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 10 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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 6,123 | $1.58M | 0.06% | −13,927−69.5% | Reduced |
| Doheny Asset Management | 6,131 | $1.58M | 1.13% | −20.0% | Reduced |
| Occudo Quantitative Strategies LP | 6,144 | $1.58M | 0.19% | +350+6.0% | Added |
| Pier 88 Investment Partners LLC | 6,200 | $1.60M | 0.48% | −6,900−52.7% | Reduced |
| Stratos Wealth Partners, LTD. | 6,233 | $1.60M | 0.04% | −178−2.8% | Reduced |
| Highland Capital Management, LLC | 6,242 | $1.61M | 0.10% | −560−8.2% | Reduced |
| Echo Street Capital Management LLC | 6,330 | $1.63M | 0.01% | +6,330 | New |
| Strategic Advisors LLC | 6,433 | $1.66M | 0.36% | +6,433 | New |
| Wetherby Asset Management Inc | 6,481 | $1.67M | 0.10% | +602+10.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,577 | $1.69M | 0.09% | +30.0% | Added |
| Comprehensive Financial Management LLC | 6,593 | $1.70M | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,601 | $1.70M | 0.12% | +2,335+54.7% | Added |
| Artemis Investment Management LLP | 6,615 | $1.70M | 0.01% | +1,275+23.9% | Added |
| Stephens Inc | 6,734 | $1.73M | 0.03% | +1,661+32.7% | Added |
| Scotia Capital Inc. | 6,754 | $1.74M | 0.01% | −866−11.4% | Reduced |
| Pacer Advisors, Inc. | 6,847 | $1.76M | 0.02% | +451+7.1% | Added |
| Boenning & Scattergood, Inc. | 6,874 | $1.77M | 0.31% | +438+6.8% | Added |
| Carnegie Capital Asset Management, LLC | 6,999 | $1.80M | 0.07% | +49+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 7,007 | $1.80M | 0.03% | −130−1.8% | Reduced |
| Equitable Holdings, Inc. | 7,124 | $1.83M | 0.03% | +1,648+30.1% | Added |
| Kovack Advisors, Inc. | 7,250 | $1.87M | 0.20% | −1,702−19.0% | Reduced |
| XR Securities LLC | 7,285 | $1.88M | 1.72% | +1,147+18.7% | Added |
| AXA S.A. | 7,300 | $1.88M | 0.01% | −698−8.7% | Reduced |
| Illinois Municipal Retirement Fund | 7,331 | $1.89M | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,468 | $1.92M | 0.19% | +5,461+272.1% | Added |
| GM Advisory Group, Inc. | 7,534 | $1.94M | 0.20% | −2,189−22.5% | Reduced |
| Lido Advisors, LLC | 7,581 | $1.95M | 0.04% | +229+3.1% | Added |
| Level Four Advisory Services, LLC | 7,657 | $1.97M | 0.20% | −435−5.4% | Reduced |
| Cerity Partners LLC | 7,666 | $1.97M | 0.04% | +456+6.3% | Added |
| Jane Street Group, LLC | 7,746 | $1.99M | 0.01% | −465,412−98.4% | Reduced |
| GAM Holding AG | 10,127 | $2.00M | 0.09% | +10.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,794 | $2.01M | 0.09% | +7,794 | New |
| 1776 Wealth LLC | 7,959 | $2.03M | 1.16% | −185−2.3% | Reduced |
| Peapack Gladstone Financial Corp | 7,939 | $2.04M | 0.04% | +7,939 | New |
| Proequities, Inc. | 8,014 | $2.06M | 0.13% | +202+2.6% | Added |
| Captrust Financial Advisors | 8,026 | $2.07M | 0.02% | +751+10.3% | Added |
| Flagship Harbor Advisors, LLC | 7,401 | $2.07M | 0.22% | 00.0% | Unchanged |
| Resolute Partners Group | 8,182 | $2.11M | 0.29% | 00.0% | Unchanged |
| Intersect Capital LLC | 8,265 | $2.13M | 0.36% | +101+1.2% | Added |
| Ocean Capital Management, LLC | 8,260 | $2.14M | 0.93% | +236+2.9% | Added |
| Paradiem, LLC | 7,587 | $2.14M | 0.64% | +1,535+25.4% | Added |
| E. Ohman J:or Asset Management AB | 8,400 | $2.16M | 0.07% | +400+5.0% | Added |
| Geneva Partners, LLC | 8,480 | $2.18M | 1.08% | +1,820+27.3% | Added |
| Hamilton Lane Advisors LLC | 8,501 | $2.19M | 0.37% | −5,000−37.0% | Reduced |
| FinTrust Capital Advisors, LLC | 8,691 | $2.24M | 0.59% | +8,546+5,893.8% | Added |
| First Hawaiian Bank | 8,703 | $2.24M | 0.09% | +3,577+69.8% | Added |
| Tower Research Capital LLC (TRC) | 8,730 | $2.25M | 0.06% | −3,765−30.1% | Reduced |
| Pearl River Capital, LLC | 8,787 | $2.26M | 0.61% | +5,745+188.9% | Added |
| GWM Advisors LLC | 8,795 | $2.26M | 0.06% | −502−5.4% | Reduced |
| Bogart Wealth, LLC | 8,846 | $2.28M | 0.23% | +1,320+17.5% | Added |
