DocuSign, Inc.

DOCU

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001261333

SEC filings (opens in a new tab)

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

Value heldQ3 2021: $39.2B

Institutions holding DOCU and their total value by quarter
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.

Institutions holding DOCU in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Rockbridge Investment Management, LCC	30	$8.00K	0.00%	00.0%	Unchanged
Holloway Wealth Management, LLC	–	$8.00K	0.00%	–	New
Mizuho Securities Co. Ltd.	28	$7.00K	0.00%	00.0%	Unchanged
Moser Wealth Advisors, LLC	26	$7.00K	0.00%	+26	New
Raffa Wealth Management, LLC	27	$6.95K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	25	$6.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	25	$6.00K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	18	$5.01K	0.00%	+18	New
Wealth Quarterback LLC	16	$5.00K	0.00%	−10−38.5%	Reduced
Clearstead Advisors, LLC	20	$5.00K	0.00%	00.0%	Unchanged
Heritage Wealth Management, LLC	20	$5.00K	0.00%	00.0%	Unchanged
Tarbox Family Office, Inc.	19	$5.00K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	20	$5.00K	0.00%	+20	New
Providence Capital Advisors, LLC	20	$5.00K	0.00%	+20	New
Strategic Asset Management, LLC	18	$5.00K	0.01%	+18	New
Fortis Advisors, LLC	17	$4.00K	0.00%	+17	New
Sutton Wealth Advisors Inc.	13	$3.35K	0.00%	00.0%	Unchanged
Berkshire Capital Holdings Inc	10	$3.00K	0.00%	−83,360−100.0%	Reduced
True Link Financial Advisors, LLC	13	$3.00K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	10	$3.00K	0.00%	00.0%	Unchanged
Ironwood Financial, llc	10	$3.00K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	10	$3.00K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	10	$3.00K	0.00%	+10	New
Crewe Advisors LLC	9	$2.00K	0.00%	00.0%	Unchanged
Davidson Capital Management Inc.	9	$2.00K	0.00%	−2−18.2%	Reduced
Annapolis Financial Services, LLC	9	$2.00K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	6	$2.00K	0.00%	00.0%	Unchanged
Stonebridge Capital Advisors LLC	7	$2.00K	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	6	$2.00K	0.00%	+1+20.0%	Added
Lee Financial Co	7	$2.00K	0.00%	+7	New
TD Ameritrade Investment Management, LLC	8	$2.00K	0.00%	+8	New
Howe & Rusling Inc	5	$1.00K	0.00%	00.0%	Unchanged
Advocacy Wealth Management Services, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	5	$1.00K	0.00%	00.0%	Unchanged
Farmers & Merchants Investments Inc	4	$1.00K	0.00%	+4	New
Private Ocean, LLC	4	$1.00K	0.00%	+4	New
Johnson Midwest Financial, LLC	5	$1.00K	0.00%	+5	New
PEAK6 Investments LLC	4	$1.00K	0.00%	+4	New
Alaethes Wealth LLC	5	$1.00K	0.00%	+5	New
Red Tortoise LLC	13	$1.00K	0.00%	+13	New
Versant Capital Management, Inc	1	$0	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	2	$0	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	1	$0	0.00%	+1	New
Holocene Advisors, LP	0	$0	0.00%	−220,110−100.0%	Sold out
Kayak Investment Partners LLC	0	$0	0.00%	−105,031−100.0%	Sold out
Capital Fund Management S.A.	0	$0	0.00%	−76,434−100.0%	Sold out
KCL Capital, L.P.	0	$0	0.00%	−44,575−100.0%	Sold out
AMS Capital Ltda	0	$0	0.00%	−40,000−100.0%	Sold out
Navellier & Associates Inc	0	$0	0.00%	−33,994−100.0%	Sold out
