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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 1,403 | $392.0K | 0.28% | −159−10.2% | Reduced |
| IFP Advisors, Inc | 1,381 | $393.0K | 0.01% | −781−36.1% | Reduced |
| WoodTrust Financial Corp | 1,411 | $395.0K | 0.10% | +1,411 | New |
| Foundations Investment Advisors, LLC | 1,370 | $395.0K | 0.02% | +1,370 | New |
| Cornerstone Wealth Management, LLC | 1,415 | $396.0K | 0.04% | +1,415 | New |
| RMR Wealth Builders | 1,421 | $397.0K | 0.13% | −968−40.5% | Reduced |
| Cigna Investments Inc | 1,423 | $398.0K | 0.03% | +47+3.4% | Added |
| Ridgewood Investments LLC | 1,425 | $398.0K | 0.26% | +1,425 | New |
| WD Rutherford LLC | 1,428 | $399.0K | 0.22% | −75−5.0% | Reduced |
| Manchester Capital Management LLC | 1,432 | $400.0K | 0.06% | +77+5.7% | Added |
| Diversified Trust Co | 1,435 | $401.0K | 0.01% | +1,435 | New |
| SevenOneSeven Capital Management | 1,443 | $403.0K | 1.05% | +67+4.9% | Added |
| Castleark Management LLC | 1,450 | $405.0K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,450 | $405.0K | 0.11% | +100+7.4% | Added |
| One Capital Management, LLC | 1,460 | $408.0K | 0.04% | +145+11.0% | Added |
| Sheets Smith Wealth Management | 1,461 | $408.0K | 0.05% | +1,461 | New |
| Dorsey & Whitney Trust CO LLC | 1,463 | $409.0K | 0.04% | +467+46.9% | Added |
| Tudor Investment Corp Et Al | 1,474 | $412.0K | 0.01% | +1,474 | New |
| Palumbo Wealth Management LLC | 1,486 | $415.0K | 0.28% | −45−2.9% | Reduced |
| New World Advisors LLC | 1,486 | $415.0K | 0.28% | +1,486 | New |
| TRUE Private Wealth Advisors | 1,492 | $417.0K | 0.06% | +52+3.6% | Added |
| Resources Investment Advisors, LLC. | 1,500 | $419.0K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 1,498 | $419.0K | 0.02% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 1,500 | $419.0K | 0.14% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,508 | $422.0K | 0.11% | +300+24.8% | Added |
| Winton Group Ltd | 1,512 | $423.0K | 0.02% | +1,512 | New |
| Formidable Asset Management, LLC | 1,524 | $426.0K | 0.09% | +342+28.9% | Added |
| Chapman Investment Management, LLC | 1,535 | $429.0K | 0.24% | 00.0% | Unchanged |
| PDT Partners, LLC | 1,544 | $432.0K | 0.03% | +1,544 | New |
| Verdence Capital Advisors LLC | 1,555 | $435.0K | 0.06% | −250−13.9% | Reduced |
| Ellevest, Inc. | 1,579 | $441.0K | 0.04% | +8+0.5% | Added |
| Precision Wealth Strategies, LLC | 1,604 | $448.0K | 0.39% | −4−0.2% | Reduced |
| Cookson Peirce & Co Inc | 1,640 | $458.0K | 0.03% | −1,843−52.9% | Reduced |
| Patron Partners Advisors, LLC | 1,647 | $460.0K | 0.35% | −23−1.4% | Reduced |
| Odey Asset Management Group Ltd | 1,656 | $463.0K | 0.10% | +1,656 | New |
| Private Portfolio Partners LLC | 1,658 | $463.5K | 0.13% | +64+4.0% | Added |
| Orion Portfolio Solutions, LLC | 1,670 | $467.0K | 0.02% | −103−5.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,677 | $469.0K | 0.36% | −7−0.4% | Reduced |
| Synovus Financial Corp | 1,665 | $470.0K | 0.00% | −145−8.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,551 | $474.0K | 0.04% | −699−31.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,694 | $474.0K | 0.04% | +199+13.3% | Added |
| Personal Cfo Solutions, LLC | 1,697 | $474.0K | 0.10% | +218+14.7% | Added |
| Griffin Asset Management, Inc. | 1,697 | $474.0K | 0.06% | +360+26.9% | Added |
| NorthRock Partners, LLC | 1,704 | $476.0K | 0.04% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,704 | $476.0K | 0.42% | +1,704 | New |
| Gsa Capital Partners LLP | 1,711 | $478.0K | 0.05% | +1,711 | New |
| Hudock, Inc. | 1,714 | $479.0K | 0.14% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,724 | $482.0K | 0.03% | −131−7.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,725 | $482.0K | 0.32% | +1,725 | New |
| Evoke Wealth, LLC | 1,728 | $483.0K | 0.02% | −29−1.7% | Reduced |
| Eqis Capital Management, Inc. | 1,727 | $483.0K | 0.04% | +444+34.6% | Added |
