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 |
|---|---|---|---|---|---|
| Geneva Partners, LLC | 8,480 | $2.18M | 1.08% | +1,820+27.3% | Added |
| E. Ohman J:or Asset Management AB | 8,400 | $2.16M | 0.07% | +400+5.0% | Added |
| Paradiem, LLC | 7,587 | $2.14M | 0.64% | +1,535+25.4% | Added |
| Ocean Capital Management, LLC | 8,260 | $2.14M | 0.93% | +236+2.9% | Added |
| Intersect Capital LLC | 8,265 | $2.13M | 0.36% | +101+1.2% | Added |
| Resolute Partners Group | 8,182 | $2.11M | 0.29% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,401 | $2.07M | 0.22% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,026 | $2.07M | 0.02% | +751+10.3% | Added |
| Proequities, Inc. | 8,014 | $2.06M | 0.13% | +202+2.6% | Added |
| Peapack Gladstone Financial Corp | 7,939 | $2.04M | 0.04% | +7,939 | New |
| 1776 Wealth LLC | 7,959 | $2.03M | 1.16% | −185−2.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,794 | $2.01M | 0.09% | +7,794 | New |
| GAM Holding AG | 10,127 | $2.00M | 0.09% | +10.0% | Added |
| Jane Street Group, LLC | 7,746 | $1.99M | 0.01% | −465,412−98.4% | Reduced |
| Cerity Partners LLC | 7,666 | $1.97M | 0.04% | +456+6.3% | Added |
| Level Four Advisory Services, LLC | 7,657 | $1.97M | 0.20% | −435−5.4% | Reduced |
| Lido Advisors, LLC | 7,581 | $1.95M | 0.04% | +229+3.1% | Added |
| GM Advisory Group, Inc. | 7,534 | $1.94M | 0.20% | −2,189−22.5% | Reduced |
| Gladstone Institutional Advisory LLC | 7,468 | $1.92M | 0.19% | +5,461+272.1% | Added |
| Illinois Municipal Retirement Fund | 7,331 | $1.89M | 0.07% | 00.0% | Unchanged |
| AXA S.A. | 7,300 | $1.88M | 0.01% | −698−8.7% | Reduced |
| XR Securities LLC | 7,285 | $1.88M | 1.72% | +1,147+18.7% | Added |
| Kovack Advisors, Inc. | 7,250 | $1.87M | 0.20% | −1,702−19.0% | Reduced |
| Equitable Holdings, Inc. | 7,124 | $1.83M | 0.03% | +1,648+30.1% | Added |
| Meiji Yasuda Life Insurance Co | 7,007 | $1.80M | 0.03% | −130−1.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,999 | $1.80M | 0.07% | +49+0.7% | Added |
| Boenning & Scattergood, Inc. | 6,874 | $1.77M | 0.31% | +438+6.8% | Added |
| Pacer Advisors, Inc. | 6,847 | $1.76M | 0.02% | +451+7.1% | Added |
| Scotia Capital Inc. | 6,754 | $1.74M | 0.01% | −866−11.4% | Reduced |
| Stephens Inc | 6,734 | $1.73M | 0.03% | +1,661+32.7% | Added |
| Artemis Investment Management LLP | 6,615 | $1.70M | 0.01% | +1,275+23.9% | Added |
| Vestmark Advisory Solutions, Inc. | 6,601 | $1.70M | 0.12% | +2,335+54.7% | Added |
| Comprehensive Financial Management LLC | 6,593 | $1.70M | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6,577 | $1.69M | 0.09% | +30.0% | Added |
| Wetherby Asset Management Inc | 6,481 | $1.67M | 0.10% | +602+10.2% | Added |
| Strategic Advisors LLC | 6,433 | $1.66M | 0.36% | +6,433 | New |
| Echo Street Capital Management LLC | 6,330 | $1.63M | 0.01% | +6,330 | New |
| Highland Capital Management, LLC | 6,242 | $1.61M | 0.10% | −560−8.2% | Reduced |
| Stratos Wealth Partners, LTD. | 6,233 | $1.60M | 0.04% | −178−2.8% | Reduced |
| Pier 88 Investment Partners LLC | 6,200 | $1.60M | 0.48% | −6,900−52.7% | Reduced |
| Occudo Quantitative Strategies LP | 6,144 | $1.58M | 0.19% | +350+6.0% | Added |
| Doheny Asset Management | 6,131 | $1.58M | 1.13% | −20.0% | Reduced |
| Gotham Asset Management, LLC | 6,123 | $1.58M | 0.06% | −13,927−69.5% | Reduced |
| Paragon Advisors, LLC | 6,105 | $1.57M | 0.76% | +646+11.8% | Added |
| Van Hulzen Asset Management, LLC | 6,091 | $1.57M | 0.23% | +109+1.8% | Added |
| Hilltop Holdings Inc. | 6,076 | $1.56M | 0.17% | +303+5.2% | Added |
| Keybank National Association | 6,009 | $1.55M | 0.01% | −130−2.1% | Reduced |
| Potrero Capital Research LLC | 5,975 | $1.54M | 0.40% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 5,925 | $1.53M | 0.83% | −450−7.1% | Reduced |
| WT Wealth Management | 5,898 | $1.52M | 0.59% | −607−9.3% | Reduced |
