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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 13,043 | $3.65M | 0.02% | +1,292+11.0% | Added |
| Elo Mutual Pension Insurance Co | 13,060 | $3.65M | 0.12% | +369+2.9% | Added |
| Pier 88 Investment Partners LLC | 13,100 | $3.66M | 1.05% | +8,880+210.4% | Added |
| Avantax Advisory Services, Inc. | 13,157 | $3.68M | 0.07% | +603+4.8% | Added |
| Metropolitan Life Insurance Co | 13,214 | $3.69M | 0.05% | +33+0.3% | Added |
| Tran Capital Management, L.P. | 13,324 | $3.73M | 0.31% | −1,210−8.3% | Reduced |
| Yale University | 13,325 | $3.73M | 1.28% | +13,325 | New |
| Cetera Advisor Networks LLC | 13,332 | $3.73M | 0.05% | +7,667+135.3% | Added |
| Hamilton Lane Advisors LLC | 13,501 | $3.77M | 1.18% | +6,147+83.6% | Added |
| Financial Advocates Investment Management | 13,594 | $3.80M | 0.27% | +13,594 | New |
| Weatherly Asset Management L. P. | 13,615 | $3.81M | 0.48% | +710+5.5% | Added |
| Prudential Financial Inc | 13,698 | $3.83M | 0.01% | −3,594−20.8% | Reduced |
| Watchman Group, Inc. | 13,772 | $3.85M | 2.25% | +533+4.0% | Added |
| Usca Ria LLC | 13,886 | $3.88M | 0.24% | −5,850−29.6% | Reduced |
| Northwest & Ethical Investments L.P. | 14,000 | $3.91M | 0.13% | +14,000 | New |
| MUFG Securities EMEA plc | 14,023 | $3.92M | 0.04% | −123,435−89.8% | Reduced |
| MAI Capital Management | 14,051 | $3.93M | 0.08% | −3,766−21.1% | Reduced |
| National Asset Management, Inc. | 14,092 | $3.93M | 0.13% | −2,021−12.5% | Reduced |
| Optimal Asset Management, Inc. | 14,462 | $4.04M | 0.48% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 14,583 | $4.08M | 1.31% | −2,486−14.6% | Reduced |
| Altman Advisors, Inc. | 13,431 | $4.12M | 2.33% | +7,937+144.5% | Added |
| Maryland State Retirement & Pension System | 14,375 | $4.14M | 0.14% | +472+3.4% | Added |
| Werlinich Asset Management, LLC | 14,880 | $4.16M | 3.36% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,970 | $4.18M | 0.20% | +1,120+8.1% | Added |
| Shelton Capital Management | 15,026 | $4.20M | 0.16% | 00.0% | Unchanged |
| Prudential PLC | 15,083 | $4.22M | 0.04% | +15,083 | New |
| Renaissance Technologies LLC | 15,100 | $4.22M | 0.01% | −330,700−95.6% | Reduced |
| Banco Santander, S.A. | 15,103 | $4.22M | 0.02% | +6,130+68.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 15,210 | $4.25M | 0.21% | −5,510−26.6% | Reduced |
| Skye Global Management LP | 15,400 | $4.30M | 0.08% | +4,400+40.0% | Added |
| CIBC Private Wealth Group, LLC | 15,474 | $4.33M | 0.01% | −824−5.1% | Reduced |
| Harbor Investment Advisory, LLC | 15,480 | $4.33M | 0.59% | −99−0.6% | Reduced |
| Davenport & Co LLC | 15,609 | $4.36M | 0.03% | +74+0.5% | Added |
| Financial Consulate, Inc | 15,949 | $4.46M | 1.61% | −470−2.9% | Reduced |
| Financial Consulate Inc. | 15,949 | $4.46M | 1.61% | +15,949 | New |
| United Capital Financial Advisers, LLC | 16,018 | $4.48M | 0.02% | +8,524+113.7% | Added |
| Credit Agricole S A | 16,034 | $4.48M | 0.15% | −12,009−42.8% | Reduced |
| HighPoint Advisor Group LLC | 16,038 | $4.48M | 0.45% | +1,308+8.9% | Added |
| State of Tennessee, Treasury Department | 16,064 | $4.49M | 0.02% | +16,064 | New |
| American International Group, Inc. | 16,243 | $4.54M | 0.02% | +471+3.0% | Added |
| IMC-Chicago, LLC | 16,370 | $4.58M | 0.37% | +2,411+17.3% | Added |
| Graham Capital Management, L.P. | 16,552 | $4.63M | 0.25% | −24,786−60.0% | Reduced |
| Vident Investment Advisory, LLC | 16,653 | $4.66M | 0.14% | +946+6.0% | Added |
| Standard Life Aberdeen plc | 16,724 | $4.68M | 0.01% | −2,979−15.1% | Reduced |
| Prospera Financial Services Inc | 16,903 | $4.72M | 0.24% | −2,996−15.1% | Reduced |
| PFS Investments Inc. | 16,442 | $4.74M | 0.11% | +7,058+75.2% | Added |
| Sit Investment Associates Inc | 17,090 | $4.78M | 0.12% | −25−0.1% | Reduced |
| Azzad Asset Management Inc | 17,237 | $4.82M | 0.72% | +160+0.9% | Added |
| Baker Avenue Asset Management, LP | 17,307 | $4.84M | 0.28% | +2,558+17.3% | Added |
