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 |
|---|---|---|---|---|---|
| CNB Bank | 2,316 | $647.0K | 0.40% | +471+25.5% | Added |
| Phoenix Wealth Advisors | 2,262 | $652.0K | 0.47% | −483−17.6% | Reduced |
| Avestar Capital, LLC | 2,357 | $659.0K | 0.13% | +46+2.0% | Added |
| Glen Eagle Advisors, LLC | 2,417 | $675.7K | 0.21% | −9−0.4% | Reduced |
| Clare Market Investments LLC | 2,420 | $676.6K | 0.22% | −4,250−63.7% | Reduced |
| Malaga Cove Capital, LLC | 2,425 | $678.0K | 0.29% | +2,425 | New |
| Pendal Group Limited | 2,467 | $690.0K | 0.01% | −6,989−73.9% | Reduced |
| Sovereign Financial Group, Inc. | 3,410 | $690.0K | 0.42% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,470 | $691.0K | 0.36% | +100+4.2% | Added |
| Sloy Dahl & Holst, LLC | 2,480 | $693.0K | 0.09% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,341 | $699.0K | 0.40% | −355−13.2% | Reduced |
| Teilinger Capital Ltd. | 2,500 | $699.0K | 0.54% | +2,500 | New |
| Barbara Oil Co. | 2,505 | $700.0K | 0.32% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,525 | $706.0K | 0.06% | −36−1.4% | Reduced |
| Tortoise Index Solutions, LLC | 2,575 | $720.0K | 0.15% | −276−9.7% | Reduced |
| Berkshire Asset Management LLC | 2,598 | $726.0K | 0.05% | +880+51.2% | Added |
| Bailard, Inc. | 2,625 | $734.0K | 0.03% | −6,552−71.4% | Reduced |
| Meritage Portfolio Management | 2,625 | $734.0K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 2,626 | $734.0K | 0.07% | +50+1.9% | Added |
| 9258 Wealth Management, LLC | 2,630 | $735.0K | 0.20% | +472+21.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,649 | $741.0K | 0.02% | −9,872−78.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 2,650 | $741.0K | 0.27% | −20−0.7% | Reduced |
| Crestwood Advisors Group LLC | 2,683 | $750.0K | 0.02% | +50+1.9% | Added |
| Octavia Wealth Advisors, LLC | 2,712 | $758.0K | 0.20% | +392+16.9% | Added |
| Am Investment Strategies LLC | 2,725 | $762.0K | 0.20% | +1,511+124.5% | Added |
| Washburn Capital Management, Inc. | 2,740 | $766.0K | 0.51% | −4,158−60.3% | Reduced |
| Westover Capital Advisors, LLC | 2,756 | $770.0K | 0.25% | −441−13.8% | Reduced |
| Golden Green, Inc. | 2,785 | $779.0K | 0.60% | +57+2.1% | Added |
| Wealth Management Associates, Inc. | 2,800 | $782.8K | 0.44% | +502+21.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,801 | $783.0K | 0.08% | −99−3.4% | Reduced |
| Brown Advisory Inc | 2,802 | $784.0K | 0.00% | −173−5.8% | Reduced |
| Columbia Asset Management | 2,822 | $789.0K | 0.18% | +780+38.2% | Added |
| Symmetry Partners, LLC | 2,838 | $793.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,835 | $793.0K | 0.03% | +29+1.0% | Added |
| Tairen Capital Ltd | 2,837 | $793.0K | 0.14% | +2,837 | New |
| Quilter Plc | 2,856 | $798.0K | 0.02% | +261+10.1% | Added |
| JustInvest LLC | 2,898 | $810.0K | 0.08% | +2,898 | New |
| Centaurus Financial, Inc. | 2,912 | $814.0K | 0.07% | +277+10.5% | Added |
| Lincoln National Corp | 2,925 | $818.0K | 0.02% | −877−23.1% | Reduced |
| Sanders Morris Harris LLC | 2,864 | $825.0K | 0.16% | −28,950−91.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,951 | $825.0K | 0.19% | +22+0.8% | Added |
| Q Capital Solutions | 2,950 | $825.0K | 0.62% | +850+40.5% | Added |
| Cubic Asset Management, LLC | 3,000 | $839.0K | 0.21% | 00.0% | Unchanged |
| World Asset Management Inc | 3,016 | $843.0K | 0.08% | −122−3.9% | Reduced |
| Pearl River Capital, LLC | 3,042 | $850.0K | 0.23% | +3,042 | New |
| Arden Trust Co | 3,094 | $865.0K | 0.14% | +599+24.0% | Added |
| Mutual Advisors, LLC | 3,117 | $871.0K | 0.05% | −70−2.2% | Reduced |
| Centiva Capital, LP | 3,119 | $872.0K | 0.07% | −3,298−51.4% | Reduced |
| Abbrea Capital, LLC | 3,159 | $883.0K | 0.13% | +55+1.8% | Added |
| J.W. Cole Advisors, Inc. | 3,178 | $888.0K | 0.07% | −341−9.7% | Reduced |