| Garner Asset Management Corp | 1,745 | $488.0K | 0.24% | −30−1.7% | Reduced |
| Parisi Gray Wealth Management | 1,762 | $493.0K | 0.18% | −112−6.0% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,799 | $503.0K | 0.12% | +67+3.9% | Added |
| Cim Investment Mangement Inc | 1,807 | $505.0K | 0.16% | −1,406−43.8% | Reduced |
| Cable Hill Partners, LLC | 1,814 | $507.0K | 0.12% | +300+19.8% | Added |
| Joel Isaacson & Co., LLC | 1,825 | $510.0K | 0.04% | −600−24.7% | Reduced |
| Perigon Wealth Management, LLC | 1,831 | $512.0K | 0.05% | −573−23.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,831 | $512.0K | 0.31% | +116+6.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,837 | $514.0K | 0.03% | +305+19.9% | Added |
| Insight Advisors, LLC | 1,755 | $518.0K | 0.16% | −300−14.6% | Reduced |
| CAPROCK Group, Inc. | 1,872 | $523.0K | 0.05% | +142+8.2% | Added |
| Trustcore Financial Services, LLC | 1,883 | $526.0K | 0.06% | −42−2.2% | Reduced |
| Stanley-Laman Group, Ltd. | 1,979 | $553.0K | 0.08% | +1,979 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,986 | $555.0K | 0.10% | +1,663+514.9% | Added |
| Formula Growth Ltd | 2,000 | $559.0K | 0.08% | −4,437−68.9% | Reduced |
| Gladstone Institutional Advisory LLC | 2,007 | $561.0K | 0.07% | −188−8.6% | Reduced |
| Capital Asset Advisory Services LLC | 2,018 | $564.0K | 0.06% | −118−5.5% | Reduced |
| Fiduciary Trust Co | 2,020 | $565.0K | 0.01% | 00.0% | Unchanged |
| Boardman Bay Capital Management LLC | 2,040 | $570.0K | 0.93% | −65,035−97.0% | Reduced |
| Jag Capital Management, LLC | 2,064 | $577.0K | 0.05% | +40+2.0% | Added |
| Aj Wealth Strategies, LLC | 2,083 | $582.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,081 | $582.0K | 0.00% | +378+22.2% | Added |
| Truvestments Capital LLC | 2,084 | $583.0K | 0.32% | −183−8.1% | Reduced |
| Capital International Sarl | 2,089 | $584.0K | 0.05% | +434+26.2% | Added |
| Geneos Wealth Management Inc. | 2,108 | $587.0K | 0.02% | −212−9.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,100 | $587.0K | 0.02% | −275−11.6% | Reduced |
| Focus Financial Network, Inc. | 2,104 | $588.2K | 0.08% | +189+9.9% | Added |
| CIBC World Markets Corp | 2,108 | $589.0K | 0.00% | −5,030−70.5% | Reduced |
| Clarius Group, LLC | 2,134 | $597.0K | 0.05% | 00.0% | Unchanged |
| F3Logic, LLC | 2,140 | $598.0K | 0.07% | −230−9.7% | Reduced |
| Snowden Capital Advisors LLC | 2,149 | $600.8K | 0.03% | −148−6.4% | Reduced |
| Founders Financial Securities LLC | 2,163 | $605.0K | 0.12% | +858+65.7% | Added |
| Harbour Capital Advisors, LLC | 2,178 | $609.0K | 0.16% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,188 | $612.0K | 0.16% | +821+60.1% | Added |
| Brown Miller Wealth Management, LLC | 2,198 | $614.0K | 0.39% | +295+15.5% | Added |
| Vivid Financial Management, Inc. | 2,200 | $615.0K | 0.25% | +72+3.4% | Added |
| Mid Atlantic Financial Management Inc | 2,209 | $618.0K | 0.04% | +215+10.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,226 | $622.0K | 0.00% | −83−3.6% | Reduced |
| Norinchukin Bank, The | 2,235 | $625.0K | 0.01% | +413+22.7% | Added |
| Truvvo Partners LLC | 2,240 | $626.0K | 0.43% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,243 | $627.0K | 0.39% | −267−10.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 2,247 | $628.0K | 0.03% | +2,247 | New |
| Bard Financial Services, Inc. | 2,250 | $629.0K | 0.06% | +25+1.1% | Added |
| CPWM, LLC | 2,286 | $639.0K | 0.05% | −2,436−51.6% | Reduced |
| Chicago Trust Co NA | 2,287 | $639.0K | 0.15% | +2,287 | New |
| International Assets Investment Management, LLC | 2,302 | $644.0K | 0.12% | −7,697−77.0% | Reduced |
| HBK Sorce Advisory LLC | 2,305 | $644.0K | 0.04% | −879−27.6% | Reduced |
| Northeast Financial Consultants Inc | 2,305 | $644.0K | 0.04% | +719+45.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,306 | $644.0K | 0.08% | +2,306 | New |