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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 3,855 | $992.0K | 0.07% | +677+21.3% | Added |
| Vestcor Inc | 3,860 | $994.0K | 0.04% | −262−6.4% | Reduced |
| Sovereign Financial Group, Inc. | 3,892 | $1.00M | 0.58% | +482+14.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,921 | $1.01M | 0.37% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 3,925 | $1.01M | 0.68% | −75−1.9% | Reduced |
| JT Stratford LLC | 3,942 | $1.01M | 0.31% | +24+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 3,960 | $1.02M | 0.02% | +300+8.2% | Added |
| Q Capital Solutions | 3,975 | $1.02M | 0.75% | +1,025+34.7% | Added |
| Abbrea Capital, LLC | 3,979 | $1.02M | 0.15% | +820+26.0% | Added |
| Elite Wealth Management, Inc. | 3,998 | $1.03M | 0.46% | +110+2.8% | Added |
| Wealthfront Advisers LLC | 4,003 | $1.03M | 0.00% | +514+14.7% | Added |
| Marshall Wace North America L.P. | 4,006 | $1.03M | 0.00% | −88,037−95.6% | Reduced |
| Hudson Value Partners, LLC | 4,010 | $1.03M | 0.57% | −15−0.4% | Reduced |
| Bristlecone Advisors, LLC | 4,024 | $1.04M | 0.14% | −20−0.5% | Reduced |
| Oak Ridge Investments LLC | 4,030 | $1.04M | 0.09% | −34−0.8% | Reduced |
| KLK Capital Management LLC | 4,050 | $1.04M | 0.96% | −1,954−32.5% | Reduced |
| Eudaimonia Partners, LLC | 4,059 | $1.04M | 0.19% | +134+3.4% | Added |
| Titus Wealth Management | 4,084 | $1.05M | 0.55% | +206+5.3% | Added |
| Bridgeway Capital Management, LLC | 4,100 | $1.05M | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,144 | $1.07M | 0.06% | +330+8.7% | Added |
| Ameritas Investment Partners, Inc. | 4,150 | $1.07M | 0.04% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,145 | $1.07M | 0.53% | +111+2.8% | Added |
| Coastal Investment Management, L.P. | 4,200 | $1.08M | 1.51% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 4,219 | $1.09M | 0.74% | +220+5.5% | Added |
| Green Alpha Advisors, LLC | 4,228 | $1.09M | 0.75% | +39+0.9% | Added |
| FineMark National Bank & Trust | 4,267 | $1.10M | 0.05% | +18+0.4% | Added |
| Toroso Investments, LLC | 4,264 | $1.10M | 0.04% | +524+14.0% | Added |
| Corient Capital Partners, LLC | 4,279 | $1.10M | 0.08% | +60+1.4% | Added |
| MUFG Securities EMEA plc | 4,288 | $1.10M | 0.01% | −9,735−69.4% | Reduced |
| First Foundation Advisors | 4,297 | $1.11M | 0.04% | +192+4.7% | Added |
| Arden Trust Co | 4,319 | $1.11M | 0.19% | +1,225+39.6% | Added |
| Checchi Capital Advisers, LLC | 4,325 | $1.11M | 0.14% | −1,952−31.1% | Reduced |
| Polar Asset Management Partners Inc. | 4,340 | $1.12M | 0.01% | +4,340 | New |
| Donoghue Forlines LLC | 4,370 | $1.13M | 0.22% | −510−10.5% | Reduced |
| FORA Capital, LLC | 4,460 | $1.15M | 0.29% | +4,460 | New |
| SPC Financial, Inc. | 4,509 | $1.16M | 0.14% | +663+17.2% | Added |
| Brinker Capital Investments, LLC | 4,200 | $1.17M | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,616 | $1.19M | 0.10% | −119−2.5% | Reduced |
| Castle Rock Wealth Management, LLC | 4,355 | $1.19M | 0.41% | +80+1.9% | Added |
| Ethic Inc. | 4,655 | $1.20M | 0.12% | +724+18.4% | Added |
| Rational Advisors LLC | 4,665 | $1.20M | 0.09% | −230−4.7% | Reduced |
| TBH Global Asset Management, LLC | 4,680 | $1.21M | 0.28% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,735 | $1.22M | 0.08% | +653+16.0% | Added |
| Integrated Advisors Network LLC | 4,753 | $1.22M | 0.08% | −14−0.3% | Reduced |
| Independent Financial Group, LLC | 4,756 | $1.22M | 0.13% | +1,273+36.5% | Added |
| Legacy Advisors, LLC | 4,766 | $1.23M | 0.49% | +10.0% | Added |
| Clare Market Investments LLC | 4,775 | $1.23M | 0.37% | +2,355+97.3% | Added |
| Eventide Asset Management, LLC | 4,819 | $1.24M | 0.02% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 4,827 | $1.24M | 0.65% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,864 | $1.25M | 0.00% | −688−12.4% | Reduced |
