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 |
|---|---|---|---|---|---|
| Princeton Portfolio Strategies Group LLC | 7,865 | $2.20M | 0.43% | −110−1.4% | Reduced |
| Proequities, Inc. | 7,812 | $2.18M | 0.14% | +2,219+39.7% | Added |
| Scotia Capital Inc. | 7,620 | $2.13M | 0.02% | −19,213−71.6% | Reduced |
| Blueshift Asset Management, LLC | 7,609 | $2.13M | 0.12% | −1,480−16.3% | Reduced |
| Bogart Wealth, LLC | 7,526 | $2.10M | 0.23% | +1,842+32.4% | Added |
| Flagship Harbor Advisors, LLC | 7,401 | $2.07M | 0.22% | −529−6.7% | Reduced |
| Lido Advisors, LLC | 7,352 | $2.06M | 0.05% | −608−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,347 | $2.05M | 0.00% | −7−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 7,331 | $2.05M | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,275 | $2.03M | 0.02% | −1,944−21.1% | Reduced |
| Cerity Partners LLC | 7,210 | $2.02M | 0.04% | +40+0.6% | Added |
| Belpointe Asset Management LLC | 7,198 | $2.01M | 0.14% | +3,588+99.4% | Added |
| Western Wealth Management, LLC | 7,177 | $2.01M | 0.21% | −393−5.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,137 | $2.00M | 0.04% | +578+8.8% | Added |
| GAM Holding AG | 10,126 | $1.99M | 0.09% | −10.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,950 | $1.94M | 0.07% | +235+3.5% | 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 |
| Harbour Investments, Inc. | 6,706 | $1.88M | 0.06% | +146+2.2% | Added |
| Geneva Partners, LLC | 6,660 | $1.86M | 0.85% | −3,900−36.9% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $1.84M | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 6,577 | $1.84M | 0.93% | +47+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,574 | $1.84M | 0.09% | −1,208−15.5% | Reduced |
| Point72 Hong Kong Ltd | 6,528 | $1.82M | 0.13% | −2,562−28.2% | Reduced |
| WT Wealth Management | 6,505 | $1.82M | 0.74% | +851+15.1% | Added |
| Leonteq Securities AG | 6,454 | $1.80M | 0.14% | −21,822−77.2% | Reduced |
| Boenning & Scattergood, Inc. | 6,436 | $1.80M | 0.31% | −2,497−28.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,430 | $1.80M | 0.37% | +450+7.5% | Added |
| Stratos Wealth Partners, LTD. | 6,411 | $1.79M | 0.04% | −1,302−16.9% | Reduced |
| Paradiem, LLC | 6,052 | $1.79M | 0.56% | +6,052 | New |
| Claraphi Advisory Network, LLC | 6,403 | $1.79M | 0.54% | −338−5.0% | Reduced |
| Comerica Bank | 6,239 | $1.79M | 0.01% | −339−5.2% | Reduced |
| Pacer Advisors, Inc. | 6,396 | $1.79M | 0.03% | +254+4.1% | Added |
| Kapitalo Investimentos Ltda | 6,375 | $1.78M | 0.83% | +6,375 | New |
| Checchi Capital Advisers, LLC | 6,277 | $1.75M | 0.22% | −1,931−23.5% | Reduced |
| Advisor Resource Council | 6,262 | $1.75M | 0.18% | +6,262 | New |
| Annex Advisory Services, LLC | 6,174 | $1.72M | 0.14% | +1,460+31.0% | Added |
| 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 |
| Doheny Asset Management | 6,133 | $1.72M | 1.10% | −90−1.4% | Reduced |
| Element Pointe Advisors, LLC | 5,586 | $1.69M | 0.51% | +172+3.2% | Added |
| KLK Capital Management LLC | 6,004 | $1.68M | 1.44% | +6,004 | New |
| Van Hulzen Asset Management, LLC | 5,982 | $1.67M | 0.25% | +5,982 | New |
| Potrero Capital Research LLC | 5,975 | $1.67M | 0.41% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,879 | $1.64M | 0.10% | −92−1.5% | Reduced |
| Marietta Investment Partners LLC | 5,841 | $1.63M | 0.37% | −650−10.0% | Reduced |
| Occudo Quantitative Strategies LP | 5,794 | $1.62M | 0.25% | +4,337+297.7% | Added |
| Hilltop Holdings Inc. | 5,773 | $1.61M | 0.18% | −1,048−15.4% | Reduced |
| Congress Park Capital LLC | 5,771 | $1.61M | 0.81% | +265+4.8% | Added |
| Manufacturers Life Insurance Company, The | 5,663 | $1.58M | 0.00% | +156+2.8% | Added |