| Russell Investments Group, Ltd. | 17,320 | $4.84M | 0.01% | −16,021−48.1% | Reduced |
| IndexIQ Advisors LLC | 17,366 | $4.86M | 0.16% | −351−2.0% | Reduced |
| LaFleur & Godfrey LLC | 17,409 | $4.87M | 0.70% | +1,888+12.2% | Added |
| AE Wealth Management LLC | 17,510 | $4.89M | 0.04% | −1,943−10.0% | Reduced |
| Adell Harriman & Carpenter Inc | 17,835 | $4.99M | 0.52% | +355+2.0% | Added |
| Aigen Investment Management, LP | 18,047 | $5.04M | 0.88% | +18,047 | New |
| Parallel Advisors, LLC | 18,105 | $5.06M | 0.21% | −219−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 18,127 | $5.07M | 0.21% | +4,155+29.7% | Added |
| Strategic Wealth Advisors Group, LLC | 18,226 | $5.09M | 0.23% | +680+3.9% | Added |
| American National Bank | 18,277 | $5.11M | 1.09% | −59−0.3% | Reduced |
| Covenant Asset Management, LLC | 18,791 | $5.25M | 1.57% | +69+0.4% | Added |
| Alcosta Capital Management, Inc. | 19,211 | $5.37M | 3.31% | +716+3.9% | Added |
| Sigma Investment Counselors Inc | 19,378 | $5.42M | 0.41% | +37+0.2% | Added |
| Capital International Ltd | 19,512 | $5.46M | 0.30% | −65−0.3% | Reduced |
| Asio Capital, LLC | 19,757 | $5.52M | 1.95% | +1,267+6.9% | Added |
| Twinbeech Capital LP | 19,865 | $5.55M | 0.67% | +19,865 | New |
| Gotham Asset Management, LLC | 20,050 | $5.61M | 0.24% | +18,953+1,727.7% | Added |
| Cetera Investment Advisers | 20,345 | $5.69M | 0.09% | +6,306+44.9% | Added |
| Creative Planning | 20,595 | $5.76M | 0.01% | −11,829−36.5% | Reduced |
| US Bancorp | 21,470 | $6.00M | 0.01% | −625−2.8% | Reduced |
| Badgley Phelps & Bell Inc | 21,476 | $6.00M | 0.22% | +1,303+6.5% | Added |
| American National Insurance Co | 21,815 | $6.10M | 0.23% | 00.0% | Unchanged |
| First Washington CORP | 22,160 | $6.20M | 2.31% | +4,490+25.4% | Added |
| Xponance, Inc. | 22,262 | $6.22M | 0.11% | +3,296+17.4% | Added |
| Natixis Advisors, L.P. | 22,713 | $6.35M | 0.03% | +5,406+31.2% | Added |
| Ambassador Advisors, LLC | 23,319 | $6.52M | 1.29% | +3,092+15.3% | Added |
| Affinity Wealth Management LLC | 21,805 | $6.60M | 1.31% | +112+0.5% | Added |
| O'Neil Global Advisors, Inc. | 23,760 | $6.64M | 2.08% | +23,760 | New |
| Stansberry Asset Management, LLC | 23,829 | $6.66M | 1.61% | +1,155+5.1% | Added |
| Canvas Wealth Advisors, LLC | 23,836 | $6.66M | 2.99% | +5,635+31.0% | Added |
| Financial Counselors Inc | 23,929 | $6.69M | 0.15% | +658+2.8% | Added |
| Teacher Retirement System of Texas | 24,007 | $6.71M | 0.04% | −12,890−34.9% | Reduced |
| Meridian Investment Counsel Inc. | 24,285 | $6.79M | 2.39% | −108−0.4% | Reduced |
| Ergoteles LLC | 24,406 | $6.82M | 0.16% | +24,406 | New |
| Marsico Capital Management LLC | 24,420 | $6.83M | 0.17% | +24,420 | New |
| Moody National Bank Trust Division | 24,485 | $6.84M | 0.14% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 24,764 | $6.92M | 1.75% | −3,440−12.2% | Reduced |
| IFM Investors Pty Ltd | 24,782 | $6.93M | 0.14% | +5,440+28.1% | Added |
| Nisa Investment Advisors, LLC | 24,800 | $6.93M | 0.04% | +4,800+24.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,853 | $6.95M | 0.17% | −530−2.1% | Reduced |
| Shell Asset Management Co | 25,090 | $7.01M | 0.14% | −456−1.8% | Reduced |
| DnB Asset Management AS | 25,121 | $7.02M | 0.05% | +2,999+13.6% | Added |
| CIBC Asset Management Inc | 25,228 | $7.05M | 0.03% | +1,606+6.8% | Added |
| D.A. Davidson & Co. | 25,280 | $7.07M | 0.08% | +747+3.0% | Added |
| Bank of Montreal | 25,183 | $7.17M | 0.00% | −17,054−40.4% | Reduced |
| Toronto Dominion Bank | 25,689 | $7.18M | 0.01% | −52,949−67.3% | Reduced |
| Sitrin Capital Management LLC | 26,236 | $7.33M | 3.30% | −830−3.1% | Reduced |
| Twin Tree Management, LP | 26,307 | $7.36M | 0.22% | +21,707+471.9% | Added |
| Vontobel Holding Ltd. | 25,901 | $7.37M | 0.06% | +7,427+40.2% | Added |
| Capital International Inc | 26,686 | $7.46M | 0.07% | +1,599+6.4% | Added |
| Panagora Asset Management Inc | 26,769 | $7.48M | 0.04% | −449−1.6% | Reduced |