| New England Investment & Retirement Group, Inc. | 8,881 | $2.29M | 0.53% | −148−1.6% | Reduced |
| Bradley Mark J. | 8,960 | $2.31M | 1.58% | +970+12.1% | Added |
| Harvest Volatility Management LLC | 8,968 | $2.31M | 0.11% | +3,380+60.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 9,000 | $2.32M | 0.63% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9,030 | $2.33M | 0.41% | +5,000+124.1% | Added |
| American Portfolios Advisors | 9,057 | $2.33M | 0.09% | −2,215−19.7% | Reduced |
| Orion Capital Management LLC | 9,110 | $2.35M | 1.42% | −450−4.7% | Reduced |
| Thomas Story & Son LLC | 9,213 | $2.37M | 0.97% | +16+0.2% | Added |
| M&T Bank Corp | 9,223 | $2.37M | 0.01% | −184−2.0% | Reduced |
| Achmea Investment Management B.V. | 9,251 | $2.38M | 0.07% | +3,828+70.6% | Added |
| Graham Capital Management, L.P. | 9,317 | $2.40M | 0.14% | −7,235−43.7% | Reduced |
| Washington Trust Co | 9,419 | $2.42M | 0.07% | +9,094+2,798.2% | Added |
| Stokes Family Office, LLC | 9,446 | $2.43M | 0.34% | −37−0.4% | Reduced |
| Engineers Gate Manager LP | 9,546 | $2.46M | 0.14% | −19,950−67.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,553 | $2.46M | 0.17% | −350−3.5% | Reduced |
| Cresset Asset Management, LLC | 9,569 | $2.46M | 0.03% | +968+11.3% | Added |
| V Wealth Advisors LLC | 9,595 | $2.47M | 0.39% | −491−4.9% | Reduced |
| Prudential Financial Inc | 8,942 | $2.48M | 0.00% | −4,756−34.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,690 | $2.49M | 0.01% | −3,310−25.5% | Reduced |
| Ceera Investments, LLC | 9,691 | $2.50M | 1.37% | −1,169−10.8% | Reduced |
| Magnetar Financial LLC | 9,731 | $2.50M | 0.03% | +9,731 | New |
| Modus Advisors, LLC | 9,740 | $2.51M | 1.08% | −120−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 9,860 | $2.54M | 0.00% | −518−5.0% | Reduced |
| Emerald Advisers, LLC | 10,100 | $2.60M | 0.09% | −331−3.2% | Reduced |
| Louisiana State Employees Retirement System | 10,100 | $2.60M | 0.06% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 10,148 | $2.61M | 1.47% | +95+0.9% | Added |
| Northeast Investment Management | 10,221 | $2.63M | 0.14% | +544+5.6% | Added |
| CMT Capital Markets Trading GmbH | 10,256 | $2.63M | 1.00% | +10,256 | New |
| Roberts Wealth Advisors, LLC | 10,237 | $2.63M | 1.04% | +10,237 | New |
| Pacific Wealth Strategies Group, Inc. | 10,391 | $2.67M | 0.99% | +88+0.9% | Added |
| Bouvel Investment Partners, LLC | 10,481 | $2.70M | 1.52% | −243−2.3% | Reduced |
| Aspiriant, LLC | 10,547 | $2.71M | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,576 | $2.72M | 0.00% | +3,229+43.9% | Added |
| Cloverfields Capital Group, LP | 10,585 | $2.73M | 0.88% | +2,680+33.9% | Added |
| Avantax Advisory Services, Inc. | 10,595 | $2.73M | 0.05% | −2,562−19.5% | Reduced |
| MAI Capital Management | 10,710 | $2.76M | 0.05% | −3,341−23.8% | Reduced |
| Teamwork Financial Advisors, LLC | 10,791 | $2.78M | 0.55% | +415+4.0% | Added |
| RMB Capital Management, LLC | 10,852 | $2.79M | 0.09% | +1,209+12.5% | Added |
| Crawford Lake Capital Management, LLC | 10,940 | $2.82M | 1.81% | +10,940 | New |
| Venturi Wealth Management, LLC | 11,009 | $2.83M | 0.24% | +11,009 | New |
| Amalgamated Bank | 11,070 | $2.85M | 0.02% | −1,851−14.3% | Reduced |
| Acorn Financial Advisory Services Inc | 11,144 | $2.87M | 0.89% | −151−1.3% | Reduced |
| FengHe Fund Management Pte. Ltd. | 11,200 | $2.88M | 2.53% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 11,271 | $2.90M | 0.94% | −3,312−22.7% | Reduced |
| Leonteq Securities AG | 11,430 | $2.94M | 0.16% | +4,976+77.1% | Added |
| Spire Wealth Management | 11,592 | $2.97M | 0.08% | +3,773+48.3% | Added |
| Catalyst Capital Advisors LLC | 11,587 | $2.98M | 0.15% | +1,473+14.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,675 | $3.01M | 0.05% | +413+3.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,707 | $3.01M | 0.04% | −382−3.2% | Reduced |
| Cetera Advisors LLC | 11,720 | $3.02M | 0.06% | +764+7.0% | Added |