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 8 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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 11,865 | $3.05M | 0.53% | +300+2.6% | Added |
| Bennett Selby Investments LP | 12,029 | $3.10M | 2.02% | +17+0.1% | Added |
| Advisors Asset Management, Inc. | 12,121 | $3.12M | 0.05% | −417−3.3% | Reduced |
| Wealthcare Advisory Partners LLC | 12,131 | $3.12M | 0.20% | −132−1.1% | Reduced |
| Shell Asset Management Co | 12,291 | $3.16M | 0.07% | −12,799−51.0% | Reduced |
| Karp Capital Management Corp | 12,620 | $3.25M | 0.46% | +12,620 | New |
| Metropolitan Life Insurance Co | 12,794 | $3.29M | 0.05% | −420−3.2% | Reduced |
| Tributary Capital Management, LLC | 12,800 | $3.29M | 0.25% | −200−1.5% | Reduced |
| Evolutionary Tree Capital Management, LLC | 12,893 | $3.32M | 1.47% | +1,501+13.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 12,950 | $3.33M | 0.07% | +4,414+51.7% | Added |
| Capula Management Ltd | 12,963 | $3.34M | 0.26% | +12,027+1,284.9% | Added |
| Marshall Wace, LLP | 13,074 | $3.37M | 0.02% | +13,074 | New |
| Cetera Advisor Networks LLC | 13,079 | $3.37M | 0.05% | −253−1.9% | Reduced |
| Meridian Wealth Management, LLC | 13,137 | $3.38M | 0.42% | +248+1.9% | Added |
| Watchman Group, Inc. | 13,207 | $3.40M | 2.19% | −565−4.1% | Reduced |
| Vident Investment Advisory, LLC | 13,231 | $3.40M | 0.10% | −3,422−20.5% | Reduced |
| Tran Capital Management, L.P. | 13,324 | $3.43M | 0.29% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13,487 | $3.47M | 0.86% | +702+5.5% | Added |
| Elo Mutual Pension Insurance Co | 13,549 | $3.49M | 0.11% | +489+3.7% | Added |
| Tredje AP-fonden | 14,000 | $3.60M | 0.08% | +14,000 | New |
| Point72 Hong Kong Ltd | 14,051 | $3.62M | 0.28% | +7,523+115.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 14,060 | $3.62M | 0.19% | −1,150−7.6% | Reduced |
| Bokf, NA | 14,115 | $3.63M | 0.06% | +14,115 | New |
| Maryland State Retirement & Pension System | 14,375 | $3.73M | 0.11% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 14,506 | $3.73M | 0.47% | +44+0.3% | Added |
| Daiwa Securities Group Inc. | 14,525 | $3.74M | 0.02% | +1,482+11.4% | Added |
| Altman Advisors, Inc. | 13,483 | $3.75M | 2.08% | +52+0.4% | Added |
| National Asset Management, Inc. | 14,626 | $3.77M | 0.12% | +534+3.8% | Added |
| Northwest & Ethical Investments L.P. | 14,700 | $3.78M | 0.12% | +700+5.0% | Added |
| Werlinich Asset Management, LLC | 14,790 | $3.81M | 3.08% | −90−0.6% | Reduced |
| Atlas Principals, LLC | 15,000 | $3.86M | 3.40% | +15,000 | New |
| Davenport & Co LLC | 15,034 | $3.87M | 0.03% | −575−3.7% | Reduced |
| Private Advisor Group, LLC | 15,167 | $3.90M | 0.02% | +5,043+49.8% | Added |
| Parkwood LLC | 15,230 | $3.92M | 0.67% | +11,374+295.0% | Added |
| Essex LLC | 15,256 | $3.93M | 1.09% | +15,256 | New |
| Harbor Investment Advisory, LLC | 15,280 | $3.93M | 0.53% | −200−1.3% | Reduced |
| Prospera Financial Services Inc | 15,489 | $3.99M | 0.20% | −1,414−8.4% | Reduced |
| Wedbush Securities Inc | 15,522 | $4.00M | 0.19% | +552+3.7% | Added |
| HighPoint Advisor Group LLC | 15,674 | $4.04M | 0.40% | −364−2.3% | Reduced |
| Financial Consulate, Inc | 15,849 | $4.08M | 1.48% | −100−0.6% | Reduced |
| American International Group, Inc. | 15,951 | $4.11M | 0.02% | −292−1.8% | Reduced |
| Sigma Planning Corp | 16,000 | $4.12M | 0.13% | +3,773+30.9% | Added |
| Shelton Capital Management | 16,083 | $4.14M | 0.16% | +1,057+7.0% | Added |
| Fishman Jay A Ltd | 16,215 | $4.17M | 0.52% | +4,310+36.2% | Added |
| Marsico Capital Management LLC | 16,515 | $4.25M | 0.13% | −7,905−32.4% | Reduced |
| Banco Santander, S.A. | 16,555 | $4.26M | 0.02% | +1,452+9.6% | Added |
| Weatherly Asset Management L. P. | 16,842 | $4.34M | 0.53% | +3,227+23.7% | Added |
| Beacon Investment Advisory Services, Inc. | 17,121 | $4.41M | 0.18% | −1,006−5.5% | Reduced |
| Wolverine Trading, LLC | 17,175 | $4.41M | 0.09% | −9,641−36.0% | Reduced |
