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 |
|---|---|---|---|---|---|
| Golden Green, Inc. | 2,785 | $779.0K | 0.60% | +57+2.1% | Added |
| Westover Capital Advisors, LLC | 2,756 | $770.0K | 0.25% | −441−13.8% | Reduced |
| Washburn Capital Management, Inc. | 2,740 | $766.0K | 0.51% | −4,158−60.3% | Reduced |
| Am Investment Strategies LLC | 2,725 | $762.0K | 0.20% | +1,511+124.5% | Added |
| Octavia Wealth Advisors, LLC | 2,712 | $758.0K | 0.20% | +392+16.9% | Added |
| Crestwood Advisors Group LLC | 2,683 | $750.0K | 0.02% | +50+1.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,649 | $741.0K | 0.02% | −9,872−78.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 2,650 | $741.0K | 0.27% | −20−0.7% | Reduced |
| 9258 Wealth Management, LLC | 2,630 | $735.0K | 0.20% | +472+21.9% | Added |
| Bailard, Inc. | 2,625 | $734.0K | 0.03% | −6,552−71.4% | Reduced |
| Meritage Portfolio Management | 2,625 | $734.0K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 2,626 | $734.0K | 0.07% | +50+1.9% | Added |
| Berkshire Asset Management LLC | 2,598 | $726.0K | 0.05% | +880+51.2% | Added |
| Tortoise Index Solutions, LLC | 2,575 | $720.0K | 0.15% | −276−9.7% | Reduced |
| Dynamic Advisor Solutions LLC | 2,525 | $706.0K | 0.06% | −36−1.4% | Reduced |
| Barbara Oil Co. | 2,505 | $700.0K | 0.32% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,341 | $699.0K | 0.40% | −355−13.2% | Reduced |
| Teilinger Capital Ltd. | 2,500 | $699.0K | 0.54% | +2,500 | New |
| Sloy Dahl & Holst, LLC | 2,480 | $693.0K | 0.09% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,470 | $691.0K | 0.36% | +100+4.2% | Added |
| Pendal Group Limited | 2,467 | $690.0K | 0.01% | −6,989−73.9% | Reduced |
| Sovereign Financial Group, Inc. | 3,410 | $690.0K | 0.42% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,425 | $678.0K | 0.29% | +2,425 | New |
| Clare Market Investments LLC | 2,420 | $676.6K | 0.22% | −4,250−63.7% | Reduced |
| Glen Eagle Advisors, LLC | 2,417 | $675.7K | 0.21% | −9−0.4% | Reduced |
| Avestar Capital, LLC | 2,357 | $659.0K | 0.13% | +46+2.0% | Added |
| Phoenix Wealth Advisors | 2,262 | $652.0K | 0.47% | −483−17.6% | Reduced |
| CNB Bank | 2,316 | $647.0K | 0.40% | +471+25.5% | Added |
| International Assets Investment Management, LLC | 2,302 | $644.0K | 0.12% | −7,697−77.0% | Reduced |
| HBK Sorce Advisory LLC | 2,305 | $644.0K | 0.04% | −879−27.6% | Reduced |
| Northeast Financial Consultants Inc | 2,305 | $644.0K | 0.04% | +719+45.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,306 | $644.0K | 0.08% | +2,306 | New |
| CPWM, LLC | 2,286 | $639.0K | 0.05% | −2,436−51.6% | Reduced |
| Chicago Trust Co NA | 2,287 | $639.0K | 0.15% | +2,287 | New |
| Bard Financial Services, Inc. | 2,250 | $629.0K | 0.06% | +25+1.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 2,247 | $628.0K | 0.03% | +2,247 | New |
| GoalVest Advisory LLC | 2,243 | $627.0K | 0.39% | −267−10.6% | Reduced |
| Truvvo Partners LLC | 2,240 | $626.0K | 0.43% | 00.0% | Unchanged |
| Norinchukin Bank, The | 2,235 | $625.0K | 0.01% | +413+22.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,226 | $622.0K | 0.00% | −83−3.6% | Reduced |
| Mid Atlantic Financial Management Inc | 2,209 | $618.0K | 0.04% | +215+10.8% | Added |
| Vivid Financial Management, Inc. | 2,200 | $615.0K | 0.25% | +72+3.4% | Added |
| Brown Miller Wealth Management, LLC | 2,198 | $614.0K | 0.39% | +295+15.5% | Added |
| Wrapmanager Inc | 2,188 | $612.0K | 0.16% | +821+60.1% | Added |
| Harbour Capital Advisors, LLC | 2,178 | $609.0K | 0.16% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,163 | $605.0K | 0.12% | +858+65.7% | Added |
| Snowden Capital Advisors LLC | 2,149 | $600.8K | 0.03% | −148−6.4% | Reduced |
| F3Logic, LLC | 2,140 | $598.0K | 0.07% | −230−9.7% | Reduced |
| Clarius Group, LLC | 2,134 | $597.0K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,108 | $589.0K | 0.00% | −5,030−70.5% | Reduced |