| Quattro Financial Advisors LLC | 5,575 | $1.51M | 0.40% | +75+1.4% | Added |
| Algert Global LLC | 5,878 | $1.51M | 0.20% | +5,878 | New |
| AlphaCrest Capital Management LLC | 5,861 | $1.51M | 0.08% | +5,861 | New |
| Wolverine Asset Management LLC | 5,739 | $1.48M | 0.02% | +1,432+33.2% | Added |
| Oppenheimer Asset Management Inc. | 5,739 | $1.48M | 0.02% | +1,717+42.7% | Added |
| Tower View Investment Management & Research LLC | 5,706 | $1.47M | 0.81% | −871−13.2% | Reduced |
| Silvant Capital Management LLC | 5,685 | $1.46M | 0.26% | −1,120−16.5% | Reduced |
| Aspen Investment Management Inc | 5,670 | $1.46M | 0.77% | +85+1.5% | Added |
| Purus Wealth Management, LLC | 5,665 | $1.46M | 1.01% | +1,103+24.2% | Added |
| Marietta Investment Partners LLC | 5,641 | $1.45M | 0.33% | −200−3.4% | Reduced |
| People's United Financial, Inc. | 5,611 | $1.44M | 0.03% | +191+3.5% | Added |
| Congress Park Capital LLC | 5,606 | $1.44M | 0.74% | −165−2.9% | Reduced |
| Banque Cantonale Vaudoise | 5,581 | $1.44M | 0.06% | +543+10.8% | Added |
| Pathstone Family Office, LLC | 5,551 | $1.43M | 0.04% | +71+1.3% | Added |
| Manufacturers Life Insurance Company, The | 5,544 | $1.43M | 0.00% | −119−2.1% | Reduced |
| Brandywine Managers, LLC | 5,511 | $1.42M | 1.48% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,500 | $1.42M | 0.10% | +3,956+256.2% | Added |
| Segment Wealth Management, LLC | 5,481 | $1.41M | 0.17% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 5,437 | $1.40M | 0.03% | −53−1.0% | Reduced |
| IBM Retirement Fund | 5,400 | $1.39M | 0.11% | +17+0.3% | Added |
| Central Trust Co | 5,368 | $1.38M | 0.05% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 5,358 | $1.38M | 0.11% | +5,358 | New |
| SeaCrest Wealth Management, LLC | 5,334 | $1.37M | 0.17% | +784+17.2% | Added |
| Acadian Asset Management LLC | 5,326 | $1.37M | 0.01% | −4,110−43.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 5,270 | $1.36M | 0.73% | +780+17.4% | Added |
| Busey Wealth Management | 5,268 | $1.36M | 0.05% | +220+4.4% | Added |
| Prime Capital Investment Advisors, LLC | 5,222 | $1.34M | 0.08% | +5,222 | New |
| Thoroughbred Financial Services, LLC | 5,220 | $1.34M | 0.33% | +197+3.9% | Added |
| Cornerstone Capital, Inc. | 5,177 | $1.33M | 0.15% | 00.0% | Unchanged |
| Manchester Financial Inc | 5,161 | $1.33M | 0.51% | −19−0.4% | Reduced |
| Motley Fool Asset Management LLC | 5,139 | $1.32M | 0.09% | +555+12.1% | Added |
| Quantbot Technologies LP | 5,135 | $1.32M | 0.10% | +462+9.9% | Added |
| Redpoint Investment Management Pty Ltd | 5,109 | $1.31M | 0.11% | −417−7.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,100 | $1.31M | 0.30% | −1,330−20.7% | Reduced |
| Ameritas Investment Company, LLC | 5,053 | $1.30M | 0.06% | +1,409+38.7% | Added |
| Capital Investment Advisory Services, LLC | 5,016 | $1.29M | 0.16% | +65+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,009 | $1.29M | 0.82% | −35−0.7% | Reduced |
| Centiva Capital, LP | 4,998 | $1.29M | 0.10% | +1,879+60.2% | Added |
| Erste Asset Management GmbH | 5,000 | $1.28M | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,969 | $1.28M | 0.07% | +6+0.1% | Added |
| Parsons Capital Management Inc | 4,960 | $1.28M | 0.10% | −25−0.5% | Reduced |
| Advisor Resource Council | 4,940 | $1.27M | 0.39% | −1,322−21.1% | Reduced |
| Ferris Capital, LLC | 4,996 | $1.27M | 0.27% | +4,996 | New |
| Van Eck Associates Corp | 4,864 | $1.25M | 0.00% | −688−12.4% | Reduced |
| Marshall & Sullivan Inc | 4,827 | $1.24M | 0.65% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 4,819 | $1.24M | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,775 | $1.23M | 0.37% | +2,355+97.3% | Added |
| Legacy Advisors, LLC | 4,766 | $1.23M | 0.49% | +10.0% | Added |
| Independent Financial Group, LLC | 4,756 | $1.22M | 0.13% | +1,273+36.5% | Added |
| Integrated Advisors Network LLC | 4,753 | $1.22M | 0.08% | −14−0.3% | Reduced |