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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 1,426 | $367.0K | 0.02% | +35+2.5% | Added |
| Keebeck Alpha, LP | 1,427 | $367.0K | 0.11% | +605+73.6% | Added |
| Tocqueville Asset Management L.P. | 1,430 | $368.0K | 0.01% | +1,430 | New |
| Wolff Wiese Magana LLC | 1,433 | $369.0K | 0.26% | +90+6.7% | Added |
| Chicago Partners Investment Group LLC | 1,452 | $370.0K | 0.03% | −99−6.4% | Reduced |
| Castleark Management LLC | 1,450 | $373.0K | 0.01% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 1,450 | $373.0K | 0.01% | +1,450 | New |
| RMR Wealth Builders | 1,454 | $374.0K | 0.11% | +33+2.3% | Added |
| SevenOneSeven Capital Management | 1,456 | $375.0K | 0.95% | +13+0.9% | Added |
| Cutler Group LP | 1,458 | $375.0K | 0.03% | +1,458 | New |
| Sheets Smith Wealth Management | 1,467 | $378.0K | 0.05% | +6+0.4% | Added |
| Landscape Capital Management, L.L.C. | 1,477 | $380.0K | 0.05% | −3,327−69.3% | Reduced |
| Northstar Asset Management LLC | 1,475 | $380.0K | 0.10% | +25+1.7% | Added |
| Dynamic Technology Lab Private Ltd | 1,488 | $383.0K | 0.05% | +683+84.8% | Added |
| CSS LLC | 1,498 | $386.0K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,500 | $386.0K | 0.02% | +1,500 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,505 | $387.0K | 0.13% | +308+25.7% | Added |
| Vivid Financial Management, Inc. | 1,516 | $390.0K | 0.16% | −684−31.1% | Reduced |
| Harvey Capital Management Inc | 1,515 | $390.0K | 0.13% | +15+1.0% | Added |
| Fulton Breakefield Broenniman LLC | 1,528 | $393.0K | 0.03% | +1,528 | New |
| First Citizens Bank & Trust Co | 1,532 | $394.0K | 0.02% | +1,532 | New |
| Verition Fund Management LLC | 1,535 | $395.0K | 0.01% | +1,535 | New |
| Bank of Nova Scotia | 1,540 | $396.0K | 0.00% | +1,540 | New |
| Citizens Financial Group Inc | 1,542 | $397.0K | 0.01% | +1,542 | New |
| Precision Wealth Strategies, LLC | 1,553 | $400.0K | 0.31% | −51−3.2% | Reduced |
| Verdence Capital Advisors LLC | 1,557 | $401.0K | 0.05% | +2+0.1% | Added |
| Miracle Mile Advisors, LLC | 1,559 | $401.0K | 0.02% | +740+90.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,590 | $409.0K | 0.27% | −135−7.8% | Reduced |
| Wade G W & Inc | 1,603 | $413.0K | 0.02% | +1,603 | New |
| Diversified Trust Co | 1,614 | $415.0K | 0.01% | +179+12.5% | Added |
| Prelude Capital Management, LLC | 1,625 | $418.0K | 0.02% | +489+43.0% | Added |
| Ellevest, Inc. | 1,637 | $421.0K | 0.04% | +58+3.7% | Added |
| Private Portfolio Partners LLC | 1,644 | $423.2K | 0.12% | −14−0.8% | Reduced |
| Patron Partners Advisors, LLC | 1,650 | $424.0K | 0.31% | +3+0.2% | Added |
| Silvercrest Asset Management Group LLC | 1,646 | $424.0K | 0.00% | +1,646 | New |
| IFP Advisors, Inc | 1,651 | $430.0K | 0.01% | +270+19.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,677 | $432.0K | 0.34% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,681 | $433.0K | 0.05% | −43−2.5% | Reduced |
| Hudock, Inc. | 1,689 | $434.0K | 0.13% | −25−1.5% | Reduced |
| Eqis Capital Management, Inc. | 1,694 | $436.0K | 0.03% | −33−1.9% | Reduced |
| Griffin Asset Management, Inc. | 1,697 | $437.0K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,707 | $437.0K | 0.02% | +337+24.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,700 | $438.0K | 0.03% | +800+88.9% | Added |
| Personal Cfo Solutions, LLC | 1,710 | $440.0K | 0.09% | +13+0.8% | Added |
| NorthRock Partners, LLC | 1,719 | $443.0K | 0.04% | +15+0.9% | Added |
| Paradigm Financial Partners, LLC | 1,658 | $444.0K | 0.11% | +150+9.9% | Added |
| Fulcrum Equity Management | 1,727 | $445.0K | 0.17% | +1,727 | New |
| Garner Asset Management Corp | 1,735 | $447.0K | 0.21% | −10−0.6% | Reduced |
| Parisi Gray Wealth Management | 1,761 | $454.0K | 0.19% | −1−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,795 | $462.0K | 0.06% | +1,795 | New |
