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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.

13F holders, Q3 2021

Institutional positions in DocuSign, Inc. as of Sep 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
1,043
+33 vs. Q2 2021
Shares held
152.5M
+3.42M (+2.3%) vs. Q2 2021
Total value
$39.2B
−$2.42B (−5.8%) vs. Q2 2021
New holders
130
439 more added
Sold out
97
317 more reduced

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 1,043 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 heldQ3 2021: $39.2B
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, Q3 2021

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2021.

Institutions holding DOCU in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc1$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.1$00.00%+1New
Howe & Rusling Inc5$1.00K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC5$1.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.5$1.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc4$1.00K0.00%+4New
Private Ocean, LLC4$1.00K0.00%+4New
Johnson Midwest Financial, LLC5$1.00K0.00%+5New
PEAK6 Investments LLC4$1.00K0.00%+4New
Alaethes Wealth LLC5$1.00K0.00%+5New
Red Tortoise LLC13$1.00K0.00%+13New
Crewe Advisors LLC9$2.00K0.00%00.0%Unchanged
Davidson Capital Management Inc.9$2.00K0.00%−2−18.2%Reduced
Annapolis Financial Services, LLC9$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC6$2.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC7$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.6$2.00K0.00%+1+20.0%Added
Lee Financial Co7$2.00K0.00%+7New
TD Ameritrade Investment Management, LLC8$2.00K0.00%+8New
Berkshire Capital Holdings Inc10$3.00K0.00%−83,360−100.0%Reduced
True Link Financial Advisors, LLC13$3.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC10$3.00K0.00%00.0%Unchanged
Ironwood Financial, llc10$3.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC10$3.00K0.00%00.0%Unchanged
Piscataqua Savings Bank10$3.00K0.00%+10New
Sutton Wealth Advisors Inc.13$3.35K0.00%00.0%Unchanged
Fortis Advisors, LLC17$4.00K0.00%+17New
Wealth Quarterback LLC16$5.00K0.00%−10−38.5%Reduced
Clearstead Advisors, LLC20$5.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC20$5.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.19$5.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.20$5.00K0.00%+20New
Providence Capital Advisors, LLC20$5.00K0.00%+20New
Strategic Asset Management, LLC18$5.00K0.01%+18New
Tucker Asset Management LLC18$5.01K0.00%+18New
McIlrath & Eck, LLC25$6.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.25$6.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC27$6.95K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.28$7.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC26$7.00K0.00%+26New
Security National Trust Co28$8.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC30$8.00K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$8.00K0.00%–New
Vectors Research Management, LLC34$9.00K0.00%−26−43.3%Reduced
Webster Bank, N. A.35$9.00K0.00%00.0%Unchanged
Old North State Trust, LLC34$9.00K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC39$10.0K0.00%00.0%Unchanged
Better Money Decisions, LLC37$10.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC37$10.0K0.00%+20+117.6%Added
JCIC Asset Management Inc.43$11.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC44$11.0K0.00%+34+340.0%Added
Spectrum Management Group, LLC42$11.0K0.00%+42New
Bell Investment Advisors, Inc42$11.0K0.00%+42New
State of Wyoming48$12.0K0.01%−66−57.9%Reduced
Evolution Wealth Advisors, LLC47$12.0K0.00%−23−32.9%Reduced
Advent Capital Management45$12.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.49$12.0K0.00%00.0%Unchanged
Pacifica Partners Inc.45$12.0K0.01%00.0%Unchanged
Atlas Private Wealth Advisors50$13.0K0.01%00.0%Unchanged
Private Capital Group, LLC51$13.0K0.00%+5+10.9%Added
Syverson Strege & Co51$13.0K0.01%+11+27.5%Added
JFS Wealth Advisors, LLC50$13.0K0.00%+50New
Sargent Bickham Lagudis LLC50$13.0K0.00%+50New
Loring Wolcott & Coolidge Fiduciary Advisors LLP56$14.0K0.00%+10+21.7%Added
Laurel Wealth Advisors LLC57$15.0K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC58$15.0K0.00%+58New
Lumature Wealth Partners, LLC60$15.0K0.01%+60New
Carroll Financial Associates, Inc.66$16.0K0.00%−871−93.0%Reduced
Archer Investment Corp63$16.2K0.01%−60−48.8%Reduced
MUFG Americas Holdings Corp65$17.0K0.00%00.0%Unchanged
Close Asset Management Ltd70$18.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.70$18.0K0.01%+29+70.7%Added
Antonetti Capital Management LLC71$18.0K0.01%+71New
Activest Wealth Management68$18.0K0.01%+68New
Delos Wealth Advisors, LLC72$19.0K0.02%00.0%Unchanged
Baystate Wealth Management LLC76$20.0K0.00%00.0%Unchanged
Kings Point Capital Management83$21.0K0.00%−6−6.7%Reduced
Prentice Wealth Management LLC80$21.0K0.01%00.0%Unchanged
Logan Capital Management Inc80$21.0K0.00%+40+100.0%Added
Tradition Wealth Management, LLC81$21.0K0.00%+81New
Avondale Wealth Management91$23.0K0.02%−143−61.1%Reduced
Albion Financial Group89$23.0K0.00%+20+29.0%Added
Earnest Partners LLC95$24.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$25.0K0.00%+15+17.6%Added
Bedel Financial Consulting, Inc.99$25.0K0.01%+36+57.1%Added
Bartlett & Co. Wealth Management LLC100$25.7K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$25.7K0.03%00.0%Unchanged
AdvisorNet Financial, Inc100$26.0K0.00%−334−77.0%Reduced
Salem Investment Counselors Inc100$26.0K0.00%00.0%Unchanged
Bartlett & Co. LLC100$26.0K0.00%00.0%Unchanged
Cordasco Financial Network100$26.0K0.02%00.0%Unchanged
Joseph P. Lucia & Associates, LLC100$26.0K0.02%00.0%Unchanged
Sandy Spring Bank101$26.0K0.00%+36+55.4%Added
Winch Advisory Services, LLC100$26.0K0.01%+100New
SRS Capital Advisors, Inc.105$27.0K0.00%−504−82.8%Reduced
Clearview Wealth Advisors LLC105$27.0K0.02%−47−30.9%Reduced
Focused Wealth Management, Inc103$27.0K0.00%+103New
Wagner Wealth Management, LLC98$27.0K0.02%+98New
NewSquare Capital LLC110$28.0K0.00%00.0%Unchanged