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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 942 | $263.0K | 0.10% | −3,982−80.9% | Reduced |
| Centric Wealth Management | 941 | $263.0K | 0.09% | +941 | New |
| Cipher Capital LP | 936 | $262.0K | 0.14% | −2,467−72.5% | Reduced |
| Visionary Wealth Advisors | 937 | $262.0K | 0.03% | −74−7.3% | Reduced |
| Capula Management Ltd | 936 | $262.0K | 0.05% | +936 | New |
| Essex Financial Services, Inc. | 1,291 | $261.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 937 | $261.0K | 0.01% | +917+4,585.0% | Added |
| QS Investors, LLC | 922 | $258.0K | 0.00% | +922 | New |
| Reilly Financial Advisors, LLC | 918 | $257.0K | 0.02% | +874+1,986.4% | Added |
| Veriti Management LLC | 918 | $257.0K | 0.04% | +918 | New |
| Beacon Pointe Advisors, LLC | 915 | $256.0K | 0.01% | +915 | New |
| West Family Investments, Inc. | 905 | $253.0K | 0.07% | +905 | New |
| PAX Financial Group, LLC | 904 | $253.0K | 0.06% | +904 | New |
| BNC Wealth Management, LLC | 902 | $252.0K | 0.15% | −5,397−85.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 903 | $252.0K | 0.00% | −430−32.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 900 | $252.0K | 0.02% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 899 | $251.0K | 0.09% | −837−48.2% | Reduced |
| Exane Derivatives | 879 | $249.3K | 0.06% | +161+22.4% | Added |
| Ancora Advisors, LLC | 886 | $248.0K | 0.01% | +250+39.3% | Added |
| Financial Architects, Inc | 886 | $248.0K | 0.04% | +886 | New |
| Emerald Mutual Fund Advisers Trust | 885 | $247.0K | 0.01% | +885 | New |
| MPS Loria Financial Planners, LLC | 881 | $246.0K | 0.11% | +31+3.6% | Added |
| Transform Wealth, LLC | 881 | $246.0K | 0.03% | +881 | New |
| Williams Jones Wealth Management, LLC. | 875 | $245.0K | 0.00% | −825−48.5% | Reduced |
| Jump Financial, LLC | 879 | $245.0K | 0.02% | +879 | New |
| Smith, Moore & Co. | 870 | $243.0K | 0.04% | +870 | New |
| Koshinski Asset Management, Inc. | 865 | $242.0K | 0.03% | +865 | New |
| Icon Wealth Partners, LLC | 866 | $242.0K | 0.03% | +866 | New |
| Shikiar Asset Management Inc | 860 | $240.0K | 0.07% | +860 | New |
| Laurel Wealth Advisors, Inc. | 858 | $240.0K | 0.03% | +858 | New |
| Welch & Forbes LLC | 850 | $238.0K | 0.00% | +850 | New |
| Continuum Advisory, LLC | 848 | $237.0K | 0.07% | +848 | New |
| Invst, LLC | 830 | $234.0K | 0.04% | −501−37.6% | Reduced |
| M&G Investment Management Ltd | 829 | $232.0K | 0.00% | +829 | New |
| Tandem Capital Management Corp | 825 | $231.0K | 0.15% | +825 | New |
| All Season Financial Advisors, Inc. | 822 | $230.0K | 0.16% | +822 | New |
| Keebeck Alpha, LP | 822 | $230.0K | 0.08% | +822 | New |
| Saturna Capital CORP | 820 | $229.0K | 0.00% | +820 | New |
| Miracle Mile Advisors, LLC | 819 | $229.0K | 0.01% | +819 | New |
| Camden Capital, LLC | 818 | $229.0K | 0.05% | +818 | New |
| Regent Peak Wealth Advisors LLC | 758 | $226.0K | 0.06% | +758 | New |
| Dynamic Technology Lab Private Ltd | 805 | $225.0K | 0.02% | +805 | New |
| 20/20 Capital Management, Inc. | 806 | $225.0K | 0.06% | +806 | New |
| Biltmore Capital Advisors LLC | 800 | $224.0K | 0.04% | +800 | New |
| Foundry Partners, LLC | 797 | $223.0K | 0.01% | +797 | New |
| Menard Financial Group LLC | 793 | $222.0K | 0.21% | +793 | New |
| First Pacific Advisors, LP | 790 | $221.0K | 0.00% | −130−14.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 792 | $221.0K | 0.07% | +792 | New |
| Glenmede Trust Co NA | 789 | $220.0K | 0.00% | +789 | New |
| Benedict Financial Advisors Inc | 787 | $220.0K | 0.06% | +787 | New |
