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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 6,430 | $1.80M | 0.37% | +450+7.5% | Added |
| Boenning & Scattergood, Inc. | 6,436 | $1.80M | 0.31% | −2,497−28.0% | Reduced |
| Leonteq Securities AG | 6,454 | $1.80M | 0.14% | −21,822−77.2% | Reduced |
| WT Wealth Management | 6,505 | $1.82M | 0.74% | +851+15.1% | Added |
| Point72 Hong Kong Ltd | 6,528 | $1.82M | 0.13% | −2,562−28.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,574 | $1.84M | 0.09% | −1,208−15.5% | Reduced |
| Tower View Investment Management & Research LLC | 6,577 | $1.84M | 0.93% | +47+0.7% | Added |
| Comprehensive Financial Management LLC | 6,593 | $1.84M | 0.02% | 00.0% | Unchanged |
| Geneva Partners, LLC | 6,660 | $1.86M | 0.85% | −3,900−36.9% | Reduced |
| Harbour Investments, Inc. | 6,706 | $1.88M | 0.06% | +146+2.2% | Added |
| Highland Capital Management, LLC | 6,802 | $1.90M | 0.11% | −401−5.6% | Reduced |
| Silvant Capital Management LLC | 6,805 | $1.90M | 0.30% | −116−1.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,950 | $1.94M | 0.07% | +235+3.5% | Added |
| GAM Holding AG | 10,126 | $1.99M | 0.09% | −10.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,137 | $2.00M | 0.04% | +578+8.8% | Added |
| Western Wealth Management, LLC | 7,177 | $2.01M | 0.21% | −393−5.2% | Reduced |
| Belpointe Asset Management LLC | 7,198 | $2.01M | 0.14% | +3,588+99.4% | Added |
| Cerity Partners LLC | 7,210 | $2.02M | 0.04% | +40+0.6% | Added |
| Captrust Financial Advisors | 7,275 | $2.03M | 0.02% | −1,944−21.1% | Reduced |
| Illinois Municipal Retirement Fund | 7,331 | $2.05M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,347 | $2.05M | 0.00% | −7−0.1% | Reduced |
| Lido Advisors, LLC | 7,352 | $2.06M | 0.05% | −608−7.6% | Reduced |
| Flagship Harbor Advisors, LLC | 7,401 | $2.07M | 0.22% | −529−6.7% | Reduced |
| Bogart Wealth, LLC | 7,526 | $2.10M | 0.23% | +1,842+32.4% | Added |
| Blueshift Asset Management, LLC | 7,609 | $2.13M | 0.12% | −1,480−16.3% | Reduced |
| Scotia Capital Inc. | 7,620 | $2.13M | 0.02% | −19,213−71.6% | Reduced |
| Proequities, Inc. | 7,812 | $2.18M | 0.14% | +2,219+39.7% | Added |
| Princeton Portfolio Strategies Group LLC | 7,865 | $2.20M | 0.43% | −110−1.4% | Reduced |
| ETF Managers Group, LLC | 7,740 | $2.20M | 0.04% | +3,165+69.2% | Added |
| Cloverfields Capital Group, LP | 7,905 | $2.21M | 0.64% | +44+0.6% | Added |
| Bradley Mark J. | 7,990 | $2.23M | 1.49% | +725+10.0% | Added |
| AXA S.A. | 7,998 | $2.24M | 0.01% | −3,299−29.2% | Reduced |
| E. Ohman J:or Asset Management AB | 8,000 | $2.24M | 0.07% | +1,300+19.4% | Added |
| Ocean Capital Management, LLC | 8,024 | $2.24M | 0.96% | −573−6.7% | Reduced |
| Level Four Advisory Services, LLC | 8,092 | $2.26M | 0.16% | +137+1.7% | Added |
| 1776 Wealth LLC | 8,144 | $2.28M | 1.29% | 00.0% | Unchanged |
| Intersect Capital LLC | 8,164 | $2.28M | 0.40% | −37−0.5% | Reduced |
| Resolute Partners Group | 8,182 | $2.29M | 0.35% | 00.0% | Unchanged |
| Spire Wealth Management | 7,819 | $2.33M | 0.06% | −4,073−34.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 8,536 | $2.39M | 0.05% | +8,536 | New |
| Cresset Asset Management, LLC | 8,601 | $2.40M | 0.03% | +4,231+96.8% | Added |
| Man Group plc | 8,683 | $2.43M | 0.01% | −9,053−51.0% | Reduced |
| Kovack Advisors, Inc. | 8,952 | $2.50M | 0.29% | −816−8.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 9,000 | $2.52M | 0.70% | 00.0% | Unchanged |
| AXS Investments LLC | 9,013 | $2.52M | 0.77% | −2,829−23.9% | Reduced |
| New England Investment & Retirement Group, Inc. | 9,029 | $2.52M | 0.55% | −37−0.4% | Reduced |
| Thomas Story & Son LLC | 9,197 | $2.57M | 0.96% | −203−2.2% | Reduced |
| GWM Advisors LLC | 9,297 | $2.60M | 0.07% | +2,021+27.8% | Added |
| M&T Bank Corp | 9,407 | $2.63M | 0.01% | −11−0.1% | Reduced |
| Acadian Asset Management LLC | 9,436 | $2.64M | 0.01% | +5,387+133.0% | Added |
