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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 12 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $7.87B in total; no superinvestor holds it.

Q3 2021 vs. Q2 2021

How the institutions holding DocuSign, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of DOCU: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,028181,043+33
Shares149.2M137.5K152.5M+3.42M (+2.3%)
Value$41.7B$38.4M$39.2B−$2.42B (−5.8%)

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (130)

Institutions that held DocuSign, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 130 by value.

Institutions new to DOCU in Q3 2021
InstitutionSharesValue% of portfolio
Liontrust Investment Partners LLP668,700$172.1M2.38%
HRT Financial LP413,525$106.5M0.65%
Alkeon Capital Management LLC149,321$38.4M0.13%
ExodusPoint Capital Management, LP130,886$33.7M0.50%
Quadrature Capital Ltd94,642$24.4M0.88%
La Financiere de L'Echiquier87,500$22.5M0.76%
Pictet Asset Management SA65,424$16.8M0.02%
Capitolis Advisors LLC59,552$16.1M0.15%
Qube Research & Technologies Ltd43,285$11.1M0.14%
Badgley Phelps Wealth Managers, LLC35,214$9.06M0.33%
Smith Group Asset Management, LLC32,500$8.37M0.43%
HBK Investments L P32,491$8.36M0.12%
Dymon Asia Capital (Singapore) Pte. Ltd.21,547$5.55M3.45%
Trexquant Investment LP18,164$4.68M0.37%
Essex LLC15,256$3.93M1.09%
Atlas Principals, LLC15,000$3.86M3.40%
Bokf, NA14,115$3.63M0.06%
Tredje AP-fonden14,000$3.60M0.08%
Marshall Wace, LLP13,074$3.37M0.02%
Karp Capital Management Corp12,620$3.25M0.46%
Venturi Wealth Management, LLC11,009$2.83M0.24%
Crawford Lake Capital Management, LLC10,940$2.82M1.81%
Roberts Wealth Advisors, LLC10,237$2.63M1.04%
CMT Capital Markets Trading GmbH10,256$2.63M1.00%
Magnetar Financial LLC9,731$2.50M0.03%
Peapack Gladstone Financial Corp7,939$2.04M0.04%
U.S. Capital Wealth Advisors, LLC7,794$2.01M0.09%
Strategic Advisors LLC6,433$1.66M0.36%
Echo Street Capital Management LLC6,330$1.63M0.01%
Algert Global LLC5,878$1.51M0.20%
AlphaCrest Capital Management LLC5,861$1.51M0.08%
B. Riley Wealth Management, Inc.5,358$1.38M0.11%
Prime Capital Investment Advisors, LLC5,222$1.34M0.08%
Ferris Capital, LLC4,996$1.27M0.27%
FORA Capital, LLC4,460$1.15M0.29%
Polar Asset Management Partners Inc.4,340$1.12M0.01%
Siemens Fonds Invest GmbH3,672$945.0K0.06%
Core Wealth Advisors, Inc.3,560$916.0K0.61%
Integrated Wealth Concepts LLC3,019$777.0K0.03%
Private Advisory Group LLC2,871$739.0K0.18%
Pensionfund DSM Netherlands2,800$721.0K0.09%