| Azzad Asset Management Inc | 17,156 | $4.42M | 0.65% | −81−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,250 | $4.44M | 0.08% | +4,443+34.7% | Added |
| IndexIQ Advisors LLC | 17,349 | $4.47M | 0.15% | −17−0.1% | Reduced |
| First Washington CORP | 17,410 | $4.48M | 1.63% | −4,750−21.4% | Reduced |
| LaFleur & Godfrey LLC | 17,409 | $4.48M | 0.62% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17,544 | $4.52M | 0.26% | +237+1.4% | Added |
| American National Bank | 17,684 | $4.55M | 1.01% | −593−3.2% | Reduced |
| Parallel Advisors, LLC | 17,748 | $4.57M | 0.18% | −357−2.0% | Reduced |
| Mark Asset Management LP | 17,947 | $4.62M | 0.69% | −10,819−37.6% | Reduced |
| CIBC Private Wealth Group, LLC | 17,983 | $4.63M | 0.01% | +2,509+16.2% | Added |
| Trexquant Investment LP | 18,164 | $4.68M | 0.37% | +18,164 | New |
| Duality Advisers, LP | 18,281 | $4.71M | 0.36% | +13,094+252.4% | Added |
| Financial Advocates Investment Management | 18,356 | $4.73M | 0.33% | +4,762+35.0% | Added |
| Creative Planning | 18,452 | $4.75M | 0.01% | −2,143−10.4% | Reduced |
| Covenant Asset Management, LLC | 18,732 | $4.82M | 1.44% | −59−0.3% | Reduced |
| Prudential PLC | 18,742 | $4.83M | 0.07% | +3,659+24.3% | Added |
| United Capital Financial Advisers, LLC | 18,966 | $4.88M | 0.02% | +2,948+18.4% | Added |
| Sit Investment Associates Inc | 19,040 | $4.90M | 0.13% | +1,950+11.4% | Added |
| AE Wealth Management LLC | 19,053 | $4.91M | 0.04% | +1,543+8.8% | Added |
| Alcosta Capital Management, Inc. | 19,340 | $4.98M | 3.04% | +129+0.7% | Added |
| Sigma Investment Counselors Inc | 19,424 | $5.00M | 0.37% | +46+0.2% | Added |
| Tairen Capital Ltd | 19,737 | $5.08M | 1.27% | +16,900+595.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,902 | $5.12M | 0.12% | −4,951−19.9% | Reduced |
| Credit Agricole S A | 19,970 | $5.14M | 0.19% | +3,936+24.5% | Added |
| Asio Capital, LLC | 20,134 | $5.18M | 1.79% | +377+1.9% | Added |
| Cetera Investment Advisers | 20,150 | $5.19M | 0.08% | −195−1.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 20,482 | $5.26M | 0.12% | +9,581+87.9% | Added |
| Standard Life Aberdeen plc | 20,534 | $5.29M | 0.01% | +3,810+22.8% | Added |
| Adell Harriman & Carpenter Inc | 20,925 | $5.39M | 0.56% | +3,090+17.3% | Added |
| Affinity Wealth Management LLC | 22,293 | $5.45M | 1.11% | +488+2.2% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 21,547 | $5.55M | 3.45% | +21,547 | New |
| Xponance, Inc. | 21,694 | $5.58M | 0.11% | −568−2.6% | Reduced |
| American National Insurance Co | 21,815 | $5.62M | 0.21% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 22,331 | $5.75M | 1.12% | −988−4.2% | Reduced |
| US Bancorp | 22,524 | $5.80M | 0.01% | +1,054+4.9% | Added |
| Russell Investments Group, Ltd. | 23,350 | $6.01M | 0.01% | +6,030+34.8% | Added |
| Canada Pension Plan Investment Board | 23,645 | $6.09M | 0.01% | +19,839+521.3% | Added |
| Stansberry Asset Management, LLC | 23,665 | $6.09M | 1.22% | −164−0.7% | Reduced |
| D.A. Davidson & Co. | 24,084 | $6.20M | 0.07% | −1,196−4.7% | Reduced |
| Meridian Investment Counsel Inc. | 24,285 | $6.25M | 2.27% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 24,476 | $6.30M | 0.09% | −90.0% | Reduced |
| SG Americas Securities, LLC | 24,846 | $6.40M | 0.03% | −105,154−80.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 25,057 | $6.45M | 1.77% | +293+1.2% | Added |
| O'Shares Investment Advisers, LLC | 25,078 | $6.46M | 0.48% | −4,656−15.7% | Reduced |
| Canvas Wealth Advisors, LLC | 25,669 | $6.61M | 2.70% | +1,833+7.7% | Added |
| Capital International Ltd | 25,834 | $6.65M | 0.36% | +6,322+32.4% | Added |
| Toronto Dominion Bank | 25,964 | $6.68M | 0.01% | +275+1.1% | Added |
| Financial Counselors Inc | 26,129 | $6.73M | 0.14% | +2,200+9.2% | Added |
| Sitrin Capital Management LLC | 26,158 | $6.73M | 3.22% | −78−0.3% | Reduced |
| CIBC Asset Management Inc | 26,202 | $6.75M | 0.03% | +974+3.9% | Added |
| PFS Investments Inc. | 24,707 | $6.77M | 0.14% | +8,265+50.3% | Added |