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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 865 | $242.0K | 0.03% | +865 | New |
| Icon Wealth Partners, LLC | 866 | $242.0K | 0.03% | +866 | New |
| Smith, Moore & Co. | 870 | $243.0K | 0.04% | +870 | New |
| Williams Jones Wealth Management, LLC. | 875 | $245.0K | 0.00% | −825−48.5% | Reduced |
| Jump Financial, LLC | 879 | $245.0K | 0.02% | +879 | New |
| MPS Loria Financial Planners, LLC | 881 | $246.0K | 0.11% | +31+3.6% | Added |
| Transform Wealth, LLC | 881 | $246.0K | 0.03% | +881 | New |
| Emerald Mutual Fund Advisers Trust | 885 | $247.0K | 0.01% | +885 | New |
| Ancora Advisors, LLC | 886 | $248.0K | 0.01% | +250+39.3% | Added |
| Financial Architects, Inc | 886 | $248.0K | 0.04% | +886 | New |
| Exane Derivatives | 879 | $249.3K | 0.06% | +161+22.4% | Added |
| Quantitative Systematic Strategies LLC | 899 | $251.0K | 0.09% | −837−48.2% | Reduced |
| BNC Wealth Management, LLC | 902 | $252.0K | 0.15% | −5,397−85.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 903 | $252.0K | 0.00% | −430−32.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 900 | $252.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 905 | $253.0K | 0.07% | +905 | New |
| PAX Financial Group, LLC | 904 | $253.0K | 0.06% | +904 | New |
| Beacon Pointe Advisors, LLC | 915 | $256.0K | 0.01% | +915 | New |
| Reilly Financial Advisors, LLC | 918 | $257.0K | 0.02% | +874+1,986.4% | Added |
| Veriti Management LLC | 918 | $257.0K | 0.04% | +918 | New |
| QS Investors, LLC | 922 | $258.0K | 0.00% | +922 | New |
| Essex Financial Services, Inc. | 1,291 | $261.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 937 | $261.0K | 0.01% | +917+4,585.0% | Added |
| Cipher Capital LP | 936 | $262.0K | 0.14% | −2,467−72.5% | Reduced |
| Visionary Wealth Advisors | 937 | $262.0K | 0.03% | −74−7.3% | Reduced |
| Capula Management Ltd | 936 | $262.0K | 0.05% | +936 | New |
| Perennial Investment Advisors, LLC | 942 | $263.0K | 0.10% | −3,982−80.9% | Reduced |
| Centric Wealth Management | 941 | $263.0K | 0.09% | +941 | New |
| Kingsview Wealth Management, LLC | 959 | $267.0K | 0.01% | −1,094−53.3% | Reduced |
| Alpha Paradigm Partners, LLC | 954 | $267.0K | 0.10% | +954 | New |
| Yorktown Management & Research Co Inc | 960 | $268.0K | 0.21% | +960 | New |
| Financial Perspectives, Inc | 964 | $269.5K | 0.13% | −194,198−99.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 976 | $273.0K | 0.01% | +976 | New |
| Wealth Alliance | 981 | $274.0K | 0.06% | −115−10.5% | Reduced |
| Dorchester Wealth Management Co | 980 | $274.0K | 0.06% | +980 | New |
| Ausdal Financial Partners, Inc. | 983 | $275.0K | 0.04% | −459−31.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 993 | $278.0K | 0.16% | −250−20.1% | Reduced |
| Berkeley Capital Partners, LLC | 994 | $278.0K | 0.12% | +994 | New |
| Pallas Capital Advisors LLC | 921 | $278.0K | 0.04% | +921 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $280.0K | 0.07% | −41−3.9% | Reduced |
| West Chester Capital Advisors, Inc | 1,000 | $280.0K | 0.22% | 00.0% | Unchanged |
| Precept Management LLC | 1,000 | $280.0K | 0.29% | +1,000 | New |
| First National Bank of Omaha | 1,388 | $281.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,005 | $281.0K | 0.13% | +925+1,156.3% | Added |
| Coldstream Capital Management Inc | 1,011 | $283.0K | 0.01% | −316−23.8% | Reduced |
| Sequoia Financial Advisors, LLC | 1,011 | $283.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,025 | $286.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 1,029 | $288.0K | 0.00% | +1,029 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,041 | $291.0K | 0.01% | +1,041 | New |
| Calton & Associates, Inc. | 1,050 | $293.0K | 0.06% | −63−5.7% | Reduced |