| Harvest Volatility Management LLC | 5,588 | $1.56M | 0.13% | +1,540+38.0% | Added |
| Aspen Investment Management Inc | 5,585 | $1.56M | 0.82% | +30+0.5% | Added |
| Van Eck Associates Corp | 5,552 | $1.55M | 0.00% | +5,552 | New |
| Quattro Financial Advisors LLC | 5,500 | $1.55M | 0.41% | +1,500+37.5% | Added |
| Redpoint Investment Management Pty Ltd | 5,526 | $1.54M | 0.13% | +598+12.1% | Added |
| Brandywine Managers, LLC | 5,511 | $1.54M | 1.76% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 5,490 | $1.53M | 0.04% | −4,600−45.6% | 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 |
| Equitable Holdings, Inc. | 5,476 | $1.53M | 0.03% | −328−5.7% | Reduced |
| Paragon Advisors, LLC | 5,459 | $1.53M | 0.72% | −1,030−15.9% | Reduced |
| Achmea Investment Management B.V. | 5,423 | $1.52M | 0.05% | 00.0% | Unchanged |
| People's United Financial, Inc. | 5,420 | $1.51M | 0.03% | −70−1.3% | Reduced |
| IBM Retirement Fund | 5,383 | $1.50M | 0.12% | −738−12.1% | Reduced |
| Central Trust Co | 5,368 | $1.50M | 0.05% | −18−0.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,348 | $1.50M | 0.01% | +5,348 | New |
| Artemis Investment Management LLP | 5,340 | $1.49M | 0.01% | +5,340 | New |
| Exchange Traded Concepts, LLC | 5,274 | $1.47M | 0.05% | +2,559+94.3% | Added |
| Duality Advisers, LP | 5,187 | $1.45M | 0.13% | −1,370−20.9% | Reduced |
| Manchester Financial Inc | 5,180 | $1.45M | 0.57% | +93+1.8% | Added |
| Cornerstone Capital, Inc. | 5,177 | $1.45M | 0.16% | +35+0.7% | Added |
| First Hawaiian Bank | 5,126 | $1.43M | 0.06% | −3,188−38.3% | Reduced |
| Erste Asset Management GmbH | 5,000 | $1.42M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 5,073 | $1.42M | 0.02% | +622+14.0% | Added |
| Busey Wealth Management | 5,048 | $1.41M | 0.07% | −114−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,044 | $1.41M | 0.91% | +9+0.2% | Added |
| Banque Cantonale Vaudoise | 5,038 | $1.41M | 0.06% | −3,210−38.9% | Reduced |
| Two Sigma Securities, LLC | 5,024 | $1.41M | 0.35% | +5,024 | New |
| Thoroughbred Financial Services, LLC | 5,023 | $1.40M | 0.35% | +92+1.9% | Added |
| Jackson Wealth Management, LLC | 5,000 | $1.40M | 0.18% | +5,000 | New |
| Parsons Capital Management Inc | 4,985 | $1.39M | 0.11% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,963 | $1.39M | 0.08% | +1,038+26.4% | Added |
| Capital Investment Advisory Services, LLC | 4,951 | $1.38M | 0.17% | +2,754+125.4% | Added |
| Rational Advisors LLC | 4,895 | $1.37M | 0.16% | −665−12.0% | Reduced |
| Donoghue Forlines LLC | 4,880 | $1.36M | 0.25% | −7,519−60.6% | Reduced |
| Marshall & Sullivan Inc | 4,827 | $1.35M | 0.75% | +4,827 | New |
| Eventide Asset Management, LLC | 4,819 | $1.35M | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,804 | $1.34M | 0.16% | −43,796−90.1% | Reduced |
| Kornitzer Capital Management Inc | 4,775 | $1.33M | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,767 | $1.33M | 0.10% | −822−14.7% | Reduced |
| Legacy Advisors, LLC | 4,765 | $1.33M | 0.54% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,735 | $1.32M | 0.08% | +270+6.0% | Added |
| Grandview Asset Management LLC | 4,733 | $1.32M | 0.73% | −253−5.1% | Reduced |
| TBH Global Asset Management, LLC | 4,680 | $1.31M | 0.30% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,673 | $1.31M | 0.10% | −5,593−54.5% | Reduced |
| Axiom Investment Management LLC | 4,625 | $1.29M | 1.00% | −200−4.1% | Reduced |
| Castle Rock Wealth Management, LLC | 4,275 | $1.29M | 0.47% | −607−12.4% | Reduced |
| Motley Fool Asset Management LLC | 4,584 | $1.28M | 0.08% | −124−2.6% | Reduced |
| Purus Wealth Management, LLC | 4,562 | $1.27M | 0.92% | +11+0.2% | Added |
| SeaCrest Wealth Management, LLC | 4,550 | $1.27M | 0.15% | −142−3.0% | Reduced |