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 8 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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 4,044 | $1.13M | 0.15% | +37+0.9% | Added |
| Oak Ridge Investments LLC | 4,064 | $1.14M | 0.10% | +58+1.4% | Added |
| Steel Peak Wealth Management LLC | 4,082 | $1.14M | 0.08% | −2,069−33.6% | Reduced |
| Bridgeway Capital Management, LLC | 4,100 | $1.15M | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,102 | $1.15M | 0.05% | −6,321−60.6% | Reduced |
| First Foundation Advisors | 4,105 | $1.15M | 0.04% | −118−2.8% | Reduced |
| Vestcor Inc | 4,122 | $1.15M | 0.04% | +3,130+315.5% | Added |
| EP Wealth Advisors, LLC | 4,125 | $1.15M | 0.03% | −47−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,150 | $1.16M | 0.04% | +241+6.2% | Added |
| XTX Topco Ltd | 4,169 | $1.17M | 0.39% | −1,951−31.9% | Reduced |
| Ameritas Investment Company, LLC | 3,644 | $1.17M | 0.06% | +2,447+204.4% | Added |
| Green Alpha Advisors, LLC | 4,189 | $1.17M | 0.80% | +4,189 | New |
| Commerce Bank | 4,195 | $1.17M | 0.01% | −139−3.2% | Reduced |
| Coastal Investment Management, L.P. | 4,200 | $1.17M | 1.89% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,200 | $1.17M | 0.02% | +2,042+94.6% | Added |
| Corient Capital Partners, LLC | 4,219 | $1.18M | 0.09% | −2,910−40.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,250 | $1.19M | 0.01% | −405−8.7% | Reduced |
| FineMark National Bank & Trust | 4,249 | $1.19M | 0.05% | −131−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,266 | $1.19M | 0.08% | +1,552+57.2% | Added |
| Sante Capital Fund, LP | 4,284 | $1.20M | 0.49% | +4,284 | New |
| Rehmann Capital Advisory Group | 4,300 | $1.20M | 0.12% | +4,300 | New |
| Wolverine Asset Management LLC | 4,307 | $1.20M | 0.01% | +4,307 | New |
| CWM Advisors, LLC | 4,332 | $1.21M | 0.16% | +1,692+64.1% | Added |
| Stonnington Group, LLC | 4,232 | $1.22M | 0.27% | +1,464+52.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 4,381 | $1.23M | 0.29% | +915+26.4% | Added |
| IVC Wealth Advisors LLC | 4,390 | $1.23M | 0.86% | +165+3.9% | Added |
| Aft, Forsyth & Company, Inc. | 4,490 | $1.25M | 0.67% | +650+16.9% | Added |
| BP PLC | 4,539 | $1.27M | 0.05% | −1,548−25.4% | Reduced |
| SeaCrest Wealth Management, LLC | 4,550 | $1.27M | 0.15% | −142−3.0% | Reduced |
| Purus Wealth Management, LLC | 4,562 | $1.27M | 0.92% | +11+0.2% | Added |
| Motley Fool Asset Management LLC | 4,584 | $1.28M | 0.08% | −124−2.6% | Reduced |
| Castle Rock Wealth Management, LLC | 4,275 | $1.29M | 0.47% | −607−12.4% | Reduced |
| Axiom Investment Management LLC | 4,625 | $1.29M | 1.00% | −200−4.1% | Reduced |
| Quantbot Technologies LP | 4,673 | $1.31M | 0.10% | −5,593−54.5% | Reduced |
| TBH Global Asset Management, LLC | 4,680 | $1.31M | 0.30% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 4,733 | $1.32M | 0.73% | −253−5.1% | Reduced |
| IHT Wealth Management, LLC | 4,735 | $1.32M | 0.08% | +270+6.0% | Added |
| Legacy Advisors, LLC | 4,765 | $1.33M | 0.54% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,767 | $1.33M | 0.10% | −822−14.7% | Reduced |
| Kornitzer Capital Management Inc | 4,775 | $1.33M | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,804 | $1.34M | 0.16% | −43,796−90.1% | Reduced |
| Eventide Asset Management, LLC | 4,819 | $1.35M | 0.02% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 4,827 | $1.35M | 0.75% | +4,827 | New |
| Donoghue Forlines LLC | 4,880 | $1.36M | 0.25% | −7,519−60.6% | Reduced |
| Rational Advisors LLC | 4,895 | $1.37M | 0.16% | −665−12.0% | Reduced |
| Capital Investment Advisory Services, LLC | 4,951 | $1.38M | 0.17% | +2,754+125.4% | Added |
| Kestra Private Wealth Services, LLC | 4,963 | $1.39M | 0.08% | +1,038+26.4% | Added |
| Parsons Capital Management Inc | 4,985 | $1.39M | 0.11% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 5,000 | $1.40M | 0.18% | +5,000 | New |