| Intellectus Partners, LLC | 1,050 | $294.0K | 0.07% | 00.0% | Unchanged |
| Bel Air Investment Advisors LLC | 1,060 | $296.0K | 0.01% | −775−42.2% | Reduced |
| Buckley Wealth Management, LLC | 1,070 | $299.0K | 0.10% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 1,070 | $299.0K | 0.23% | +1,070 | New |
| Seeyond | 1,075 | $300.0K | 0.03% | +5+0.5% | Added |
| Frank, Rimerman Advisors LLC | 1,080 | $301.9K | 0.12% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,095 | $304.0K | 0.03% | −671−38.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,100 | $308.0K | 0.05% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,100 | $308.0K | 0.12% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,105 | $309.0K | 0.04% | +1,105 | New |
| NorthCoast Asset Management LLC | 1,112 | $311.0K | 0.01% | +74+7.1% | Added |
| Oder Investment Management, LLC | 1,118 | $312.0K | 0.41% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,123 | $314.0K | 0.08% | +32+2.9% | Added |
| Regal Investment Advisors LLC | 1,123 | $314.0K | 0.03% | +1,123 | New |
| Main Street Financial Solutions, LLC | 1,135 | $317.0K | 0.05% | +10+0.9% | Added |
| Prelude Capital Management, LLC | 1,136 | $318.0K | 0.02% | +1,136 | New |
| CWM, LLC | 1,141 | $319.0K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,154 | $323.0K | 0.01% | +1,154 | New |
| Spouting Rock Asset Management, LLC | 1,176 | $329.0K | 0.10% | −29−2.4% | Reduced |
| StoneX Group Inc. | 1,176 | $329.0K | 0.05% | −10−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,180 | $330.0K | 0.01% | −180−13.2% | Reduced |
| PSI Advisors, LLC | 1,181 | $330.0K | 0.17% | −50−4.1% | Reduced |
| Arvest Bank Trust Division | 1,180 | $330.0K | 0.02% | +1,180 | New |
| Hohimer Wealth Management, LLC | 1,578 | $330.0K | 0.07% | +1,578 | New |
| Nations Financial Group Inc, | 1,187 | $332.0K | 0.06% | −95−7.4% | Reduced |
| Atticus Wealth Management, LLC | 1,186 | $332.0K | 0.14% | +155+15.0% | Added |
| Wealth Architects, LLC | 1,193 | $334.0K | 0.07% | −18−1.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,200 | $335.0K | 0.20% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,197 | $335.0K | 0.11% | +115+10.6% | Added |
| Regions Financial Corp | 1,204 | $336.0K | 0.00% | +1,204 | New |
| TCG Advisory Services, LLC | 1,227 | $343.0K | 0.09% | +1,227 | New |
| KG&L Capital Management,LLC | 1,234 | $345.0K | 0.16% | −2,108−63.1% | Reduced |
| Capital Wealth Planning, LLC | 1,236 | $346.0K | 0.01% | +1,236 | New |
| Walleye Capital LLC | 1,240 | $347.0K | 0.01% | −7,583−85.9% | Reduced |
| Veracity Capital LLC | 1,253 | $350.0K | 0.08% | −785−38.5% | Reduced |
| Holderness Investments Co | 1,254 | $351.0K | 0.12% | +43+3.6% | Added |
| Mirador Capital Partners LP | 1,275 | $356.0K | 0.08% | +1,275 | New |
| Balasa Dinverno & Foltz LLC | 1,278 | $357.0K | 0.03% | −1,450−53.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,295 | $362.0K | 0.01% | −491−27.5% | Reduced |
| Gleason Group, Inc. | 1,308 | $366.0K | 0.13% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,312 | $367.0K | 0.10% | −118−8.3% | Reduced |
| Oakmont Corp | 1,316 | $368.0K | 0.03% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,339 | $374.0K | 0.28% | +27+2.1% | Added |
| Wolff Wiese Magana LLC | 1,343 | $375.0K | 0.27% | +85+6.8% | Added |
| ACG Wealth | 1,392 | $389.0K | 0.05% | −3,475−71.4% | Reduced |
| FDx Advisors, Inc. | 1,393 | $389.0K | 0.01% | −2,618−65.3% | Reduced |
| Montag A & Associates Inc | 1,391 | $389.0K | 0.02% | +110+8.6% | Added |
| TownSquare Capital, LLC | 1,353 | $390.0K | 0.01% | +104+8.3% | Added |
| Azimuth Capital Management LLC | 1,400 | $391.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,400 | $391.4K | 0.10% | −100−6.7% | Reduced |