Fullerton Fund Management Co Ltd.	0	$0	0.00%	−28,570−100.0%	Sold out
O'Neil Global Advisors, Inc.	0	$0	0.00%	−23,760−100.0%	Sold out
Twinbeech Capital LP	0	$0	0.00%	−19,865−100.0%	Sold out
Strategic Wealth Advisors Group, LLC	0	$0	0.00%	−18,226−100.0%	Sold out
State of Tennessee, Treasury Department	0	$0	0.00%	−16,064−100.0%	Sold out
Skye Global Management LP	0	$0	0.00%	−15,400−100.0%	Sold out
Yale University	0	$0	0.00%	−13,325−100.0%	Sold out
WBI Investments	0	$0	0.00%	−10,950−100.0%	Sold out
Athanor Capital, LP	0	$0	0.00%	−10,843−100.0%	Sold out
Caxton Associates LP	0	$0	0.00%	−10,700−100.0%	Sold out
F/M Investments LLC	0	$0	0.00%	−10,429−100.0%	Sold out
Paloma Partners Management Co	0	$0	0.00%	−10,233−100.0%	Sold out
Alight Capital Management LP	0	$0	0.00%	−10,000−100.0%	Sold out
Maytus Capital Management, LLC	0	$0	0.00%	−10,000−100.0%	Sold out
Peregrine Asset Advisers, Inc.	0	$0	0.00%	−9,513−100.0%	Sold out
AXS Investments LLC	0	$0	0.00%	−9,013−100.0%	Sold out
ETF Managers Group, LLC	0	$0	0.00%	−7,740−100.0%	Sold out
Two Sigma Securities, LLC	0	$0	0.00%	−5,024−100.0%	Sold out
Jackson Wealth Management, LLC	0	$0	0.00%	−5,000−100.0%	Sold out
Kornitzer Capital Management Inc	0	$0	0.00%	−4,775−100.0%	Sold out
Grandview Asset Management LLC	0	$0	0.00%	−4,733−100.0%	Sold out
Axiom Investment Management LLC	0	$0	0.00%	−4,625−100.0%	Sold out
BP PLC	0	$0	0.00%	−4,539−100.0%	Sold out
Sante Capital Fund, LP	0	$0	0.00%	−4,284−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−4,169−100.0%	Sold out
Mass General Brigham, Inc	0	$0	0.00%	−4,003−100.0%	Sold out
Point72 Asset Management, L.P.	0	$0	0.00%	−4,000−100.0%	Sold out
BIT Capital GmbH	0	$0	0.00%	−3,900−100.0%	Sold out
Hall Private Wealth Advisors	0	$0	0.00%	−3,725−100.0%	Sold out
Breakline Capital LLC	0	$0	0.00%	−3,432−100.0%	Sold out
Teilinger Capital Ltd.	0	$0	0.00%	−2,500−100.0%	Sold out
Robertson Stephens Wealth Management, LLC	0	$0	0.00%	−2,306−100.0%	Sold out
Founders Financial Securities LLC	0	$0	0.00%	−2,163−100.0%	Sold out
Boardman Bay Capital Management LLC	0	$0	0.00%	−2,040−100.0%	Sold out
Cim Investment Mangement Inc	0	$0	0.00%	−1,807−100.0%	Sold out
Odey Asset Management Group Ltd	0	$0	0.00%	−1,656−100.0%	Sold out
New World Advisors LLC	0	$0	0.00%	−1,486−100.0%	Sold out
Tudor Investment Corp Et Al	0	$0	0.00%	−1,474−100.0%	Sold out
Cypress Wealth Services, LLC	0	$0	0.00%	−1,312−100.0%	Sold out
Walleye Capital LLC	0	$0	0.00%	−1,240−100.0%	Sold out
Spouting Rock Asset Management, LLC	0	$0	0.00%	−1,176−100.0%	Sold out
AlphaStar Capital Management, LLC	0	$0	0.00%	−1,105−100.0%	Sold out
Foster Victor Wealth Advisors, LLC	0	$0	0.00%	−1,100−100.0%	Sold out
Vanguard Capital Wealth Advisors	0	$0	0.00%	−1,070−100.0%	Sold out
Lombard Odier Asset Management (Switzerland) SA	0	$0	0.00%	−1,041−100.0%	Sold out
Sequoia Financial Advisors, LLC	0	$0	0.00%	−1,011−100.0%	Sold out
Precept Management LLC	0	$0	0.00%	−1,000−100.0%	Sold out
Pallas Capital Advisors LLC	0	$0	0.00%	−921−100.0%	Sold out
Dorchester Wealth Management Co	0	$0	0.00%	−980−100.0%	Sold out
BNC Wealth Management, LLC	0	$0	0.00%	−902−100.0%	Sold out
Quantitative Systematic Strategies LLC	0	$0	0.00%	−899−100.0%	Sold out