| Stokes Family Office, LLC | 9,483 | $2.65M | 0.38% | −20.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 9,513 | $2.66M | 1.21% | +9,513 | New |
| Orion Capital Management LLC | 9,560 | $2.67M | 1.66% | −600−5.9% | Reduced |
| RMB Capital Management, LLC | 9,643 | $2.70M | 0.09% | +4,120+74.6% | Added |
| Northeast Investment Management | 9,677 | $2.71M | 0.15% | −180−1.8% | Reduced |
| GM Advisory Group, Inc. | 9,723 | $2.72M | 0.28% | +2,337+31.6% | Added |
| Modus Advisors, LLC | 9,860 | $2.76M | 1.16% | +33+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,903 | $2.77M | 0.13% | +550+5.9% | Added |
| Alight Capital Management LP | 10,000 | $2.80M | 0.81% | +10,000 | New |
| Maytus Capital Management, LLC | 10,000 | $2.80M | 0.89% | +10,000 | New |
| Orser Capital Management, LLC | 10,053 | $2.81M | 1.48% | +10+0.1% | Added |
| V Wealth Advisors LLC | 10,086 | $2.81M | 0.45% | −276−2.7% | Reduced |
| Louisiana State Employees Retirement System | 10,100 | $2.82M | 0.07% | +500+5.2% | Added |
| Catalyst Capital Advisors LLC | 10,114 | $2.83M | 0.14% | +30.0% | Added |
| Private Advisor Group, LLC | 10,124 | $2.83M | 0.02% | +830+8.9% | Added |
| Paloma Partners Management Co | 10,233 | $2.86M | 0.08% | +6,778+196.2% | Added |
| CIBC World Markets Inc. | 10,289 | $2.88M | 0.01% | −10,436−50.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 10,303 | $2.88M | 1.10% | −6−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 10,378 | $2.90M | 0.00% | +3,243+45.5% | Added |
| Teamwork Financial Advisors, LLC | 10,376 | $2.90M | 0.59% | +194+1.9% | Added |
| Emerald Advisers, LLC | 10,431 | $2.92M | 0.11% | +4,381+72.4% | Added |
| F/M Investments LLC | 10,429 | $2.92M | 2.31% | −3,940−27.4% | Reduced |
| Aspiriant, LLC | 10,547 | $2.95M | 0.17% | −6,214−37.1% | Reduced |
| Caxton Associates LP | 10,700 | $2.99M | 0.39% | −2,300−17.7% | Reduced |
| Bouvel Investment Partners, LLC | 10,724 | $3.00M | 1.69% | +111+1.0% | Added |
| Athanor Capital, LP | 10,843 | $3.03M | 0.18% | −534−4.7% | Reduced |
| Ceera Investments, LLC | 10,860 | $3.04M | 2.30% | 00.0% | Unchanged |
| WBI Investments | 10,950 | $3.06M | 0.47% | +10,950 | New |
| Cetera Advisors LLC | 10,956 | $3.06M | 0.07% | −450−3.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,901 | $3.10M | 0.07% | +8,409+337.4% | Added |
| FengHe Fund Management Pte. Ltd. | 11,200 | $3.13M | 1.65% | +11,200 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,262 | $3.15M | 0.06% | −7,325−39.4% | Reduced |
| American Portfolios Advisors | 11,272 | $3.15M | 0.12% | +2,213+24.4% | Added |
| Acorn Financial Advisory Services Inc | 11,295 | $3.16M | 0.93% | −473−4.0% | Reduced |
| Evolutionary Tree Capital Management, LLC | 11,392 | $3.19M | 1.47% | +187+1.7% | Added |
| Resonant Capital Advisors, LLC | 11,565 | $3.23M | 0.63% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 11,905 | $3.33M | 0.41% | +5,555+87.5% | Added |
| Bennett Selby Investments LP | 12,012 | $3.36M | 2.27% | +524+4.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,089 | $3.38M | 0.04% | −14,747−55.0% | Reduced |
| Sigma Planning Corp | 12,227 | $3.42M | 0.10% | −2,387−16.3% | Reduced |
| Wealthcare Advisory Partners LLC | 12,263 | $3.43M | 0.23% | +1,010+9.0% | Added |
| Tower Research Capital LLC (TRC) | 12,495 | $3.49M | 0.09% | −10,374−45.4% | Reduced |
| Advisors Asset Management, Inc. | 12,538 | $3.50M | 0.05% | +56+0.4% | Added |
| Impax Asset Management Group plc | 12,600 | $3.52M | 0.02% | −10.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,785 | $3.57M | 0.91% | +177+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 12,807 | $3.58M | 0.06% | +3,134+32.4% | Added |
| Meridian Wealth Management, LLC | 12,889 | $3.60M | 0.46% | −559−4.2% | Reduced |
| Amalgamated Bank | 12,921 | $3.61M | 0.03% | +4,001+44.9% | Added |
| Tributary Capital Management, LLC | 13,000 | $3.63M | 0.28% | −2,000−13.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,000 | $3.63M | 0.01% | +213+1.7% | Added |