| David J Yvars Group | 3,175 | $888.0K | 0.50% | +970+44.0% | Added |
| Park Avenue Securities LLC | 3,263 | $912.0K | 0.02% | +1,024+45.7% | Added |
| NVWM, LLC | 3,288 | $919.0K | 0.33% | −136−4.0% | Reduced |
| PFG Advisors | 3,294 | $921.0K | 0.11% | +516+18.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,300 | $923.0K | 0.06% | +600+22.2% | Added |
| Wealth Management Partners, LLC | 3,355 | $938.0K | 0.65% | −260−7.2% | Reduced |
| Allstate Corp | 3,358 | $939.0K | 0.03% | −423−11.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,388 | $947.0K | 0.19% | 00.0% | Unchanged |
| Breakline Capital LLC | 3,432 | $959.0K | 1.94% | −4,019−53.9% | Reduced |
| Means Investment Co., Inc. | 3,431 | $959.0K | 0.19% | −92−2.6% | Reduced |
| ING Groep NV | 3,431 | $959.0K | 0.02% | +3,431 | New |
| Sumitomo Life Insurance Co | 3,478 | $972.0K | 0.03% | −576−14.2% | Reduced |
| Berman Capital Advisors, LLC | 3,481 | $972.0K | 0.15% | +203+6.2% | Added |
| Independent Financial Group, LLC | 3,483 | $973.7K | 0.10% | −238−6.4% | Reduced |
| Nicholas Investment Partners, LP | 3,484 | $974.0K | 0.06% | +483+16.1% | Added |
| Wealthfront Advisers LLC | 3,489 | $975.0K | 0.00% | +3,489 | New |
| Raymond James Trust N.A. | 3,495 | $977.0K | 0.03% | +413+13.4% | Added |
| Mark Stevens | 3,516 | $983.0K | 0.11% | −170−4.6% | Reduced |
| Evergreen Capital Management LLC | 3,561 | $996.0K | 0.05% | −65−1.8% | Reduced |
| Souders Financial Advisors | 3,620 | $1.01M | 0.34% | +360+11.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,660 | $1.02M | 0.02% | −323−8.1% | Reduced |
| Hall Private Wealth Advisors | 3,725 | $1.04M | 0.68% | +3,725 | New |
| Toroso Investments, LLC | 3,740 | $1.05M | 0.04% | +197+5.6% | Added |
| Wintrust Investments LLC | 3,765 | $1.05M | 0.11% | −33−0.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,765 | $1.05M | 0.38% | +301+8.7% | Added |
| Coastal Investment Advisors, Inc. | 3,773 | $1.05M | 0.25% | −1,295−25.6% | Reduced |
| Bluestein R H & Co | 3,775 | $1.05M | 0.04% | +765+25.4% | Added |
| Canada Pension Plan Investment Board | 3,806 | $1.06M | 0.00% | −1,193−23.9% | Reduced |
| Valeo Financial Advisors, LLC | 3,814 | $1.07M | 0.07% | −349−8.4% | Reduced |
| Ascent Wealth Partners, LLC | 3,826 | $1.07M | 0.20% | −166−4.2% | Reduced |
| Oxler Private Wealth LLC | 3,844 | $1.07M | 0.47% | +500+15.0% | Added |
| SPC Financial, Inc. | 3,846 | $1.07M | 0.13% | +3,846 | New |
| Parkwood LLC | 3,856 | $1.08M | 0.19% | +3,856 | New |
| Titus Wealth Management | 3,878 | $1.08M | 0.59% | −156−3.9% | Reduced |
| Elite Wealth Management, Inc. | 3,888 | $1.09M | 0.48% | −233−5.7% | Reduced |
| BIT Capital GmbH | 3,900 | $1.09M | 0.06% | +3,900 | New |
| JT Stratford LLC | 3,918 | $1.09M | 0.35% | +110+2.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,921 | $1.10M | 0.42% | +121+3.2% | Added |
| Twin Capital Management Inc | 3,921 | $1.10M | 0.10% | +264+7.2% | Added |
| Eudaimonia Partners, LLC | 3,925 | $1.10M | 0.21% | −138−3.4% | Reduced |
| NEXT Financial Group, Inc | 3,931 | $1.10M | 0.09% | −422−9.7% | Reduced |
| Ethic Inc. | 3,931 | $1.10M | 0.13% | +885+29.1% | Added |
| Legal Advantage Investments, Inc. | 4,000 | $1.12M | 0.77% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 3,999 | $1.12M | 0.76% | +160+4.2% | Added |
| Point72 Asset Management, L.P. | 4,000 | $1.12M | 0.01% | +1,349+50.9% | Added |
| Mass General Brigham, Inc | 4,003 | $1.12M | 0.27% | +4,003 | New |
| Hudson Value Partners, LLC | 4,025 | $1.13M | 0.62% | +100+2.5% | Added |
| Oppenheimer Asset Management Inc. | 4,022 | $1.13M | 0.02% | +2,691+202.2% | Added |
| Aviance Capital Partners, LLC | 4,030 | $1.13M | 0.20% | −600−13.0% | Reduced |
| Moseley Investment Management Inc | 4,034 | $1.13M | 0.56% | +290+7.7% | Added |