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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.

Institutional holdersQ2 2021: 1,028 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ2 2021: $41.7B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2021.

Institutions holding DOCU in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC303$85.0K0.02%+99+48.5%Added
Caz Investments LP300$84.0K0.09%00.0%Unchanged
Sittner & Nelson, LLC300$84.0K0.06%00.0%Unchanged
FourThought Financial, LLC301$84.0K0.01%+246+447.3%Added
Clean Yield Group300$84.0K0.03%+300New
Global Retirement Partners, LLC263$74.0K0.01%−30−10.2%Reduced
Personal Wealth Partners265$74.0K0.03%+265New
Jacobi Capital Management LLC245$68.0K0.01%00.0%Unchanged
Adirondack Trust Co235$66.0K0.03%00.0%Unchanged
Avondale Wealth Management234$65.0K0.06%00.0%Unchanged
Massmutual Trust Co FSB232$65.0K0.00%+183+373.5%Added
BDO Wealth Advisors, LLC222$62.0K0.01%+20+9.9%Added
Front Row Advisors LLC210$60.0K0.02%00.0%Unchanged
TCI Wealth Advisors, Inc.212$59.0K0.01%+45+26.9%Added
Ashburton (Jersey) Ltd208$58.0K0.02%+208New
CX Institutional200$56.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC5,360$56.0K0.04%+5,350+53,500.0%Added
MV Capital Management, Inc.200$56.0K0.01%+200New
Gables Capital Management Inc.200$56.0K0.04%+200New
Capital Analysts, LLC195$55.0K0.00%−25−11.4%Reduced
WealthShield Partners, LLC192$54.0K0.01%−200−51.0%Reduced
Tradewinds Capital Management, LLC192$54.0K0.01%−25−11.5%Reduced
Institutional & Family Asset Management, LLC194$54.0K0.01%+63+48.1%Added
Tortoise Investment Management, LLC180$50.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp175$49.0K0.01%−15−7.9%Reduced
Hoover Financial Advisors, Inc.158$44.0K0.01%−274−63.4%Reduced
Avion Wealth153$43.0K0.01%+153New
Burleson & Company, LLC151$42.0K0.01%−4−2.6%Reduced
Clearview Wealth Advisors LLC152$42.0K0.03%+56+58.3%Added
FinTrust Capital Advisors, LLC145$41.0K0.01%+145New
Ellis Investment Partners, LLC140$39.0K0.01%00.0%Unchanged
PNC Managed Account Solutions, Inc.134$37.0K0.01%+134New
Smithfield Trust Co128$36.0K0.00%00.0%Unchanged
Archer Investment Corp123$34.4K0.01%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc170$34.0K0.00%+170New
BerganKDV Wealth Management, LLC118$33.0K0.00%+100+555.6%Added
State of Wyoming114$32.0K0.02%−213−65.1%Reduced
NewSquare Capital LLC110$31.0K0.00%00.0%Unchanged
HM Payson & Co107$30.0K0.00%−251−70.1%Reduced
Glassman Wealth Services109$30.0K0.01%−43−28.3%Reduced
Enterprise Financial Services Corp108$30.0K0.00%−26−19.4%Reduced
Stonebridge Financial Planning Group, LLC100$29.0K0.02%00.0%Unchanged
Salem Investment Counselors Inc100$28.0K0.00%−150−60.0%Reduced
Joseph P. Lucia & Associates, LLC100$28.0K0.02%−75−42.9%Reduced
Retirement Group, LLC100$28.0K0.01%−70−41.2%Reduced
Cordasco Financial Network100$28.0K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC100$28.0K0.01%00.0%Unchanged
Savior LLC100$28.0K0.02%00.0%Unchanged
Bartlett & Co. LLC100$28.0K0.00%+100New
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$28.0K0.03%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$28.0K0.00%+100New
Earnest Partners LLC95$27.0K0.00%00.0%Unchanged
Red Door Wealth Management, LLC96$26.0K0.01%+96New
Kings Point Capital Management89$25.0K0.00%+6+7.2%Added
Asset Dedication, LLC90$25.0K0.00%+90New
Loomis Sayles & Co L P85$24.0K0.00%−52−38.0%Reduced
Allworth Financial LP86$24.0K0.00%+39+83.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC85$23.0K0.00%−95−52.8%Reduced
Prentice Wealth Management LLC80$22.0K0.01%−4−4.8%Reduced
Baystate Wealth Management LLC76$21.0K0.00%00.0%Unchanged
Close Asset Management Ltd70$20.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC70$20.0K0.00%+70New
Delos Wealth Advisors, LLC72$20.0K0.03%+72New
Albion Financial Group69$19.0K0.00%+69New
Sandy Spring Bank65$18.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.63$18.0K0.01%00.0%Unchanged
MUFG Americas Holdings Corp65$18.0K0.00%+65New
FormulaFolio Investments, LLC60$17.0K0.01%00.0%Unchanged
Vectors Research Management, LLC60$17.0K0.00%00.0%Unchanged
Kessler Investment Group, LLC62$17.0K0.01%+62New
Laurel Wealth Advisors LLC57$16.0K0.00%00.0%Unchanged
Optiver Holding B.V.59$16.0K0.00%+59New
JCIC Asset Management Inc.43$15.0K0.00%00.0%Unchanged
Optimum Investment Advisors50$14.0K0.00%−200−80.0%Reduced
Atlas Private Wealth Advisors50$14.0K0.01%+25+100.0%Added
Advent Capital Management45$13.0K0.00%−19,955−99.8%Reduced
Carolinas Wealth Consulting LLC45$13.0K0.00%−223−83.2%Reduced
Westside Investment Management, Inc.49$13.0K0.00%00.0%Unchanged
Private Capital Group, LLC46$13.0K0.00%+2+4.5%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP46$13.0K0.00%+46New
Paragon Wealth Strategies, LLC46$13.0K0.00%+46New
Pacifica Partners Inc.45$12.0K0.01%−30−40.0%Reduced
Parkside Financial Bank & Trust42$12.0K0.00%+14+50.0%Added
Trust Co of Vermont40$11.0K0.00%−7−14.9%Reduced
Kistler-Tiffany Companies, LLC39$11.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.41$11.0K0.01%+14+51.9%Added
Liberty Wealth Management LLC38$11.0K0.00%+17+81.0%Added
Logan Capital Management Inc40$11.0K0.00%+40New
Syverson Strege & Co40$11.0K0.01%+40New
Webster Bank, N. A.35$10.0K0.00%−473−93.1%Reduced
Elmwood Wealth Management, Inc.35$10.0K0.01%00.0%Unchanged
Old North State Trust, LLC34$10.0K0.01%00.0%Unchanged
Better Money Decisions, LLC37$10.0K0.01%00.0%Unchanged
Security National Trust Co28$8.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.28$8.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC30$8.00K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC30$8.00K0.00%00.0%Unchanged
Wealth Quarterback LLC26$8.00K0.00%+26New
Raffa Wealth Management, LLC27$7.55K0.00%−2−6.9%Reduced
McIlrath & Eck, LLC25$7.00K0.00%00.0%Unchanged