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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 16,083 | $4.14M | 0.16% | +1,057+7.0% | Added |
| Sigma Planning Corp | 16,000 | $4.12M | 0.13% | +3,773+30.9% | Added |
| American International Group, Inc. | 15,951 | $4.11M | 0.02% | −292−1.8% | Reduced |
| Financial Consulate, Inc | 15,849 | $4.08M | 1.48% | −100−0.6% | Reduced |
| HighPoint Advisor Group LLC | 15,674 | $4.04M | 0.40% | −364−2.3% | Reduced |
| Wedbush Securities Inc | 15,522 | $4.00M | 0.19% | +552+3.7% | Added |
| Prospera Financial Services Inc | 15,489 | $3.99M | 0.20% | −1,414−8.4% | Reduced |
| Harbor Investment Advisory, LLC | 15,280 | $3.93M | 0.53% | −200−1.3% | Reduced |
| Essex LLC | 15,256 | $3.93M | 1.09% | +15,256 | New |
| Parkwood LLC | 15,230 | $3.92M | 0.67% | +11,374+295.0% | Added |
| Private Advisor Group, LLC | 15,167 | $3.90M | 0.02% | +5,043+49.8% | Added |
| Davenport & Co LLC | 15,034 | $3.87M | 0.03% | −575−3.7% | Reduced |
| Atlas Principals, LLC | 15,000 | $3.86M | 3.40% | +15,000 | New |
| Werlinich Asset Management, LLC | 14,790 | $3.81M | 3.08% | −90−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 14,700 | $3.78M | 0.12% | +700+5.0% | Added |
| National Asset Management, Inc. | 14,626 | $3.77M | 0.12% | +534+3.8% | Added |
| Altman Advisors, Inc. | 13,483 | $3.75M | 2.08% | +52+0.4% | Added |
| Daiwa Securities Group Inc. | 14,525 | $3.74M | 0.02% | +1,482+11.4% | Added |
| Optimal Asset Management, Inc. | 14,506 | $3.73M | 0.47% | +44+0.3% | Added |
| Maryland State Retirement & Pension System | 14,375 | $3.73M | 0.11% | 00.0% | Unchanged |
| Bokf, NA | 14,115 | $3.63M | 0.06% | +14,115 | New |
| Nippon Life Global Investors Americas, Inc. | 14,060 | $3.62M | 0.19% | −1,150−7.6% | Reduced |
| Point72 Hong Kong Ltd | 14,051 | $3.62M | 0.28% | +7,523+115.2% | Added |
| Tredje AP-fonden | 14,000 | $3.60M | 0.08% | +14,000 | New |
| Elo Mutual Pension Insurance Co | 13,549 | $3.49M | 0.11% | +489+3.7% | Added |
| GPS Wealth Strategies Group, LLC | 13,487 | $3.47M | 0.86% | +702+5.5% | Added |
| Tran Capital Management, L.P. | 13,324 | $3.43M | 0.29% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 13,231 | $3.40M | 0.10% | −3,422−20.5% | Reduced |
| Watchman Group, Inc. | 13,207 | $3.40M | 2.19% | −565−4.1% | Reduced |
| Meridian Wealth Management, LLC | 13,137 | $3.38M | 0.42% | +248+1.9% | Added |
| Cetera Advisor Networks LLC | 13,079 | $3.37M | 0.05% | −253−1.9% | Reduced |
| Marshall Wace, LLP | 13,074 | $3.37M | 0.02% | +13,074 | New |
| Capula Management Ltd | 12,963 | $3.34M | 0.26% | +12,027+1,284.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 12,950 | $3.33M | 0.07% | +4,414+51.7% | Added |
| Evolutionary Tree Capital Management, LLC | 12,893 | $3.32M | 1.47% | +1,501+13.2% | Added |
| Tributary Capital Management, LLC | 12,800 | $3.29M | 0.25% | −200−1.5% | Reduced |
| Metropolitan Life Insurance Co | 12,794 | $3.29M | 0.05% | −420−3.2% | Reduced |
| Karp Capital Management Corp | 12,620 | $3.25M | 0.46% | +12,620 | New |
| Shell Asset Management Co | 12,291 | $3.16M | 0.07% | −12,799−51.0% | Reduced |
| Wealthcare Advisory Partners LLC | 12,131 | $3.12M | 0.20% | −132−1.1% | Reduced |
| Advisors Asset Management, Inc. | 12,121 | $3.12M | 0.05% | −417−3.3% | Reduced |
| Bennett Selby Investments LP | 12,029 | $3.10M | 2.02% | +17+0.1% | Added |
| Resonant Capital Advisors, LLC | 11,865 | $3.05M | 0.53% | +300+2.6% | Added |
| Cetera Advisors LLC | 11,720 | $3.02M | 0.06% | +764+7.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,707 | $3.01M | 0.04% | −382−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,675 | $3.01M | 0.05% | +413+3.7% | Added |
| Catalyst Capital Advisors LLC | 11,587 | $2.98M | 0.15% | +1,473+14.6% | Added |
| Spire Wealth Management | 11,592 | $2.97M | 0.08% | +3,773+48.3% | Added |
| Leonteq Securities AG | 11,430 | $2.94M | 0.16% | +4,976+77.1% | Added |