| Focus Financial Network, Inc. | 2,104 | $588.2K | 0.08% | +189+9.9% | Added |
| Geneos Wealth Management Inc. | 2,108 | $587.0K | 0.02% | −212−9.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,100 | $587.0K | 0.02% | −275−11.6% | Reduced |
| Capital International Sarl | 2,089 | $584.0K | 0.05% | +434+26.2% | Added |
| Truvestments Capital LLC | 2,084 | $583.0K | 0.32% | −183−8.1% | Reduced |
| Aj Wealth Strategies, LLC | 2,083 | $582.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,081 | $582.0K | 0.00% | +378+22.2% | Added |
| Jag Capital Management, LLC | 2,064 | $577.0K | 0.05% | +40+2.0% | Added |
| Boardman Bay Capital Management LLC | 2,040 | $570.0K | 0.93% | −65,035−97.0% | Reduced |
| Fiduciary Trust Co | 2,020 | $565.0K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,018 | $564.0K | 0.06% | −118−5.5% | Reduced |
| Gladstone Institutional Advisory LLC | 2,007 | $561.0K | 0.07% | −188−8.6% | Reduced |
| Formula Growth Ltd | 2,000 | $559.0K | 0.08% | −4,437−68.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,986 | $555.0K | 0.10% | +1,663+514.9% | Added |
| Stanley-Laman Group, Ltd. | 1,979 | $553.0K | 0.08% | +1,979 | New |
| Trustcore Financial Services, LLC | 1,883 | $526.0K | 0.06% | −42−2.2% | Reduced |
| CAPROCK Group, Inc. | 1,872 | $523.0K | 0.05% | +142+8.2% | Added |
| Insight Advisors, LLC | 1,755 | $518.0K | 0.16% | −300−14.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,837 | $514.0K | 0.03% | +305+19.9% | Added |
| Perigon Wealth Management, LLC | 1,831 | $512.0K | 0.05% | −573−23.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,831 | $512.0K | 0.31% | +116+6.8% | Added |
| Joel Isaacson & Co., LLC | 1,825 | $510.0K | 0.04% | −600−24.7% | Reduced |
| Cable Hill Partners, LLC | 1,814 | $507.0K | 0.12% | +300+19.8% | Added |
| Cim Investment Mangement Inc | 1,807 | $505.0K | 0.16% | −1,406−43.8% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,799 | $503.0K | 0.12% | +67+3.9% | Added |
| Parisi Gray Wealth Management | 1,762 | $493.0K | 0.18% | −112−6.0% | Reduced |
| Garner Asset Management Corp | 1,745 | $488.0K | 0.24% | −30−1.7% | Reduced |
| Evoke Wealth, LLC | 1,728 | $483.0K | 0.02% | −29−1.7% | Reduced |
| Eqis Capital Management, Inc. | 1,727 | $483.0K | 0.04% | +444+34.6% | Added |
| Jaffetilchin Investment Partners, LLC | 1,724 | $482.0K | 0.03% | −131−7.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,725 | $482.0K | 0.32% | +1,725 | New |
| Hudock, Inc. | 1,714 | $479.0K | 0.14% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,711 | $478.0K | 0.05% | +1,711 | New |
| NorthRock Partners, LLC | 1,704 | $476.0K | 0.04% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,704 | $476.0K | 0.42% | +1,704 | New |
| Chicago Partners Investment Group LLC | 1,551 | $474.0K | 0.04% | −699−31.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,694 | $474.0K | 0.04% | +199+13.3% | Added |
| Personal Cfo Solutions, LLC | 1,697 | $474.0K | 0.10% | +218+14.7% | Added |
| Griffin Asset Management, Inc. | 1,697 | $474.0K | 0.06% | +360+26.9% | Added |
| Synovus Financial Corp | 1,665 | $470.0K | 0.00% | −145−8.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,677 | $469.0K | 0.36% | −7−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,670 | $467.0K | 0.02% | −103−5.8% | Reduced |
| Private Portfolio Partners LLC | 1,658 | $463.5K | 0.13% | +64+4.0% | Added |
| Odey Asset Management Group Ltd | 1,656 | $463.0K | 0.10% | +1,656 | New |
| Patron Partners Advisors, LLC | 1,647 | $460.0K | 0.35% | −23−1.4% | Reduced |
| Cookson Peirce & Co Inc | 1,640 | $458.0K | 0.03% | −1,843−52.9% | Reduced |
| Precision Wealth Strategies, LLC | 1,604 | $448.0K | 0.39% | −4−0.2% | Reduced |
| Ellevest, Inc. | 1,579 | $441.0K | 0.04% | +8+0.5% | Added |
| Verdence Capital Advisors LLC | 1,555 | $435.0K | 0.06% | −250−13.9% | Reduced |
| PDT Partners, LLC | 1,544 | $432.0K | 0.03% | +1,544 | New |