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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
Chapman Investment Management, LLC1,535$429.0K0.24%00.0%Unchanged
Formidable Asset Management, LLC1,524$426.0K0.09%+342+28.9%Added
Winton Group Ltd1,512$423.0K0.02%+1,512New
Paradigm Financial Partners, LLC1,508$422.0K0.11%+300+24.8%Added
Resources Investment Advisors, LLC.1,500$419.0K0.02%00.0%Unchanged
CSS LLC1,498$419.0K0.02%00.0%Unchanged
Harvey Capital Management Inc1,500$419.0K0.14%00.0%Unchanged
TRUE Private Wealth Advisors1,492$417.0K0.06%+52+3.6%Added
Palumbo Wealth Management LLC1,486$415.0K0.28%−45−2.9%Reduced
New World Advisors LLC1,486$415.0K0.28%+1,486New
Tudor Investment Corp Et Al1,474$412.0K0.01%+1,474New
Dorsey & Whitney Trust CO LLC1,463$409.0K0.04%+467+46.9%Added
One Capital Management, LLC1,460$408.0K0.04%+145+11.0%Added
Sheets Smith Wealth Management1,461$408.0K0.05%+1,461New
Castleark Management LLC1,450$405.0K0.01%00.0%Unchanged
Northstar Asset Management LLC1,450$405.0K0.11%+100+7.4%Added
SevenOneSeven Capital Management1,443$403.0K1.05%+67+4.9%Added
Diversified Trust Co1,435$401.0K0.01%+1,435New
Manchester Capital Management LLC1,432$400.0K0.06%+77+5.7%Added
WD Rutherford LLC1,428$399.0K0.22%−75−5.0%Reduced
Cigna Investments Inc1,423$398.0K0.03%+47+3.4%Added
Ridgewood Investments LLC1,425$398.0K0.26%+1,425New
RMR Wealth Builders1,421$397.0K0.13%−968−40.5%Reduced
Cornerstone Wealth Management, LLC1,415$396.0K0.04%+1,415New
WoodTrust Financial Corp1,411$395.0K0.10%+1,411New
Foundations Investment Advisors, LLC1,370$395.0K0.02%+1,370New
IFP Advisors, Inc1,381$393.0K0.01%−781−36.1%Reduced
Mitchell & Pahl Private Wealth, LLC1,403$392.0K0.28%−159−10.2%Reduced
Paradigm Asset Management Co LLC1,400$391.4K0.10%−100−6.7%Reduced
Azimuth Capital Management LLC1,400$391.0K0.02%00.0%Unchanged
TownSquare Capital, LLC1,353$390.0K0.01%+104+8.3%Added
ACG Wealth1,392$389.0K0.05%−3,475−71.4%Reduced
FDx Advisors, Inc.1,393$389.0K0.01%−2,618−65.3%Reduced
Montag A & Associates Inc1,391$389.0K0.02%+110+8.6%Added
Wolff Wiese Magana LLC1,343$375.0K0.27%+85+6.8%Added
Sandbox Financial Partners, LLC1,339$374.0K0.28%+27+2.1%Added
Oakmont Corp1,316$368.0K0.03%00.0%Unchanged
Cypress Wealth Services, LLC1,312$367.0K0.10%−118−8.3%Reduced
Gleason Group, Inc.1,308$366.0K0.13%00.0%Unchanged
Bradley Foster & Sargent Inc1,295$362.0K0.01%−491−27.5%Reduced
Balasa Dinverno & Foltz LLC1,278$357.0K0.03%−1,450−53.2%Reduced
Mirador Capital Partners LP1,275$356.0K0.08%+1,275New
Holderness Investments Co1,254$351.0K0.12%+43+3.6%Added
Veracity Capital LLC1,253$350.0K0.08%−785−38.5%Reduced
Walleye Capital LLC1,240$347.0K0.01%−7,583−85.9%Reduced
Capital Wealth Planning, LLC1,236$346.0K0.01%+1,236New
KG&L Capital Management,LLC1,234$345.0K0.16%−2,108−63.1%Reduced
TCG Advisory Services, LLC1,227$343.0K0.09%+1,227New
Regions Financial Corp1,204$336.0K0.00%+1,204New