| Thoroughbred Financial Services, LLC | 5,023 | $1.40M | 0.35% | +92+1.9% | Added |
| Two Sigma Securities, LLC | 5,024 | $1.41M | 0.35% | +5,024 | New |
| Banque Cantonale Vaudoise | 5,038 | $1.41M | 0.06% | −3,210−38.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,044 | $1.41M | 0.91% | +9+0.2% | Added |
| Busey Wealth Management | 5,048 | $1.41M | 0.07% | −114−2.2% | Reduced |
| Stephens Inc | 5,073 | $1.42M | 0.02% | +622+14.0% | Added |
| Erste Asset Management GmbH | 5,000 | $1.42M | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,126 | $1.43M | 0.06% | −3,188−38.3% | Reduced |
| Cornerstone Capital, Inc. | 5,177 | $1.45M | 0.16% | +35+0.7% | Added |
| Manchester Financial Inc | 5,180 | $1.45M | 0.57% | +93+1.8% | Added |
| Duality Advisers, LP | 5,187 | $1.45M | 0.13% | −1,370−20.9% | Reduced |
| Exchange Traded Concepts, LLC | 5,274 | $1.47M | 0.05% | +2,559+94.3% | Added |
| Artemis Investment Management LLP | 5,340 | $1.49M | 0.01% | +5,340 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,348 | $1.50M | 0.01% | +5,348 | New |
| Central Trust Co | 5,368 | $1.50M | 0.05% | −18−0.3% | Reduced |
| IBM Retirement Fund | 5,383 | $1.50M | 0.12% | −738−12.1% | Reduced |
| People's United Financial, Inc. | 5,420 | $1.51M | 0.03% | −70−1.3% | Reduced |
| Achmea Investment Management B.V. | 5,423 | $1.52M | 0.05% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 5,459 | $1.53M | 0.72% | −1,030−15.9% | Reduced |
| Equitable Holdings, Inc. | 5,476 | $1.53M | 0.03% | −328−5.7% | Reduced |
| Segment Wealth Management, LLC | 5,481 | $1.53M | 0.18% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,480 | $1.53M | 0.05% | +2,989+120.0% | Added |
| Edmond de Rothschild Holding S.A. | 5,490 | $1.53M | 0.04% | −4,600−45.6% | Reduced |
| Brandywine Managers, LLC | 5,511 | $1.54M | 1.76% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 5,526 | $1.54M | 0.13% | +598+12.1% | Added |
| Quattro Financial Advisors LLC | 5,500 | $1.55M | 0.41% | +1,500+37.5% | Added |
| Van Eck Associates Corp | 5,552 | $1.55M | 0.00% | +5,552 | New |
| Aspen Investment Management Inc | 5,585 | $1.56M | 0.82% | +30+0.5% | Added |
| Harvest Volatility Management LLC | 5,588 | $1.56M | 0.13% | +1,540+38.0% | Added |
| Manufacturers Life Insurance Company, The | 5,663 | $1.58M | 0.00% | +156+2.8% | Added |
| Congress Park Capital LLC | 5,771 | $1.61M | 0.81% | +265+4.8% | Added |
| Hilltop Holdings Inc. | 5,773 | $1.61M | 0.18% | −1,048−15.4% | Reduced |
| Occudo Quantitative Strategies LP | 5,794 | $1.62M | 0.25% | +4,337+297.7% | Added |
| Marietta Investment Partners LLC | 5,841 | $1.63M | 0.37% | −650−10.0% | Reduced |
| Wetherby Asset Management Inc | 5,879 | $1.64M | 0.10% | −92−1.5% | Reduced |
| Potrero Capital Research LLC | 5,975 | $1.67M | 0.41% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 5,982 | $1.67M | 0.25% | +5,982 | New |
| KLK Capital Management LLC | 6,004 | $1.68M | 1.44% | +6,004 | New |
| Element Pointe Advisors, LLC | 5,586 | $1.69M | 0.51% | +172+3.2% | Added |
| Doheny Asset Management | 6,133 | $1.72M | 1.10% | −90−1.4% | Reduced |
| XR Securities LLC | 6,138 | $1.72M | 1.43% | +1,271+26.1% | Added |
| Keybank National Association | 6,139 | $1.72M | 0.01% | +2,544+70.8% | Added |
| Annex Advisory Services, LLC | 6,174 | $1.72M | 0.14% | +1,460+31.0% | Added |
| Advisor Resource Council | 6,262 | $1.75M | 0.18% | +6,262 | New |
| Checchi Capital Advisers, LLC | 6,277 | $1.75M | 0.22% | −1,931−23.5% | Reduced |
| Kapitalo Investimentos Ltda | 6,375 | $1.78M | 0.83% | +6,375 | New |
| Pacer Advisors, Inc. | 6,396 | $1.79M | 0.03% | +254+4.1% | Added |
| Comerica Bank | 6,239 | $1.79M | 0.01% | −339−5.2% | Reduced |
| Claraphi Advisory Network, LLC | 6,403 | $1.79M | 0.54% | −338−5.0% | Reduced |
| Paradiem, LLC | 6,052 | $1.79M | 0.56% | +6,052 | New |
| Stratos Wealth Partners, LTD. | 6,411 | $1.79M | 0.04% | −1,302−16.9% | Reduced |