| TRUE Private Wealth Advisors | 1,807 | $465.0K | 0.07% | +315+21.1% | Added |
| Cable Hill Partners, LLC | 1,814 | $467.0K | 0.11% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,820 | $469.0K | 0.02% | +1,820 | New |
| Joel Isaacson & Co., LLC | 1,825 | $470.0K | 0.04% | 00.0% | Unchanged |
| Quilter Plc | 1,864 | $480.0K | 0.01% | −992−34.7% | Reduced |
| Insight Advisors, LLC | 1,707 | $485.0K | 0.14% | −48−2.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,894 | $488.0K | 0.31% | +63+3.4% | Added |
| Evoke Wealth, LLC | 1,898 | $488.0K | 0.02% | +170+9.8% | Added |
| FIL Ltd | 1,925 | $496.0K | 0.00% | +1,925 | New |
| Manchester Capital Management LLC | 1,950 | $502.0K | 0.07% | +518+36.2% | Added |
| Tokio Marine Asset Management Co Ltd | 1,993 | $513.0K | 0.05% | +299+17.7% | Added |
| Geneos Wealth Management Inc. | 1,998 | $515.0K | 0.02% | −110−5.2% | Reduced |
| Formula Growth Ltd | 2,000 | $515.0K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,008 | $517.0K | 0.05% | +136+7.3% | Added |
| International Assets Investment Management, LLC | 2,045 | $526.0K | 0.09% | −257−11.2% | Reduced |
| Awm Capital, LLC | 2,000 | $528.0K | 0.40% | +2,000 | New |
| Cookson Peirce & Co Inc | 2,054 | $529.0K | 0.03% | +414+25.2% | Added |
| Capital Asset Advisory Services LLC | 2,068 | $532.0K | 0.06% | +50+2.5% | Added |
| FDx Advisors, Inc. | 2,068 | $532.0K | 0.02% | +675+48.5% | Added |
| Aj Wealth Strategies, LLC | 2,083 | $536.0K | 0.03% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,083 | $536.0K | 0.22% | +284+15.8% | Added |
| Kemnay Advisory Services Inc. | 2,095 | $539.0K | 0.07% | +2,095 | New |
| Bard Financial Services, Inc. | 2,100 | $541.0K | 0.05% | −150−6.7% | Reduced |
| Brown Advisory Inc | 2,106 | $542.0K | 0.00% | −696−24.8% | Reduced |
| Trustcore Financial Services, LLC | 2,112 | $544.0K | 0.05% | +229+12.2% | Added |
| Truvestments Capital LLC | 2,130 | $548.0K | 0.30% | +46+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 2,134 | $549.0K | 0.02% | +34+1.6% | Added |
| Tennessee Valley Asset Management Partners | 2,131 | $549.0K | 0.21% | +2,131 | New |
| F3Logic, LLC | 2,140 | $551.0K | 0.07% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,152 | $556.0K | 0.14% | −560−20.6% | Reduced |
| Harbour Capital Advisors, LLC | 2,178 | $561.0K | 0.15% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,203 | $567.0K | 0.13% | −1,570−41.6% | Reduced |
| Tortoise Index Solutions, LLC | 2,207 | $568.0K | 0.13% | −368−14.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 2,206 | $568.0K | 0.02% | −41−1.8% | Reduced |
| Boothbay Fund Management, LLC | 2,215 | $570.0K | 0.02% | +2,215 | New |
| Brown Miller Wealth Management, LLC | 2,230 | $574.0K | 0.36% | +32+1.5% | Added |
| Truvvo Partners LLC | 2,240 | $577.0K | 0.40% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,240 | $577.0K | 0.03% | +403+21.9% | Added |
| Rehmann Capital Advisory Group | 2,257 | $581.0K | 0.06% | −2,043−47.5% | Reduced |
| Advisory Resource Group | 2,265 | $583.0K | 0.21% | +2,265 | New |
| Perigon Wealth Management, LLC | 2,273 | $585.0K | 0.05% | +442+24.1% | Added |
| Stonnington Group, LLC | 2,233 | $587.0K | 0.13% | −1,999−47.2% | Reduced |
| Lincoln National Corp | 2,281 | $587.0K | 0.01% | −644−22.0% | Reduced |
| Ci Investments Inc. | 2,286 | $588.0K | 0.00% | +2,286 | New |
| CPWM, LLC | 2,287 | $589.0K | 0.05% | +10.0% | Added |
| Golden Green, Inc. | 2,292 | $590.0K | 0.46% | −493−17.7% | Reduced |
| Phoenix Wealth Advisors | 2,306 | $594.0K | 0.44% | +44+1.9% | Added |
| Gluskin Sheff & Assoc Inc | 2,322 | $598.0K | 0.03% | +2,322 | New |
| KCM Investment Advisors LLC | 2,329 | $600.0K | 0.02% | +1,175+101.8% | Added |
| Mutual Advisors, LLC | 2,342 | $603.0K | 0.04% | −775−24.9% | Reduced |