Mine & Arao Wealth Creation & Management, LLC.1,200$335.0K0.20%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,197$335.0K0.11%+115+10.6%Added
Wealth Architects, LLC1,193$334.0K0.07%−18−1.5%Reduced
Nations Financial Group Inc,1,187$332.0K0.06%−95−7.4%Reduced
Atticus Wealth Management, LLC1,186$332.0K0.14%+155+15.0%Added
Crossmark Global Holdings, Inc.1,180$330.0K0.01%−180−13.2%Reduced
PSI Advisors, LLC1,181$330.0K0.17%−50−4.1%Reduced
Arvest Bank Trust Division1,180$330.0K0.02%+1,180New
Hohimer Wealth Management, LLC1,578$330.0K0.07%+1,578New
Spouting Rock Asset Management, LLC1,176$329.0K0.10%−29−2.4%Reduced
StoneX Group Inc.1,176$329.0K0.05%−10−0.8%Reduced
KCM Investment Advisors LLC1,154$323.0K0.01%+1,154New
CWM, LLC1,141$319.0K0.00%00.0%Unchanged
Prelude Capital Management, LLC1,136$318.0K0.02%+1,136New
Main Street Financial Solutions, LLC1,135$317.0K0.05%+10+0.9%Added
PDS Planning, Inc1,123$314.0K0.08%+32+2.9%Added
Regal Investment Advisors LLC1,123$314.0K0.03%+1,123New
Oder Investment Management, LLC1,118$312.0K0.41%00.0%Unchanged
NorthCoast Asset Management LLC1,112$311.0K0.01%+74+7.1%Added
AlphaStar Capital Management, LLC1,105$309.0K0.04%+1,105New
Foster Victor Wealth Advisors, LLC1,100$308.0K0.05%00.0%Unchanged
Knightsbridge Asset Management, LLC1,100$308.0K0.12%00.0%Unchanged
Harvest Fund Management Co., Ltd1,095$304.0K0.03%−671−38.0%Reduced
Frank, Rimerman Advisors LLC1,080$301.9K0.12%00.0%Unchanged
Seeyond1,075$300.0K0.03%+5+0.5%Added
Buckley Wealth Management, LLC1,070$299.0K0.10%00.0%Unchanged
Vanguard Capital Wealth Advisors1,070$299.0K0.23%+1,070New
Bel Air Investment Advisors LLC1,060$296.0K0.01%−775−42.2%Reduced
Intellectus Partners, LLC1,050$294.0K0.07%00.0%Unchanged
Calton & Associates, Inc.1,050$293.0K0.06%−63−5.7%Reduced
Lombard Odier Asset Management (Switzerland) SA1,041$291.0K0.01%+1,041New
Zacks Investment Management1,029$288.0K0.00%+1,029New
First Manhattan Co1,025$286.0K0.00%00.0%Unchanged
Coldstream Capital Management Inc1,011$283.0K0.01%−316−23.8%Reduced
Sequoia Financial Advisors, LLC1,011$283.0K0.01%00.0%Unchanged
First National Bank of Omaha1,388$281.0K0.01%00.0%Unchanged
Global Trust Asset Management, LLC1,005$281.0K0.13%+925+1,156.3%Added
Plante Moran Financial Advisors, LLC1,000$280.0K0.07%−41−3.9%Reduced
West Chester Capital Advisors, Inc1,000$280.0K0.22%00.0%Unchanged
Precept Management LLC1,000$280.0K0.29%+1,000New
Oxinas Partners Wealth Management LLC993$278.0K0.16%−250−20.1%Reduced
Berkeley Capital Partners, LLC994$278.0K0.12%+994New
Pallas Capital Advisors LLC921$278.0K0.04%+921New
Ausdal Financial Partners, Inc.983$275.0K0.04%−459−31.8%Reduced
Wealth Alliance981$274.0K0.06%−115−10.5%Reduced
Dorchester Wealth Management Co980$274.0K0.06%+980New
Buckingham Strategic Wealth, LLC976$273.0K0.01%+976New
Financial Perspectives, Inc964$269.5K0.13%−194,198−99.5%Reduced
Yorktown Management & Research Co Inc960$268.0K0.21%+960New
Kingsview Wealth Management, LLC959$267.0K0.01%−1,094−53.3%Reduced
Alpha Paradigm Partners, LLC954$267.0K0.10%+954New