| Telemus Capital, LLC | 787 | $220.0K | 0.02% | +787 | New |
| Burney Co | 782 | $219.0K | 0.01% | +782 | New |
| Wimmer Associates 1, LLC | 783 | $219.0K | 0.13% | +783 | New |
| Keebeck Wealth Management, LLC | 784 | $219.0K | 0.03% | +784 | New |
| qPULA Trading Management LP | 784 | $219.0K | 0.39% | +784 | New |
| Peterson Wealth Management | 774 | $216.0K | 0.17% | −1,750−69.3% | Reduced |
| Great Lakes Advisors, LLC | 772 | $216.0K | 0.00% | +772 | New |
| GFG Capital, LLC | 765 | $214.0K | 0.06% | +765 | New |
| Apollon Wealth Management, LLC | 763 | $213.0K | 0.04% | −1,106−59.2% | Reduced |
| Enterprise Bank & Trust Co | 762 | $213.0K | 0.08% | +762 | New |
| Professional Advisory Services Inc | 750 | $210.0K | 0.03% | +750 | New |
| First American Bank | 750 | $210.0K | 0.01% | +750 | New |
| Tiedemann Advisors, LLC | 750 | $210.0K | 0.01% | +750 | New |
| Roman Butler Fullerton & Co | 747 | $209.0K | 0.10% | +747 | New |
| Sound View Wealth Advisors Group, LLC | 719 | $201.0K | 0.04% | +719 | New |
| Rosenberg Matthew Hamilton | 700 | $196.0K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 703 | $196.0K | 0.02% | +30+4.5% | Added |
| Brewin Dolphin Ltd | 698 | $195.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 665 | $186.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 655 | $183.0K | 0.03% | +655 | New |
| Selective Wealth Management, Inc. | 650 | $182.0K | 0.15% | +650 | New |
| Walled Lake Planning & Wealth Management, LLC | 647 | $181.0K | 0.12% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 620 | $173.0K | 0.01% | +270+77.1% | Added |
| Penserra Capital Management LLC | 615 | $171.0K | 0.00% | +172+38.8% | Added |
| SRS Capital Advisors, Inc. | 609 | $170.0K | 0.02% | +609 | New |
| TFC Financial Management | 573 | $160.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 571 | $160.0K | 0.02% | +8+1.4% | Added |
| Hantz Financial Services, Inc. | 550 | $154.0K | 0.01% | +31+6.0% | Added |
| CVA Family Office, LLC | 550 | $154.0K | 0.04% | +345+168.3% | Added |
| Zions Bancorporation, N.A. | 546 | $153.0K | 0.02% | −1,156−67.9% | Reduced |
| Jupiter Wealth Management LLC | 500 | $151.0K | 0.07% | 00.0% | Unchanged |
| Firestone Capital Management | 541 | $151.0K | 0.05% | 00.0% | Unchanged |
| BBVA USA | 516 | $145.0K | 0.01% | +516 | New |
| SOA Wealth Advisors, LLC. | 500 | $139.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 494 | $138.0K | 0.04% | +39+8.6% | Added |
| Concord Wealth Partners | 458 | $128.0K | 0.04% | −7−1.5% | Reduced |
| TD Private Client Wealth LLC | 451 | $126.1K | 0.01% | −132−22.6% | Reduced |
| GVO Asset Management Ltd | 436 | $122.0K | 0.10% | +136+45.3% | Added |
| AdvisorNet Financial, Inc | 434 | $121.0K | 0.01% | −174−28.6% | Reduced |
| Sonora Investment Management, LLC | 425 | $119.0K | 0.02% | −83−16.3% | Reduced |
| North Star Investment Management Corp. | 421 | $118.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 407 | $114.0K | 0.05% | +407 | New |
| KB Financial Partners, LLC | 392 | $110.0K | 0.04% | −435−52.6% | Reduced |
| Stelac Advisory Services LLC | 391 | $109.0K | 0.02% | −313−44.5% | Reduced |
| First Horizon Advisors, Inc. | 389 | $108.0K | 0.01% | +52+15.4% | Added |
| Psagot Investment House Ltd. | 380 | $106.0K | 0.00% | −100−20.8% | Reduced |
| Larson Financial Group LLC | 371 | $104.0K | 0.02% | −10−2.6% | Reduced |
| Huntington National Bank | 350 | $98.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 341 | $95.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 325 | $91.0K | 0.00% | +10+3.2% | Added |