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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 891 | $229.0K | 0.06% | +43+5.1% | Added |
| Welch & Forbes LLC | 895 | $231.0K | 0.00% | +45+5.3% | Added |
| Winton Group Ltd | 902 | $232.0K | 0.01% | −610−40.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 903 | $232.0K | 0.00% | 00.0% | Unchanged |
| Saturna Capital CORP | 900 | $232.0K | 0.00% | +80+9.8% | Added |
| Inscription Capital, LLC | 902 | $232.0K | 0.07% | +902 | New |
| Visionary Wealth Advisors | 907 | $233.0K | 0.02% | −30−3.2% | Reduced |
| West Family Investments, Inc. | 919 | $237.0K | 0.06% | +14+1.5% | Added |
| Sonora Investment Management, LLC | 925 | $238.0K | 0.03% | +500+117.6% | Added |
| Calton & Associates, Inc. | 934 | $240.0K | 0.05% | −116−11.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 934 | $240.0K | 0.05% | +215+29.9% | Added |
| Maven Securities LTD | 931 | $240.0K | 0.03% | +931 | New |
| Hantz Financial Services, Inc. | 936 | $241.0K | 0.01% | +386+70.2% | Added |
| Centric Wealth Management | 941 | $242.0K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 947 | $244.0K | 0.03% | +184+24.1% | Added |
| Ridgewood Investments LLC | 950 | $245.0K | 0.17% | −475−33.3% | Reduced |
| Yorktown Management & Research Co Inc | 960 | $247.0K | 0.19% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 964 | $248.2K | 0.13% | 00.0% | Unchanged |
| Exane Derivatives | 969 | $249.4K | 0.06% | +90+10.2% | Added |
| Buckingham Strategic Wealth, LLC | 974 | $251.0K | 0.01% | −2−0.2% | Reduced |
| Blueshift Asset Management, LLC | 978 | $252.0K | 0.01% | −6,631−87.1% | Reduced |
| Hohimer Wealth Management, LLC | 978 | $252.0K | 0.05% | −600−38.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 993 | $256.0K | 0.15% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 1,000 | $257.0K | 0.20% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $257.0K | 0.06% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,007 | $258.0K | 0.09% | +65+6.9% | Added |
| Capital Wealth Planning, LLC | 1,006 | $259.0K | 0.01% | −230−18.6% | Reduced |
| Marcum Wealth, LLC | 1,005 | $259.0K | 0.04% | +1,005 | New |
| Regal Investment Advisors LLC | 1,012 | $261.0K | 0.03% | −111−9.9% | Reduced |
| Capstone Investment Advisors, LLC | 1,021 | $263.0K | 0.00% | +1,021 | New |
| Palumbo Wealth Management LLC | 1,026 | $264.0K | 0.17% | −460−31.0% | Reduced |
| Gsa Capital Partners LLP | 1,029 | $265.0K | 0.03% | −682−39.9% | Reduced |
| Berkeley Capital Partners, LLC | 1,036 | $267.0K | 0.12% | +42+4.2% | Added |
| Intellectus Partners, LLC | 1,050 | $270.0K | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,055 | $271.0K | 0.10% | +1,055 | New |
| Seeyond | 1,064 | $273.0K | 0.03% | −11−1.0% | Reduced |
| Hollencrest Capital Management | 1,064 | $274.0K | 0.02% | +1,064 | New |
| Buckley Wealth Management, LLC | 1,070 | $275.0K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 1,077 | $277.0K | 0.06% | +96+9.8% | Added |
| Comerica Bank | 1,013 | $278.0K | 0.00% | −5,226−83.8% | Reduced |
| Frank, Rimerman Advisors LLC | 1,080 | $278.0K | 0.11% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,084 | $279.0K | 0.02% | +1,084 | New |
| Foundry Partners, LLC | 1,089 | $280.0K | 0.01% | +292+36.6% | Added |
| Sandbox Financial Partners, LLC | 1,093 | $281.0K | 0.20% | −246−18.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,090 | $281.0K | 0.08% | +1,090 | New |
| StoneX Group Inc. | 1,095 | $282.0K | 0.04% | −81−6.9% | Reduced |
| Knightsbridge Asset Management, LLC | 1,100 | $283.0K | 0.10% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,048 | $283.0K | 0.13% | +301+40.3% | Added |
| Coldstream Capital Management Inc | 1,327 | $286.0K | 0.01% | +316+31.3% | Added |
| TCG Advisory Services, LLC | 1,116 | $287.0K | 0.08% | −111−9.0% | Reduced |
