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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 107 | $28.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 108 | $28.0K | 0.00% | +108 | New |
| Glassman Wealth Services | 114 | $29.0K | 0.01% | +5+4.6% | Added |
| BerganKDV Wealth Management, LLC | 118 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 119 | $31.0K | 0.01% | +77+183.3% | Added |
| Smithfield Trust Co | 128 | $33.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 133 | $34.0K | 0.01% | −325−71.0% | Reduced |
| First Quadrant L P | 132 | $34.0K | 0.00% | +132 | New |
| Liberty Wealth Management LLC | 136 | $35.0K | 0.01% | +98+257.9% | Added |
| Ellis Investment Partners, LLC | 140 | $36.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 144 | $36.0K | 0.00% | +54+60.0% | Added |
| Avion Wealth | 153 | $39.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 151 | $39.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $43.0K | 0.03% | −350−63.6% | Reduced |
| Arrow Financial Corp | 170 | $44.0K | 0.01% | +170 | New |
| Toth Financial Advisory Corp | 175 | $45.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 180 | $46.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 186 | $48.0K | 0.01% | −1,800−90.6% | Reduced |
| Tradewinds Capital Management, LLC | 192 | $49.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 200 | $51.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 200 | $51.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $51.0K | 0.01% | +100+100.0% | Added |
| Herold Advisors, Inc. | 200 | $51.0K | 0.02% | +200 | New |
| Front Row Advisors LLC | 210 | $54.0K | 0.02% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 208 | $54.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 222 | $57.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 227 | $58.0K | 0.00% | −5−2.2% | Reduced |
| TCI Wealth Advisors, Inc. | 236 | $61.0K | 0.01% | +24+11.3% | Added |
| Whittier Trust Co | 239 | $62.0K | 0.00% | +239 | New |
| Jacobi Capital Management LLC | 245 | $63.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 250 | $64.0K | 0.00% | +250 | New |
| FNY Investment Advisers, LLC | 251 | $64.0K | 0.03% | +251 | New |
| Adirondack Trust Co | 235 | $65.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 259 | $67.0K | 0.01% | −112−30.2% | Reduced |
| Carolinas Wealth Consulting LLC | 267 | $69.0K | 0.02% | +222+493.3% | Added |
| Institutional & Family Asset Management, LLC | 290 | $75.0K | 0.01% | +96+49.5% | Added |
| Psagot Investment House Ltd. | 300 | $77.0K | 0.01% | −80−21.1% | Reduced |
| Caz Investments LP | 300 | $77.0K | 0.10% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $77.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $77.0K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 300 | $77.0K | 0.01% | +300 | New |
| Global Retirement Partners, LLC | 303 | $78.0K | 0.01% | +40+15.2% | Added |
| Kowal Investment Group, LLC | 315 | $81.0K | 0.03% | +315 | New |
| FourThought Financial, LLC | 320 | $82.0K | 0.01% | +19+6.3% | Added |
| Lindbrook Capital, LLC | 322 | $83.0K | 0.02% | +19+6.3% | Added |
| Capital Analysts, LLC | 329 | $84.0K | 0.01% | +134+68.7% | Added |
| Meeder Asset Management Inc | 333 | $86.0K | 0.00% | −3,769−91.9% | Reduced |
| First Horizon Advisors, Inc. | 347 | $88.0K | 0.00% | −42−10.8% | Reduced |
| Stephenson National Bank & Trust | 341 | $88.0K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 400 | $103.0K | 0.04% | +400 | New |
| North Star Investment Management Corp. | 406 | $105.0K | 0.01% | −15−3.6% | Reduced |
| Allworth Financial LP | 410 | $106.0K | 0.00% | +324+376.7% | Added |
| TSFG, LLC | 417 | $107.0K | 0.04% | +10+2.5% | Added |
| TD Private Client Wealth LLC | 418 | $107.6K | 0.00% | −33−7.3% | Reduced |
| Huntington National Bank | 444 | $114.0K | 0.00% | +94+26.9% | Added |
| WFA of San Diego, LLC | 464 | $119.0K | 0.08% | +464 | New |
| Alpha Paradigm Partners, LLC | 495 | $127.0K | 0.05% | −459−48.1% | Reduced |
| HHM Wealth Advisors, LLC | 494 | $127.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $129.0K | 0.08% | +300+150.0% | Added |
| Cahill Financial Advisors Inc | 516 | $133.0K | 0.03% | +516 | New |
| Zions Bancorporation, N.A. | 534 | $137.0K | 0.01% | −12−2.2% | Reduced |
| SOA Wealth Advisors, LLC. | 536 | $137.0K | 0.04% | +36+7.2% | Added |
| Total Clarity Wealth Management, Inc. | 562 | $145.0K | 0.07% | +562 | New |
| TFC Financial Management | 573 | $148.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 580 | $149.0K | 0.00% | +580 | New |
| Firestone Capital Management | 541 | $151.0K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 592 | $152.0K | 0.00% | +507+596.5% | Added |
| Quadrant Capital Group LLC | 628 | $162.0K | 0.02% | +57+10.0% | Added |
| Arkadios Wealth Advisors | 652 | $167.0K | 0.02% | −51−7.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 647 | $167.0K | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 658 | $169.0K | 0.00% | −7−1.1% | Reduced |
| Penserra Capital Management LLC | 681 | $175.0K | 0.00% | +66+10.7% | Added |
| Brewin Dolphin Ltd | 695 | $178.9K | 0.01% | −3−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 700 | $180.0K | 0.07% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 745 | $192.0K | 0.01% | +125+20.2% | Added |
| Beacon Pointe Advisors, LLC | 783 | $202.0K | 0.00% | −132−14.4% | Reduced |
| Keebeck Wealth Management, LLC | 784 | $202.0K | 0.04% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 790 | $203.0K | 0.00% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 792 | $203.0K | 0.06% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 787 | $203.0K | 0.06% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 800 | $206.0K | 0.25% | +800 | New |
| Glenmede Trust Co NA | 805 | $207.0K | 0.00% | +16+2.0% | Added |
| Peterson Wealth Management | 805 | $207.0K | 0.16% | +31+4.0% | Added |
| Latitude Advisors, LLC | 812 | $209.0K | 0.07% | +812 | New |
| Camden Capital, LLC | 819 | $211.0K | 0.04% | +1+0.1% | Added |
| Headinvest, LLC | 822 | $212.0K | 0.04% | +822 | New |
| Riversedge Advisors, LLC | 825 | $212.0K | 0.07% | +825 | New |
| Burney Co | 832 | $214.0K | 0.01% | +50+6.4% | Added |
| Burns Matteson Capital Management, LLC | 837 | $215.5K | 0.16% | +837 | New |
| BBVA USA | 860 | $221.0K | 0.01% | +344+66.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 862 | $222.0K | 0.08% | −2,903−77.1% | Reduced |
| Smith, Moore & Co. | 870 | $224.0K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 873 | $225.0K | 0.03% | −45−4.9% | Reduced |
| MPS Loria Financial Planners, LLC | 881 | $226.0K | 0.10% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 885 | $228.0K | 0.03% | −98−10.0% | Reduced |
| Reilly Financial Advisors, LLC | 885 | $228.0K | 0.02% | −33−3.6% | Reduced |
| Financial Architects, Inc | 886 | $228.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 886 | $228.0K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 885 | $228.0K | 0.01% | 00.0% | Unchanged |