Bayesian Capital Management, LP2,800$721.0K0.21%
Levin Capital Strategies, L.P.2,782$716.0K0.07%
Barings LLC2,717$699.0K0.02%
Abner Herrman & Brock LLC2,650$682.0K0.10%
Financial Partners Group, Inc2,640$680.0K0.16%
Fulcrum Asset Management LLP–$651.0K0.32%
Gluskin Sheff & Assoc Inc2,322$598.0K0.03%
Ci Investments Inc.2,286$588.0K0.00%
Advisory Resource Group2,265$583.0K0.21%
Boothbay Fund Management, LLC2,215$570.0K0.02%
Tennessee Valley Asset Management Partners2,131$549.0K0.21%
Kemnay Advisory Services Inc.2,095$539.0K0.07%
Awm Capital, LLC2,000$528.0K0.40%
FIL Ltd1,925$496.0K0.00%
E Fund Management Co., Ltd.1,820$469.0K0.02%
Baker Tilly Wealth Management, LLC1,795$462.0K0.06%
Fulcrum Equity Management1,727$445.0K0.17%
Silvercrest Asset Management Group LLC1,646$424.0K0.00%
Wade G W & Inc1,603$413.0K0.02%
Citizens Financial Group Inc1,542$397.0K0.01%
Bank of Nova Scotia1,540$396.0K0.00%
Verition Fund Management LLC1,535$395.0K0.01%
First Citizens Bank & Trust Co1,532$394.0K0.02%
Fulton Breakefield Broenniman LLC1,528$393.0K0.03%
Cullinan Associates Inc1,500$386.0K0.02%
Cutler Group LP1,458$375.0K0.03%
CastleArk Alternatives, LLC1,450$373.0K0.01%
Tocqueville Asset Management L.P.1,430$368.0K0.01%
NuWave Investment Management, LLC1,401$361.0K0.41%
Capital Markets Trading UK LLP1,310$336.0K0.26%
Campbell & CO Investment Adviser LLC1,300$335.0K0.11%
Walter & Keenan Financial Consulting Co1,218$314.0K0.11%
WESPAC Advisors, LLC1,116$287.0K0.18%
Redhawk Wealth Advisors, Inc.1,090$281.0K0.08%
Virtu Financial LLC1,084$279.0K0.02%
Hollencrest Capital Management1,064$274.0K0.02%
Symphony Financial, Ltd. Co.1,055$271.0K0.10%
Capstone Investment Advisors, LLC1,021$263.0K0.00%
Marcum Wealth, LLC1,005$259.0K0.04%
Maven Securities LTD931$240.0K0.03%
Inscription Capital, LLC902$232.0K0.07%
Burns Matteson Capital Management, LLC837$215.5K0.16%
Headinvest, LLC822$212.0K0.04%
Riversedge Advisors, LLC825$212.0K0.07%
Latitude Advisors, LLC812$209.0K0.07%
Enlightenment Research, LLC800$206.0K0.25%
Assetmark, Inc580$149.0K0.00%
Total Clarity Wealth Management, Inc.562$145.0K0.07%
Cahill Financial Advisors Inc516$133.0K0.03%
WFA of San Diego, LLC464$119.0K0.08%
Mascoma Wealth Management LLC400$103.0K0.04%
Kowal Investment Group, LLC315$81.0K0.03%
Psagot Value Holdings Ltd. / (Israel)300$77.0K0.01%
Compagnie Lombard Odier SCmA250$64.0K0.00%
FNY Investment Advisers, LLC251$64.0K0.03%
Whittier Trust Co239$62.0K0.00%
Herold Advisors, Inc.200$51.0K0.02%
Arrow Financial Corp170$44.0K0.01%
First Quadrant L P132$34.0K0.00%