| Jackson Square Capital, LLC | 11,271 | $2.90M | 0.94% | −3,312−22.7% | Reduced |
| FengHe Fund Management Pte. Ltd. | 11,200 | $2.88M | 2.53% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 11,144 | $2.87M | 0.89% | −151−1.3% | Reduced |
| Amalgamated Bank | 11,070 | $2.85M | 0.02% | −1,851−14.3% | Reduced |
| Venturi Wealth Management, LLC | 11,009 | $2.83M | 0.24% | +11,009 | New |
| Crawford Lake Capital Management, LLC | 10,940 | $2.82M | 1.81% | +10,940 | New |
| RMB Capital Management, LLC | 10,852 | $2.79M | 0.09% | +1,209+12.5% | Added |
| Teamwork Financial Advisors, LLC | 10,791 | $2.78M | 0.55% | +415+4.0% | Added |
| MAI Capital Management | 10,710 | $2.76M | 0.05% | −3,341−23.8% | Reduced |
| Avantax Advisory Services, Inc. | 10,595 | $2.73M | 0.05% | −2,562−19.5% | Reduced |
| Cloverfields Capital Group, LP | 10,585 | $2.73M | 0.88% | +2,680+33.9% | Added |
| Northwestern Mutual Wealth Management Co | 10,576 | $2.72M | 0.00% | +3,229+43.9% | Added |
| Aspiriant, LLC | 10,547 | $2.71M | 0.16% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 10,481 | $2.70M | 1.52% | −243−2.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 10,391 | $2.67M | 0.99% | +88+0.9% | Added |
| Roberts Wealth Advisors, LLC | 10,237 | $2.63M | 1.04% | +10,237 | New |
| CMT Capital Markets Trading GmbH | 10,256 | $2.63M | 1.00% | +10,256 | New |
| Northeast Investment Management | 10,221 | $2.63M | 0.14% | +544+5.6% | Added |
| Orser Capital Management, LLC | 10,148 | $2.61M | 1.47% | +95+0.9% | Added |
| 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 |
| The PNC Financial Services Group, Inc. | 9,860 | $2.54M | 0.00% | −518−5.0% | Reduced |
| Modus Advisors, LLC | 9,740 | $2.51M | 1.08% | −120−1.2% | Reduced |
| Magnetar Financial LLC | 9,731 | $2.50M | 0.03% | +9,731 | New |
| Ceera Investments, LLC | 9,691 | $2.50M | 1.37% | −1,169−10.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,690 | $2.49M | 0.01% | −3,310−25.5% | Reduced |
| Prudential Financial Inc | 8,942 | $2.48M | 0.00% | −4,756−34.7% | Reduced |
| V Wealth Advisors LLC | 9,595 | $2.47M | 0.39% | −491−4.9% | Reduced |
| Cresset Asset Management, LLC | 9,569 | $2.46M | 0.03% | +968+11.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,553 | $2.46M | 0.17% | −350−3.5% | Reduced |
| Engineers Gate Manager LP | 9,546 | $2.46M | 0.14% | −19,950−67.6% | Reduced |
| Stokes Family Office, LLC | 9,446 | $2.43M | 0.34% | −37−0.4% | Reduced |
| Washington Trust Co | 9,419 | $2.42M | 0.07% | +9,094+2,798.2% | Added |
| Graham Capital Management, L.P. | 9,317 | $2.40M | 0.14% | −7,235−43.7% | Reduced |
| Achmea Investment Management B.V. | 9,251 | $2.38M | 0.07% | +3,828+70.6% | Added |
| M&T Bank Corp | 9,223 | $2.37M | 0.01% | −184−2.0% | Reduced |
| Thomas Story & Son LLC | 9,213 | $2.37M | 0.97% | +16+0.2% | Added |
| Orion Capital Management LLC | 9,110 | $2.35M | 1.42% | −450−4.7% | Reduced |
| American Portfolios Advisors | 9,057 | $2.33M | 0.09% | −2,215−19.7% | Reduced |
| Aviance Capital Partners, LLC | 9,030 | $2.33M | 0.41% | +5,000+124.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 9,000 | $2.32M | 0.63% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 8,968 | $2.31M | 0.11% | +3,380+60.5% | Added |
| Bradley Mark J. | 8,960 | $2.31M | 1.58% | +970+12.1% | Added |
| New England Investment & Retirement Group, Inc. | 8,881 | $2.29M | 0.53% | −148−1.6% | Reduced |
| Bogart Wealth, LLC | 8,846 | $2.28M | 0.23% | +1,320+17.5% | Added |
| GWM Advisors LLC | 8,795 | $2.26M | 0.06% | −502−5.4% | Reduced |
| Pearl River Capital, LLC | 8,787 | $2.26M | 0.61% | +5,745+188.9% | Added |
| Tower Research Capital LLC (TRC) | 8,730 | $2.25M | 0.06% | −3,765−30.1% | Reduced |
| First Hawaiian Bank | 8,703 | $2.24M | 0.09% | +3,577+69.8% | Added |
| FinTrust Capital Advisors, LLC | 8,691 | $2.24M | 0.59% | +8,546+5,893.8% | Added |
| Hamilton Lane Advisors LLC | 8,501 | $2.19M | 0.37% | −5,000−37.0% | Reduced |