| Advisor Resource Council | 4,940 | $1.27M | 0.39% | −1,322−21.1% | Reduced |
| Ferris Capital, LLC | 4,996 | $1.27M | 0.27% | +4,996 | New |
| Parsons Capital Management Inc | 4,960 | $1.28M | 0.10% | −25−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 4,969 | $1.28M | 0.07% | +6+0.1% | Added |
| Erste Asset Management GmbH | 5,000 | $1.28M | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,998 | $1.29M | 0.10% | +1,879+60.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,009 | $1.29M | 0.82% | −35−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,016 | $1.29M | 0.16% | +65+1.3% | Added |
| Ameritas Investment Company, LLC | 5,053 | $1.30M | 0.06% | +1,409+38.7% | Added |
| Sompo Asset Management Co., Ltd. | 5,100 | $1.31M | 0.30% | −1,330−20.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,109 | $1.31M | 0.11% | −417−7.5% | Reduced |
| Quantbot Technologies LP | 5,135 | $1.32M | 0.10% | +462+9.9% | Added |
| Motley Fool Asset Management LLC | 5,139 | $1.32M | 0.09% | +555+12.1% | Added |
| Manchester Financial Inc | 5,161 | $1.33M | 0.51% | −19−0.4% | Reduced |
| Cornerstone Capital, Inc. | 5,177 | $1.33M | 0.15% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,220 | $1.34M | 0.33% | +197+3.9% | Added |
| Prime Capital Investment Advisors, LLC | 5,222 | $1.34M | 0.08% | +5,222 | New |
| Busey Wealth Management | 5,268 | $1.36M | 0.05% | +220+4.4% | Added |
| Aft, Forsyth & Company, Inc. | 5,270 | $1.36M | 0.73% | +780+17.4% | Added |
| Acadian Asset Management LLC | 5,326 | $1.37M | 0.01% | −4,110−43.6% | Reduced |
| SeaCrest Wealth Management, LLC | 5,334 | $1.37M | 0.17% | +784+17.2% | Added |
| B. Riley Wealth Management, Inc. | 5,358 | $1.38M | 0.11% | +5,358 | New |
| Central Trust Co | 5,368 | $1.38M | 0.05% | 00.0% | Unchanged |
| IBM Retirement Fund | 5,400 | $1.39M | 0.11% | +17+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 5,437 | $1.40M | 0.03% | −53−1.0% | Reduced |
| Segment Wealth Management, LLC | 5,481 | $1.41M | 0.17% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,500 | $1.42M | 0.10% | +3,956+256.2% | Added |
| Brandywine Managers, LLC | 5,511 | $1.42M | 1.48% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,544 | $1.43M | 0.00% | −119−2.1% | Reduced |
| Pathstone Family Office, LLC | 5,551 | $1.43M | 0.04% | +71+1.3% | Added |
| Banque Cantonale Vaudoise | 5,581 | $1.44M | 0.06% | +543+10.8% | Added |
| Congress Park Capital LLC | 5,606 | $1.44M | 0.74% | −165−2.9% | Reduced |
| People's United Financial, Inc. | 5,611 | $1.44M | 0.03% | +191+3.5% | Added |
| Marietta Investment Partners LLC | 5,641 | $1.45M | 0.33% | −200−3.4% | Reduced |
| Purus Wealth Management, LLC | 5,665 | $1.46M | 1.01% | +1,103+24.2% | Added |
| Aspen Investment Management Inc | 5,670 | $1.46M | 0.77% | +85+1.5% | Added |
| Silvant Capital Management LLC | 5,685 | $1.46M | 0.26% | −1,120−16.5% | Reduced |
| Tower View Investment Management & Research LLC | 5,706 | $1.47M | 0.81% | −871−13.2% | Reduced |
| Wolverine Asset Management LLC | 5,739 | $1.48M | 0.02% | +1,432+33.2% | Added |
| Oppenheimer Asset Management Inc. | 5,739 | $1.48M | 0.02% | +1,717+42.7% | Added |
| AlphaCrest Capital Management LLC | 5,861 | $1.51M | 0.08% | +5,861 | New |
| Algert Global LLC | 5,878 | $1.51M | 0.20% | +5,878 | New |
| Quattro Financial Advisors LLC | 5,575 | $1.51M | 0.40% | +75+1.4% | Added |
| WT Wealth Management | 5,898 | $1.52M | 0.59% | −607−9.3% | Reduced |
| Kapitalo Investimentos Ltda | 5,925 | $1.53M | 0.83% | −450−7.1% | Reduced |
| Potrero Capital Research LLC | 5,975 | $1.54M | 0.40% | 00.0% | Unchanged |
| Keybank National Association | 6,009 | $1.55M | 0.01% | −130−2.1% | Reduced |
| Hilltop Holdings Inc. | 6,076 | $1.56M | 0.17% | +303+5.2% | Added |
| Van Hulzen Asset Management, LLC | 6,091 | $1.57M | 0.23% | +109+1.8% | Added |
| Paragon Advisors, LLC | 6,105 | $1.57M | 0.76% | +646+11.8% | Added |