407New
North Star Investment Management Corp.421$118.0K0.01%00.0%Unchanged
Sonora Investment Management, LLC425$119.0K0.02%−83−16.3%Reduced
AdvisorNet Financial, Inc434$121.0K0.01%−174−28.6%Reduced
GVO Asset Management Ltd436$122.0K0.10%+136+45.3%Added
TD Private Client Wealth LLC451$126.1K0.01%−132−22.6%Reduced
Concord Wealth Partners458$128.0K0.04%−7−1.5%Reduced
HHM Wealth Advisors, LLC494$138.0K0.04%+39+8.6%Added
SOA Wealth Advisors, LLC.500$139.0K0.04%00.0%Unchanged
BBVA USA516$145.0K0.01%+516New
Jupiter Wealth Management LLC500$151.0K0.07%00.0%Unchanged
Firestone Capital Management541$151.0K0.05%00.0%Unchanged
Zions Bancorporation, N.A.546$153.0K0.02%−1,156−67.9%Reduced
Hantz Financial Services, Inc.550$154.0K0.01%+31+6.0%Added
CVA Family Office, LLC550$154.0K0.04%+345+168.3%Added
TFC Financial Management573$160.0K0.05%00.0%Unchanged
Quadrant Capital Group LLC571$160.0K0.02%+8+1.4%Added
SRS Capital Advisors, Inc.609$170.0K0.02%+609New
Penserra Capital Management LLC615$171.0K0.00%+172+38.8%Added
Pittenger & Anderson Inc620$173.0K0.01%+270+77.1%Added
Walled Lake Planning & Wealth Management, LLC647$181.0K0.12%00.0%Unchanged
Selective Wealth Management, Inc.650$182.0K0.15%+650New
Strategic Blueprint, LLC655$183.0K0.03%+655New
Fifth Third Bancorp665$186.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd698$195.1K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton700$196.0K0.10%00.0%Unchanged
Arkadios Wealth Advisors703$196.0K0.02%+30+4.5%Added
Sound View Wealth Advisors Group, LLC719$201.0K0.04%+719New
Roman Butler Fullerton & Co747$209.0K0.10%+747New
Professional Advisory Services Inc750$210.0K0.03%+750New
First American Bank750$210.0K0.01%+750New
Tiedemann Advisors, LLC750$210.0K0.01%+750New
Apollon Wealth Management, LLC763$213.0K0.04%−1,106−59.2%Reduced
Enterprise Bank & Trust Co762$213.0K0.08%+762New
GFG Capital, LLC765$214.0K0.06%+765New
Peterson Wealth Management774$216.0K0.17%−1,750−69.3%Reduced
Great Lakes Advisors, LLC772$216.0K0.00%+772New
Burney Co782$219.0K0.01%+782New
Wimmer Associates 1, LLC783$219.0K0.13%+783New
Keebeck Wealth Management, LLC784$219.0K0.03%+784New
qPULA Trading Management LP784$219.0K0.39%+784New
Glenmede Trust Co NA789$220.0K0.00%+789New
Benedict Financial Advisors Inc787$220.0K0.06%+787New
Telemus Capital, LLC787$220.0K0.02%+787New
First Pacific Advisors, LP790$221.0K0.00%−130−14.1%Reduced
Lineweaver Wealth Advisors, LLC792$221.0K0.07%+792New
Menard Financial Group LLC793$222.0K0.21%+793New
Foundry Partners, LLC797$223.0K0.01%+797New
Biltmore Capital Advisors LLC800$224.0K0.04%+800New
Dynamic Technology Lab Private Ltd805$225.0K0.02%+805New
20/20 Capital Management, Inc.806$225.0K0.06%+806New
Regent Peak Wealth Advisors LLC758$226.0K0.06%+758New
Saturna Capital CORP820$229.0K0.00%+820New
Miracle Mile Advisors, LLC819$229.0K0.01%+819New
Camden Capital, LLC818$229.0K0.05%+818New
All Season Financial Advisors, Inc.822$230.0K0.16%+822New
Keebeck Alpha, LP822$230.0K0.08%+822New
Tandem Capital Management Corp825$231.0K0.15%+825New
M&G Investment Management Ltd829$232.0K0.00%+829New
Invst, LLC830$234.0K0.04%−501−37.6%Reduced
Continuum Advisory, LLC848$237.0K0.07%+848New
Welch & Forbes LLC850$238.0K0.00%+850New
Shikiar Asset Management Inc860$240.0K0.07%+860New
Laurel Wealth Advisors, Inc.858$240.0K0.03%+858New