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 |
|---|---|---|---|---|---|
| BP PLC | 4,539 | $1.27M | 0.05% | −1,548−25.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,490 | $1.25M | 0.67% | +650+16.9% | Added |
| IVC Wealth Advisors LLC | 4,390 | $1.23M | 0.86% | +165+3.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 4,381 | $1.23M | 0.29% | +915+26.4% | Added |
| Stonnington Group, LLC | 4,232 | $1.22M | 0.27% | +1,464+52.9% | Added |
| CWM Advisors, LLC | 4,332 | $1.21M | 0.16% | +1,692+64.1% | Added |
| Wolverine Asset Management LLC | 4,307 | $1.20M | 0.01% | +4,307 | New |
| Rehmann Capital Advisory Group | 4,300 | $1.20M | 0.12% | +4,300 | New |
| Sante Capital Fund, LP | 4,284 | $1.20M | 0.49% | +4,284 | New |
| Vestmark Advisory Solutions, Inc. | 4,266 | $1.19M | 0.08% | +1,552+57.2% | Added |
| FineMark National Bank & Trust | 4,249 | $1.19M | 0.05% | −131−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,250 | $1.19M | 0.01% | −405−8.7% | Reduced |
| Corient Capital Partners, LLC | 4,219 | $1.18M | 0.09% | −2,910−40.8% | 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 |
| Commerce Bank | 4,195 | $1.17M | 0.01% | −139−3.2% | Reduced |
| Green Alpha Advisors, LLC | 4,189 | $1.17M | 0.80% | +4,189 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 4,150 | $1.16M | 0.04% | +241+6.2% | Added |
| EP Wealth Advisors, LLC | 4,125 | $1.15M | 0.03% | −47−1.1% | Reduced |
| Vestcor Inc | 4,122 | $1.15M | 0.04% | +3,130+315.5% | Added |
| First Foundation Advisors | 4,105 | $1.15M | 0.04% | −118−2.8% | Reduced |
| Meeder Asset Management Inc | 4,102 | $1.15M | 0.05% | −6,321−60.6% | Reduced |
| Bridgeway Capital Management, LLC | 4,100 | $1.15M | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,082 | $1.14M | 0.08% | −2,069−33.6% | Reduced |
| Oak Ridge Investments LLC | 4,064 | $1.14M | 0.10% | +58+1.4% | Added |
| Bristlecone Advisors, LLC | 4,044 | $1.13M | 0.15% | +37+0.9% | Added |
| Moseley Investment Management Inc | 4,034 | $1.13M | 0.56% | +290+7.7% | Added |
| Aviance Capital Partners, LLC | 4,030 | $1.13M | 0.20% | −600−13.0% | Reduced |
| Hudson Value Partners, LLC | 4,025 | $1.13M | 0.62% | +100+2.5% | Added |
| Oppenheimer Asset Management Inc. | 4,022 | $1.13M | 0.02% | +2,691+202.2% | Added |
| Mass General Brigham, Inc | 4,003 | $1.12M | 0.27% | +4,003 | New |
| Legal Advantage Investments, Inc. | 4,000 | $1.12M | 0.77% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 3,999 | $1.12M | 0.76% | +160+4.2% | Added |
| Point72 Asset Management, L.P. | 4,000 | $1.12M | 0.01% | +1,349+50.9% | Added |
| NEXT Financial Group, Inc | 3,931 | $1.10M | 0.09% | −422−9.7% | Reduced |
| Ethic Inc. | 3,931 | $1.10M | 0.13% | +885+29.1% | Added |
| Eudaimonia Partners, LLC | 3,925 | $1.10M | 0.21% | −138−3.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,921 | $1.10M | 0.42% | +121+3.2% | Added |
| Twin Capital Management Inc | 3,921 | $1.10M | 0.10% | +264+7.2% | Added |
| JT Stratford LLC | 3,918 | $1.09M | 0.35% | +110+2.9% | Added |
| BIT Capital GmbH | 3,900 | $1.09M | 0.06% | +3,900 | New |
| Elite Wealth Management, Inc. | 3,888 | $1.09M | 0.48% | −233−5.7% | Reduced |
| Titus Wealth Management | 3,878 | $1.08M | 0.59% | −156−3.9% | Reduced |
| Parkwood LLC | 3,856 | $1.08M | 0.19% | +3,856 | New |
| SPC Financial, Inc. | 3,846 | $1.07M | 0.13% | +3,846 | New |
| Oxler Private Wealth LLC | 3,844 | $1.07M | 0.47% | +500+15.0% | Added |
| Ascent Wealth Partners, LLC | 3,826 | $1.07M | 0.20% | −166−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,814 | $1.07M | 0.07% | −349−8.4% | Reduced |
| Canada Pension Plan Investment Board | 3,806 | $1.06M | 0.00% | −1,193−23.9% | Reduced |
