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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.

Institutional holdersQ3 2021: 1,043 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ3 2021: $39.2B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2021.

Institutions holding DOCU in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC303$78.0K0.01%+40+15.2%Added
Psagot Investment House Ltd.300$77.0K0.01%−80−21.1%Reduced
Caz Investments LP300$77.0K0.10%00.0%Unchanged
Clean Yield Group300$77.0K0.03%00.0%Unchanged
Sittner & Nelson, LLC300$77.0K0.05%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)300$77.0K0.01%+300New
Institutional & Family Asset Management, LLC290$75.0K0.01%+96+49.5%Added
Carolinas Wealth Consulting LLC267$69.0K0.02%+222+493.3%Added
Larson Financial Group LLC259$67.0K0.01%−112−30.2%Reduced
Adirondack Trust Co235$65.0K0.03%00.0%Unchanged
Compagnie Lombard Odier SCmA250$64.0K0.00%+250New
FNY Investment Advisers, LLC251$64.0K0.03%+251New
Jacobi Capital Management LLC245$63.0K0.01%00.0%Unchanged
Whittier Trust Co239$62.0K0.00%+239New
TCI Wealth Advisors, Inc.236$61.0K0.01%+24+11.3%Added
Massmutual Trust Co FSB227$58.0K0.00%−5−2.2%Reduced
BDO Wealth Advisors, LLC222$57.0K0.01%00.0%Unchanged
Front Row Advisors LLC210$54.0K0.02%00.0%Unchanged
Ashburton (Jersey) Ltd208$54.0K0.02%00.0%Unchanged
MV Capital Management, Inc.200$51.0K0.01%00.0%Unchanged
CX Institutional200$51.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC200$51.0K0.01%+100+100.0%Added
Herold Advisors, Inc.200$51.0K0.02%+200New
Tradewinds Capital Management, LLC192$49.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC186$48.0K0.01%−1,800−90.6%Reduced
Tortoise Investment Management, LLC180$46.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp175$45.0K0.01%00.0%Unchanged
Arrow Financial Corp170$44.0K0.01%+170New
CVA Family Office, LLC200$43.0K0.03%−350−63.6%Reduced
Avion Wealth153$39.0K0.01%00.0%Unchanged
Burleson & Company, LLC151$39.0K0.01%00.0%Unchanged
Ellis Investment Partners, LLC140$36.0K0.01%00.0%Unchanged
Asset Dedication, LLC144$36.0K0.00%+54+60.0%Added
Liberty Wealth Management LLC136$35.0K0.01%+98+257.9%Added
Concord Wealth Partners133$34.0K0.01%−325−71.0%Reduced
First Quadrant L P132$34.0K0.00%+132New
Smithfield Trust Co128$33.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust119$31.0K0.01%+77+183.3%Added
BerganKDV Wealth Management, LLC118$30.0K0.00%00.0%Unchanged
Glassman Wealth Services114$29.0K0.01%+5+4.6%Added
NewSquare Capital LLC110$28.0K0.00%00.0%Unchanged
HM Payson & Co107$28.0K0.00%00.0%Unchanged
Stonebridge Financial Planning Group, LLC100$28.0K0.01%00.0%Unchanged
Bessemer Group Inc108$28.0K0.00%+108New
SRS Capital Advisors, Inc.105$27.0K0.00%−504−82.8%Reduced
Clearview Wealth Advisors LLC105$27.0K0.02%−47−30.9%Reduced
Focused Wealth Management, Inc103$27.0K0.00%+103New
Wagner Wealth Management, LLC98$27.0K0.02%+98New
AdvisorNet Financial, Inc100$26.0K0.00%−334−77.0%Reduced
Salem Investment Counselors Inc100$26.0K0.00%00.0%Unchanged
Bartlett & Co. LLC100$26.0K0.00%00.0%Unchanged
Cordasco Financial Network100$26.0K0.02%00.0%Unchanged
Joseph P. Lucia & Associates, LLC100$26.0K0.02%00.0%Unchanged
Sandy Spring Bank101$26.0K0.00%+36+55.4%Added
Winch Advisory Services, LLC100$26.0K0.01%+100New
Bartlett & Co. Wealth Management LLC100$25.7K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$25.7K0.03%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$25.0K0.00%+15+17.6%Added
Bedel Financial Consulting, Inc.99$25.0K0.01%+36+57.1%Added
Earnest Partners LLC95$24.0K0.00%00.0%Unchanged
Avondale Wealth Management91$23.0K0.02%−143−61.1%Reduced
Albion Financial Group89$23.0K0.00%+20+29.0%Added
Kings Point Capital Management83$21.0K0.00%−6−6.7%Reduced
Prentice Wealth Management LLC80$21.0K0.01%00.0%Unchanged
Logan Capital Management Inc80$21.0K0.00%+40+100.0%Added
Tradition Wealth Management, LLC81$21.0K0.00%+81New
Baystate Wealth Management LLC76$20.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC72$19.0K0.02%00.0%Unchanged
Close Asset Management Ltd70$18.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.70$18.0K0.01%+29+70.7%Added
Antonetti Capital Management LLC71$18.0K0.01%+71New
Activest Wealth Management68$18.0K0.01%+68New
MUFG Americas Holdings Corp65$17.0K0.00%00.0%Unchanged
Archer Investment Corp63$16.2K0.01%−60−48.8%Reduced
Carroll Financial Associates, Inc.66$16.0K0.00%−871−93.0%Reduced
Laurel Wealth Advisors LLC57$15.0K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC58$15.0K0.00%+58New
Lumature Wealth Partners, LLC60$15.0K0.01%+60New
Loring Wolcott & Coolidge Fiduciary Advisors LLP56$14.0K0.00%+10+21.7%Added
Atlas Private Wealth Advisors50$13.0K0.01%00.0%Unchanged
Private Capital Group, LLC51$13.0K0.00%+5+10.9%Added
Syverson Strege & Co51$13.0K0.01%+11+27.5%Added
JFS Wealth Advisors, LLC50$13.0K0.00%+50New
Sargent Bickham Lagudis LLC50$13.0K0.00%+50New
State of Wyoming48$12.0K0.01%−66−57.9%Reduced
Evolution Wealth Advisors, LLC47$12.0K0.00%−23−32.9%Reduced
Advent Capital Management45$12.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.49$12.0K0.00%00.0%Unchanged
Pacifica Partners Inc.45$12.0K0.01%00.0%Unchanged
JCIC Asset Management Inc.43$11.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC44$11.0K0.00%+34+340.0%Added
Spectrum Management Group, LLC42$11.0K0.00%+42New
Bell Investment Advisors, Inc42$11.0K0.00%+42New
Kistler-Tiffany Companies, LLC39$10.0K0.00%00.0%Unchanged
Better Money Decisions, LLC37$10.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC37$10.0K0.00%+20+117.6%Added
Vectors Research Management, LLC34$9.00K0.00%−26−43.3%Reduced
Webster Bank, N. A.35$9.00K0.00%00.0%Unchanged
Old North State Trust, LLC34$9.00K0.01%00.0%Unchanged
Security National Trust Co28$8.00K0.00%00.0%Unchanged