Sold out (97)

Institutions that held DocuSign, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of DOCU in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Holocene Advisors, LP220,110$61.5M
Kayak Investment Partners LLC105,031$29.4M
Capital Fund Management S.A.76,434$21.4M
KCL Capital, L.P.44,575$12.5M
AMS Capital Ltda40,000$11.2M
Navellier & Associates Inc33,994$9.50M
Fullerton Fund Management Co Ltd.28,570$7.99M
O'Neil Global Advisors, Inc.23,760$6.64M
Twinbeech Capital LP19,865$5.55M
Strategic Wealth Advisors Group, LLC18,226$5.09M
State of Tennessee, Treasury Department16,064$4.49M
Skye Global Management LP15,400$4.30M
Yale University13,325$3.73M
WBI Investments10,950$3.06M
Athanor Capital, LP10,843$3.03M
Caxton Associates LP10,700$2.99M
F/M Investments LLC10,429$2.92M
Paloma Partners Management Co10,233$2.86M
Alight Capital Management LP10,000$2.80M
Maytus Capital Management, LLC10,000$2.80M
Peregrine Asset Advisers, Inc.9,513$2.66M
AXS Investments LLC9,013$2.52M
ETF Managers Group, LLC7,740$2.20M
Two Sigma Securities, LLC5,024$1.41M
Jackson Wealth Management, LLC5,000$1.40M
Kornitzer Capital Management Inc4,775$1.33M
Grandview Asset Management LLC4,733$1.32M
Axiom Investment Management LLC4,625$1.29M
BP PLC4,539$1.27M
Sante Capital Fund, LP4,284$1.20M
XTX Topco Ltd4,169$1.17M
Mass General Brigham, Inc4,003$1.12M
Point72 Asset Management, L.P.4,000$1.12M
BIT Capital GmbH3,900$1.09M
Hall Private Wealth Advisors3,725$1.04M
Breakline Capital LLC3,432$959.0K
Teilinger Capital Ltd.2,500$699.0K
Robertson Stephens Wealth Management, LLC2,306$644.0K
Founders Financial Securities LLC2,163$605.0K
Boardman Bay Capital Management LLC2,040$570.0K
Cim Investment Mangement Inc1,807$505.0K
Odey Asset Management Group Ltd1,656$463.0K
New World Advisors LLC1,486$415.0K
Tudor Investment Corp Et Al1,474$412.0K
Cypress Wealth Services, LLC1,312$367.0K
Walleye Capital LLC1,240$347.0K
Spouting Rock Asset Management, LLC1,176$329.0K
AlphaStar Capital Management, LLC1,105$309.0K
Foster Victor Wealth Advisors, LLC1,100$308.0K
Vanguard Capital Wealth Advisors1,070$299.0K
Lombard Odier Asset Management (Switzerland) SA1,041$291.0K
Sequoia Financial Advisors, LLC1,011$283.0K
Precept Management LLC1,000$280.0K
Pallas Capital Advisors LLC921$278.0K
Dorchester Wealth Management Co980$274.0K
BNC Wealth Management, LLC902$252.0K
Quantitative Systematic Strategies LLC899$251.0K
Transform Wealth, LLC881$246.0K
Williams Jones Wealth Management, LLC.875$245.0K
Jump Financial, LLC879$245.0K
Shikiar Asset Management Inc860$240.0K
Laurel Wealth Advisors, Inc.858$240.0K
Invst, LLC830$234.0K
M&G Investment Management Ltd829$232.0K
Tandem Capital Management Corp825$231.0K
All Season Financial Advisors, Inc.822$230.0K
Regent Peak Wealth Advisors LLC758$226.0K
Menard Financial Group LLC793$222.0K
Telemus Capital, LLC787$220.0K
Wimmer Associates 1, LLC783$219.0K
qPULA Trading Management LP784$219.0K
GFG Capital, LLC765$214.0K
Enterprise Bank & Trust Co762$213.0K
Professional Advisory Services Inc750$210.0K
First American Bank750$210.0K
Tiedemann Advisors, LLC750$210.0K
Strategic Blueprint, LLC655$183.0K
GVO Asset Management Ltd436$122.0K
KB Financial Partners, LLC392$110.0K
Stelac Advisory Services LLC391$109.0K
Personal Wealth Partners265$74.0K
HBC Financial Services, PLLC5,360$56.0K
WealthShield Partners, LLC192$54.0K
Eubel Brady & Suttman Asset Management Inc170$34.0K
Enterprise Financial Services Corp108$30.0K
Retirement Group, LLC100$28.0K
Savior LLC100$28.0K
Red Door Wealth Management, LLC96$26.0K
Kessler Investment Group, LLC62$17.0K
Optiver Holding B.V.59$16.0K
Optimum Investment Advisors50$14.0K
Paragon Wealth Strategies, LLC46$13.0K
Trust Co of Vermont40$11.0K
Carolina Wealth Advisors, LLC30$8.00K
Standard Family Office LLC11$3.00K
Ten Capital Wealth Advisors, LLC11$3.00K
Ford Financial Group, LLC3$0

Not filed for Q3 2021 yet (18)

Institutions that held DocuSign, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd63,657$17.8M
Badgley Phelps & Bell Inc21,476$6.00M
Financial Consulate Inc.15,949$4.46M
Usca Ria LLC13,886$3.88M
Princeton Portfolio Strategies Group LLC7,865$2.20M
Western Wealth Management, LLC7,177$2.01M
GoalVest Advisory LLC2,243$627.0K
CWM, LLC1,141$319.0K
Bel Air Investment Advisors LLC1,060$296.0K
Cipher Capital LP936$262.0K
QS Investors, LLC922$258.0K
20/20 Capital Management, Inc.806$225.0K
Hoover Financial Advisors, Inc.158$44.0K
PNC Managed Account Solutions, Inc.134$37.0K
FormulaFolio Investments, LLC60$17.0K
Elmwood Wealth Management, Inc.35$10.0K
First Horizon Corp4$1.00K
Horan Securities, Inc.3$1.00K