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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 2,344 | $603.0K | 0.02% | +991+73.2% | Added |
| Triton Wealth Management, PLLC | 2,246 | $604.0K | 0.29% | −95−4.1% | Reduced |
| Focus Financial Network, Inc. | 2,361 | $607.8K | 0.08% | +257+12.2% | Added |
| CNB Bank | 2,370 | $610.0K | 0.37% | +54+2.3% | Added |
| Malaga Cove Capital, LLC | 2,450 | $631.0K | 0.26% | +25+1.0% | Added |
| 360 Financial, Inc. | 2,470 | $636.0K | 0.33% | 00.0% | Unchanged |
| Pendal Group Limited | 2,473 | $637.0K | 0.01% | +6+0.2% | Added |
| Sloy Dahl & Holst, LLC | 2,477 | $638.0K | 0.14% | −3−0.1% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $639.0K | 0.30% | +2,000+400.0% | Added |
| HBK Sorce Advisory LLC | 2,500 | $644.0K | 0.04% | +195+8.5% | Added |
| Barbara Oil Co. | 2,505 | $645.0K | 0.30% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,515 | $647.0K | 0.43% | +811+47.6% | Added |
| Fulcrum Asset Management LLP | – | $651.0K | 0.32% | – | New |
| Clarius Group, LLC | 2,536 | $653.0K | 0.06% | +402+18.8% | Added |
| Washburn Capital Management, Inc. | 2,540 | $654.0K | 0.43% | −200−7.3% | Reduced |
| Avestar Capital, LLC | 2,547 | $656.0K | 0.13% | +190+8.1% | Added |
| Nomura Holdings Inc | 2,560 | $660.0K | 0.00% | −39,877−94.0% | Reduced |
| Capital International Sarl | 2,588 | $666.0K | 0.06% | +499+23.9% | Added |
| Nwam LLC | 2,599 | $669.0K | 0.06% | −27−1.0% | Reduced |
| Columbia Asset Management | 2,602 | $670.0K | 0.15% | −220−7.8% | Reduced |
| Westover Capital Advisors, LLC | 2,604 | $670.0K | 0.21% | −152−5.5% | Reduced |
| Glen Eagle Advisors, LLC | 2,603 | $670.1K | 0.19% | +186+7.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,620 | $674.0K | 0.02% | −29−1.1% | Reduced |
| Meritage Portfolio Management | 2,625 | $676.0K | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 2,626 | $676.0K | 0.01% | +391+17.5% | Added |
| Mid Atlantic Financial Management Inc | 2,635 | $678.0K | 0.05% | +426+19.3% | Added |
| American National Registered Investment Advisor, Inc. | 2,641 | $680.0K | 0.25% | −9−0.3% | Reduced |
| Financial Partners Group, Inc | 2,640 | $680.0K | 0.16% | +2,640 | New |
| Abner Herrman & Brock LLC | 2,650 | $682.0K | 0.10% | +2,650 | New |
| Chicago Trust Co NA | 2,667 | $686.0K | 0.15% | +380+16.6% | Added |
| Exchange Traded Concepts, LLC | 2,677 | $689.0K | 0.02% | −2,597−49.2% | Reduced |
| Crestwood Advisors Group LLC | 2,683 | $691.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,700 | $695.0K | 0.00% | −144,470−98.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,700 | $695.0K | 0.04% | −600−18.2% | Reduced |
| Bailard, Inc. | 2,715 | $699.0K | 0.02% | +90+3.4% | Added |
| Barings LLC | 2,717 | $699.0K | 0.02% | +2,717 | New |
| World Asset Management Inc | 2,725 | $701.0K | 0.07% | −291−9.6% | Reduced |
| Mark Stevens | 2,726 | $702.0K | 0.08% | −790−22.5% | Reduced |
| Bluestein R H & Co | 2,750 | $708.0K | 0.03% | −1,025−27.2% | Reduced |
| Cornerstone Wealth Management, LLC | 2,773 | $714.0K | 0.08% | +1,358+96.0% | Added |
| Fiduciary Trust Co | 2,780 | $716.0K | 0.01% | +760+37.6% | Added |
| Levin Capital Strategies, L.P. | 2,782 | $716.0K | 0.07% | +2,782 | New |
| Pensionfund DSM Netherlands | 2,800 | $721.0K | 0.09% | +2,800 | New |
| Bayesian Capital Management, LP | 2,800 | $721.0K | 0.21% | +2,800 | New |
| Am Investment Strategies LLC | 2,813 | $724.0K | 0.19% | +88+3.2% | Added |
| Symmetry Partners, LLC | 2,838 | $727.0K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,833 | $729.3K | 0.43% | +33+1.2% | Added |
| Aigen Investment Management, LP | 2,844 | $732.0K | 0.14% | −15,203−84.2% | Reduced |
| Signaturefd, LLC | 2,865 | $738.0K | 0.03% | +30+1.1% | Added |
| Private Advisory Group LLC | 2,871 | $739.0K | 0.18% | +2,871 | New |