| Coastal Investment Advisors, Inc. | 3,773 | $1.05M | 0.25% | −1,295−25.6% | Reduced |
| Bluestein R H & Co | 3,775 | $1.05M | 0.04% | +765+25.4% | Added |
| Wintrust Investments LLC | 3,765 | $1.05M | 0.11% | −33−0.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,765 | $1.05M | 0.38% | +301+8.7% | Added |
| Toroso Investments, LLC | 3,740 | $1.05M | 0.04% | +197+5.6% | Added |
| Hall Private Wealth Advisors | 3,725 | $1.04M | 0.68% | +3,725 | New |
| O'Shaughnessy Asset Management, LLC | 3,660 | $1.02M | 0.02% | −323−8.1% | Reduced |
| Souders Financial Advisors | 3,620 | $1.01M | 0.34% | +360+11.0% | Added |
| Evergreen Capital Management LLC | 3,561 | $996.0K | 0.05% | −65−1.8% | Reduced |
| Mark Stevens | 3,516 | $983.0K | 0.11% | −170−4.6% | Reduced |
| Raymond James Trust N.A. | 3,495 | $977.0K | 0.03% | +413+13.4% | Added |
| Wealthfront Advisers LLC | 3,489 | $975.0K | 0.00% | +3,489 | New |
| Nicholas Investment Partners, LP | 3,484 | $974.0K | 0.06% | +483+16.1% | Added |
| Independent Financial Group, LLC | 3,483 | $973.7K | 0.10% | −238−6.4% | Reduced |
| Sumitomo Life Insurance Co | 3,478 | $972.0K | 0.03% | −576−14.2% | Reduced |
| Berman Capital Advisors, LLC | 3,481 | $972.0K | 0.15% | +203+6.2% | Added |
| Breakline Capital LLC | 3,432 | $959.0K | 1.94% | −4,019−53.9% | Reduced |
| Means Investment Co., Inc. | 3,431 | $959.0K | 0.19% | −92−2.6% | Reduced |
| ING Groep NV | 3,431 | $959.0K | 0.02% | +3,431 | New |
| Arthur M. Cohen & Associates, LLC | 3,388 | $947.0K | 0.19% | 00.0% | Unchanged |
| Allstate Corp | 3,358 | $939.0K | 0.03% | −423−11.2% | Reduced |
| Wealth Management Partners, LLC | 3,355 | $938.0K | 0.65% | −260−7.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,300 | $923.0K | 0.06% | +600+22.2% | Added |
| PFG Advisors | 3,294 | $921.0K | 0.11% | +516+18.6% | Added |
| NVWM, LLC | 3,288 | $919.0K | 0.33% | −136−4.0% | Reduced |
| Park Avenue Securities LLC | 3,263 | $912.0K | 0.02% | +1,024+45.7% | Added |
| J.W. Cole Advisors, Inc. | 3,178 | $888.0K | 0.07% | −341−9.7% | Reduced |
| David J Yvars Group | 3,175 | $888.0K | 0.50% | +970+44.0% | Added |
| Abbrea Capital, LLC | 3,159 | $883.0K | 0.13% | +55+1.8% | Added |
| Centiva Capital, LP | 3,119 | $872.0K | 0.07% | −3,298−51.4% | Reduced |
| Mutual Advisors, LLC | 3,117 | $871.0K | 0.05% | −70−2.2% | Reduced |
| Arden Trust Co | 3,094 | $865.0K | 0.14% | +599+24.0% | Added |
| Pearl River Capital, LLC | 3,042 | $850.0K | 0.23% | +3,042 | New |
| World Asset Management Inc | 3,016 | $843.0K | 0.08% | −122−3.9% | Reduced |
| Cubic Asset Management, LLC | 3,000 | $839.0K | 0.21% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,864 | $825.0K | 0.16% | −28,950−91.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,951 | $825.0K | 0.19% | +22+0.8% | Added |
| Q Capital Solutions | 2,950 | $825.0K | 0.62% | +850+40.5% | Added |
| Lincoln National Corp | 2,925 | $818.0K | 0.02% | −877−23.1% | Reduced |
| Centaurus Financial, Inc. | 2,912 | $814.0K | 0.07% | +277+10.5% | Added |
| JustInvest LLC | 2,898 | $810.0K | 0.08% | +2,898 | New |
| Quilter Plc | 2,856 | $798.0K | 0.02% | +261+10.1% | Added |
| Symmetry Partners, LLC | 2,838 | $793.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,835 | $793.0K | 0.03% | +29+1.0% | Added |
| Tairen Capital Ltd | 2,837 | $793.0K | 0.14% | +2,837 | New |
| Columbia Asset Management | 2,822 | $789.0K | 0.18% | +780+38.2% | Added |
| Brown Advisory Inc | 2,802 | $784.0K | 0.00% | −173−5.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,801 | $783.0K | 0.08% | −99−3.4% | Reduced |
| Wealth Management Associates, Inc. | 2,800 | $782.8K | 0.44% | +502+21.8% | Added |