| Oder Investment Management, LLC | 1,118 | $287.0K | 0.42% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,116 | $287.0K | 0.18% | +1,116 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,124 | $289.0K | 0.00% | −1,102−49.5% | Reduced |
| NorthCoast Asset Management LLC | 1,122 | $289.0K | 0.01% | +10+0.9% | Added |
| PDS Planning, Inc | 1,135 | $292.0K | 0.07% | +12+1.1% | Added |
| Atticus Wealth Management, LLC | 1,140 | $293.0K | 0.13% | −46−3.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,148 | $295.0K | 0.07% | +53+4.8% | Added |
| Main Street Financial Solutions, LLC | 1,155 | $297.0K | 0.05% | +20+1.8% | Added |
| Zacks Investment Management | 1,155 | $297.0K | 0.00% | +126+12.2% | Added |
| KG&L Capital Management,LLC | 1,159 | $298.0K | 0.13% | −75−6.1% | Reduced |
| Essex Financial Services, Inc. | 1,162 | $299.0K | 0.03% | −129−10.0% | Reduced |
| Veracity Capital LLC | 1,175 | $302.0K | 0.13% | −78−6.2% | Reduced |
| First Manhattan Co | 1,175 | $302.0K | 0.00% | +150+14.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,182 | $304.0K | 0.00% | −4,166−77.9% | Reduced |
| First National Bank of Omaha | 1,181 | $304.0K | 0.02% | −207−14.9% | Reduced |
| Nations Financial Group Inc, | 1,187 | $306.0K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,200 | $309.0K | 0.19% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 1,205 | $310.0K | 0.02% | +25+2.1% | Added |
| PAX Financial Group, LLC | 1,204 | $310.0K | 0.08% | +300+33.2% | Added |
| Kingsview Wealth Management, LLC | 1,211 | $312.0K | 0.01% | +252+26.3% | Added |
| Mirador Capital Partners LP | 1,221 | $314.0K | 0.07% | −54−4.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,218 | $314.0K | 0.11% | +1,218 | New |
| Bradley Foster & Sargent Inc | 1,225 | $315.0K | 0.01% | −70−5.4% | Reduced |
| PSI Advisors, LLC | 1,241 | $319.0K | 0.15% | +60+5.1% | Added |
| Dorsey & Whitney Trust CO LLC | 1,244 | $320.0K | 0.03% | −219−15.0% | Reduced |
| Resources Investment Advisors, LLC. | 1,250 | $322.0K | 0.01% | −250−16.7% | Reduced |
| Wealth Architects, LLC | 1,255 | $323.0K | 0.06% | +62+5.2% | Added |
| Balasa Dinverno & Foltz LLC | 1,259 | $324.0K | 0.02% | −19−1.5% | Reduced |
| Holderness Investments Co | 1,269 | $327.0K | 0.11% | +15+1.2% | Added |
| Crossmark Global Holdings, Inc. | 1,270 | $327.0K | 0.01% | +90+7.6% | Added |
| Formidable Asset Management, LLC | 1,287 | $331.0K | 0.06% | −237−15.6% | Reduced |
| Icon Wealth Partners, LLC | 1,284 | $331.0K | 0.04% | +418+48.3% | Added |
| Paradigm Asset Management Co LLC | 1,300 | $334.7K | 0.09% | −100−7.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,302 | $335.0K | 0.00% | −72,815−98.2% | Reduced |
| Azimuth Capital Management LLC | 1,300 | $335.0K | 0.01% | −100−7.1% | Reduced |
| Biltmore Capital Advisors LLC | 1,300 | $335.0K | 0.06% | +500+62.5% | Added |
| Campbell & CO Investment Adviser LLC | 1,300 | $335.0K | 0.11% | +1,300 | New |
| Gleason Group, Inc. | 1,307 | $336.0K | 0.12% | −1−0.1% | Reduced |
| Capital Markets Trading UK LLP | 1,310 | $336.0K | 0.26% | +1,310 | New |
| Koshinski Asset Management, Inc. | 1,308 | $336.7K | 0.03% | +443+51.2% | Added |
| Oakmont Corp | 1,316 | $339.0K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 1,333 | $343.0K | 0.00% | +129+10.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,347 | $347.0K | 0.25% | −56−4.0% | Reduced |
| Synovus Financial Corp | 1,344 | $350.0K | 0.00% | −321−19.3% | Reduced |
| ACG Wealth | 1,392 | $358.0K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,390 | $358.0K | 0.01% | +618+80.1% | Added |
| Orion Portfolio Solutions, LLC | 1,395 | $359.0K | 0.01% | −275−16.5% | Reduced |
| NuWave Investment Management, LLC | 1,401 | $361.0K | 0.41% | +1,401 | New |
| One Capital Management, LLC | 1,410 | $362.0K | 0.03% | −50−3.4% | Reduced |
| Cigna Investments Inc | 1,423 | $366.0K | 0.03% | 00.0% | Unchanged |