| Centaurus Financial, Inc. | 2,906 | $748.0K | 0.06% | −6−0.2% | Reduced |
| Mercer Global Advisors Inc | 2,917 | $751.0K | 0.01% | +836+40.2% | Added |
| WoodTrust Financial Corp | 2,946 | $759.0K | 0.18% | +1,535+108.8% | Added |
| Belpointe Asset Management LLC | 2,964 | $763.0K | 0.05% | −4,234−58.8% | Reduced |
| Vista Wealth Management Group, LLC | 2,980 | $767.0K | 0.14% | +29+1.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,985 | $768.0K | 0.10% | +184+6.6% | Added |
| Global Trust Asset Management, LLC | 2,984 | $768.0K | 0.34% | +1,979+196.9% | Added |
| Sanders Morris Harris LLC | 2,864 | $770.0K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,991 | $770.0K | 0.21% | +361+13.7% | Added |
| Cubic Asset Management, LLC | 3,000 | $772.0K | 0.19% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,019 | $777.0K | 0.03% | +3,019 | New |
| Chapman Investment Management, LLC | 3,070 | $790.0K | 0.41% | +1,535+100.0% | Added |
| Wealth Management Partners, LLC | 3,130 | $806.0K | 0.60% | −225−6.7% | Reduced |
| Snowden Capital Advisors LLC | 3,142 | $808.8K | 0.04% | +993+46.2% | Added |
| Allstate Corp | 3,155 | $812.0K | 0.03% | −203−6.0% | Reduced |
| Berkshire Asset Management LLC | 3,163 | $814.0K | 0.05% | +565+21.7% | Added |
| NEXT Financial Group, Inc | 3,173 | $817.0K | 0.06% | −758−19.3% | Reduced |
| Twin Capital Management Inc | 3,200 | $824.0K | 0.08% | −721−18.4% | Reduced |
| Wrapmanager Inc | 3,214 | $827.0K | 0.22% | +1,026+46.9% | Added |
| JustInvest LLC | 3,305 | $851.0K | 0.08% | +407+14.0% | Added |
| PFG Advisors | 3,324 | $856.0K | 0.10% | +30+0.9% | Added |
| Sumitomo Life Insurance Co | 3,338 | $859.0K | 0.02% | −140−4.0% | Reduced |
| NVWM, LLC | 3,338 | $859.0K | 0.31% | +50+1.5% | Added |
| Northeast Financial Consultants Inc | 3,338 | $859.0K | 0.06% | +1,033+44.8% | Added |
| ING Groep NV | 3,429 | $883.0K | 0.01% | −2−0.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,443 | $886.0K | 0.18% | +55+1.6% | Added |
| Dynamic Advisor Solutions LLC | 3,440 | $886.0K | 0.07% | +915+36.2% | Added |
| Commerce Bank | 3,453 | $888.0K | 0.01% | −742−17.7% | Reduced |
| Wintrust Investments LLC | 3,455 | $889.0K | 0.12% | −310−8.2% | Reduced |
| Means Investment Co., Inc. | 3,466 | $892.0K | 0.18% | +35+1.0% | Added |
| Nicholas Investment Partners, LP | 3,484 | $897.0K | 0.07% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3,523 | $906.0K | 0.14% | +42+1.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 3,555 | $915.0K | 0.22% | −826−18.9% | Reduced |
| Core Wealth Advisors, Inc. | 3,560 | $916.0K | 0.61% | +3,560 | New |
| Evergreen Capital Management LLC | 3,561 | $917.0K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,618 | $931.0K | 0.03% | −507−12.3% | Reduced |
| IVC Wealth Advisors LLC | 3,625 | $933.0K | 0.64% | −765−17.4% | Reduced |
| Souders Financial Advisors | 3,659 | $942.0K | 0.30% | +39+1.1% | Added |
| WD Rutherford LLC | 3,658 | $942.0K | 0.51% | +2,230+156.2% | Added |
| David J Yvars Group | 3,662 | $944.0K | 0.55% | +487+15.3% | Added |
| Siemens Fonds Invest GmbH | 3,672 | $945.0K | 0.06% | +3,672 | New |
| Raymond James Trust N.A. | 3,715 | $956.0K | 0.03% | +220+6.3% | Added |
| Harbour Investments, Inc. | 3,718 | $957.0K | 0.03% | −2,988−44.6% | Reduced |
| Element Pointe Advisors, LLC | 3,750 | $965.0K | 0.33% | −1,836−32.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,773 | $970.8K | 0.01% | −477−11.2% | Reduced |
| Claraphi Advisory Network, LLC | 3,772 | $971.0K | 0.34% | −2,631−41.1% | Reduced |
| Park Avenue Securities LLC | 3,800 | $978.0K | 0.02% | +537+16.5% | Added |
| Ascent Wealth Partners, LLC | 3,811 | $981.0K | 0.19% | −15−0.4% | Reduced |
| Annex Advisory Services, LLC | 3,818 | $982.0K | 0.08% | −2,356−38.2% | Reduced |
| Oxler Private Wealth LLC | 3,844 | $989.0K | 0.44% | 00.0% | Unchanged |