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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 4,735 | $1.22M | 0.08% | +653+16.0% | Added |
| TBH Global Asset Management, LLC | 4,680 | $1.21M | 0.28% | 00.0% | Unchanged |
| Rational Advisors LLC | 4,665 | $1.20M | 0.09% | −230−4.7% | Reduced |
| Ethic Inc. | 4,655 | $1.20M | 0.12% | +724+18.4% | Added |
| Castle Rock Wealth Management, LLC | 4,355 | $1.19M | 0.41% | +80+1.9% | Added |
| IHT Wealth Management, LLC | 4,616 | $1.19M | 0.10% | −119−2.5% | Reduced |
| Brinker Capital Investments, LLC | 4,200 | $1.17M | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,509 | $1.16M | 0.14% | +663+17.2% | Added |
| FORA Capital, LLC | 4,460 | $1.15M | 0.29% | +4,460 | New |
| Donoghue Forlines LLC | 4,370 | $1.13M | 0.22% | −510−10.5% | Reduced |
| Polar Asset Management Partners Inc. | 4,340 | $1.12M | 0.01% | +4,340 | New |
| Checchi Capital Advisers, LLC | 4,325 | $1.11M | 0.14% | −1,952−31.1% | Reduced |
| Arden Trust Co | 4,319 | $1.11M | 0.19% | +1,225+39.6% | Added |
| First Foundation Advisors | 4,297 | $1.11M | 0.04% | +192+4.7% | Added |
| MUFG Securities EMEA plc | 4,288 | $1.10M | 0.01% | −9,735−69.4% | Reduced |
| Corient Capital Partners, LLC | 4,279 | $1.10M | 0.08% | +60+1.4% | Added |
| FineMark National Bank & Trust | 4,267 | $1.10M | 0.05% | +18+0.4% | Added |
| Toroso Investments, LLC | 4,264 | $1.10M | 0.04% | +524+14.0% | Added |
| Green Alpha Advisors, LLC | 4,228 | $1.09M | 0.75% | +39+0.9% | Added |
| Conway Capital Management, Inc. | 4,219 | $1.09M | 0.74% | +220+5.5% | Added |
| Coastal Investment Management, L.P. | 4,200 | $1.08M | 1.51% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,150 | $1.07M | 0.04% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,145 | $1.07M | 0.53% | +111+2.8% | Added |
| Valeo Financial Advisors, LLC | 4,144 | $1.07M | 0.06% | +330+8.7% | Added |
| Bridgeway Capital Management, LLC | 4,100 | $1.05M | 0.02% | 00.0% | Unchanged |
| Titus Wealth Management | 4,084 | $1.05M | 0.55% | +206+5.3% | Added |
| Eudaimonia Partners, LLC | 4,059 | $1.04M | 0.19% | +134+3.4% | Added |
| KLK Capital Management LLC | 4,050 | $1.04M | 0.96% | −1,954−32.5% | Reduced |
| Oak Ridge Investments LLC | 4,030 | $1.04M | 0.09% | −34−0.8% | Reduced |
| Bristlecone Advisors, LLC | 4,024 | $1.04M | 0.14% | −20−0.5% | Reduced |
| Hudson Value Partners, LLC | 4,010 | $1.03M | 0.57% | −15−0.4% | Reduced |
| Marshall Wace North America L.P. | 4,006 | $1.03M | 0.00% | −88,037−95.6% | Reduced |
| Wealthfront Advisers LLC | 4,003 | $1.03M | 0.00% | +514+14.7% | Added |
| Elite Wealth Management, Inc. | 3,998 | $1.03M | 0.46% | +110+2.8% | Added |
| Abbrea Capital, LLC | 3,979 | $1.02M | 0.15% | +820+26.0% | Added |
| Q Capital Solutions | 3,975 | $1.02M | 0.75% | +1,025+34.7% | Added |
| O'Shaughnessy Asset Management, LLC | 3,960 | $1.02M | 0.02% | +300+8.2% | Added |
| JT Stratford LLC | 3,942 | $1.01M | 0.31% | +24+0.6% | Added |
| Legal Advantage Investments, Inc. | 3,925 | $1.01M | 0.68% | −75−1.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,921 | $1.01M | 0.37% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,892 | $1.00M | 0.58% | +482+14.1% | Added |
| Vestcor Inc | 3,860 | $994.0K | 0.04% | −262−6.4% | Reduced |
| J.W. Cole Advisors, Inc. | 3,855 | $992.0K | 0.07% | +677+21.3% | Added |
| Oxler Private Wealth LLC | 3,844 | $989.0K | 0.44% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,818 | $982.0K | 0.08% | −2,356−38.2% | Reduced |
| Ascent Wealth Partners, LLC | 3,811 | $981.0K | 0.19% | −15−0.4% | Reduced |
| Park Avenue Securities LLC | 3,800 | $978.0K | 0.02% | +537+16.5% | Added |
| Claraphi Advisory Network, LLC | 3,772 | $971.0K | 0.34% | −2,631−41.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,773 | $970.8K | 0.01% | −477−11.2% | Reduced |
| Element Pointe Advisors, LLC | 3,750 | $965.0K | 0.33% | −1,836−32.9% | Reduced |
| Harbour Investments, Inc. | 3,718 | $957.0K | 0.03% | −2,988−44.6% | Reduced |
| Raymond James Trust N.A. | 3,715 | $956.0K | 0.03% | +220+6.3% | Added |
| Siemens Fonds Invest GmbH | 3,672 | $945.0K | 0.06% | +3,672 | New |
| David J Yvars Group | 3,662 | $944.0K | 0.55% | +487+15.3% | Added |
| Souders Financial Advisors | 3,659 | $942.0K | 0.30% | +39+1.1% | Added |
| WD Rutherford LLC | 3,658 | $942.0K | 0.51% | +2,230+156.2% | Added |
| IVC Wealth Advisors LLC | 3,625 | $933.0K | 0.64% | −765−17.4% | Reduced |
| EP Wealth Advisors, LLC | 3,618 | $931.0K | 0.03% | −507−12.3% | Reduced |
| Evergreen Capital Management LLC | 3,561 | $917.0K | 0.04% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3,560 | $916.0K | 0.61% | +3,560 | New |
| B & T Capital Management DBA Alpha Capital Management | 3,555 | $915.0K | 0.22% | −826−18.9% | Reduced |
| Berman Capital Advisors, LLC | 3,523 | $906.0K | 0.14% | +42+1.2% | Added |
| Nicholas Investment Partners, LP | 3,484 | $897.0K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,466 | $892.0K | 0.18% | +35+1.0% | Added |
| Wintrust Investments LLC | 3,455 | $889.0K | 0.12% | −310−8.2% | Reduced |
| Commerce Bank | 3,453 | $888.0K | 0.01% | −742−17.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,443 | $886.0K | 0.18% | +55+1.6% | Added |
| Dynamic Advisor Solutions LLC | 3,440 | $886.0K | 0.07% | +915+36.2% | Added |
| ING Groep NV | 3,429 | $883.0K | 0.01% | −2−0.1% | Reduced |
| Sumitomo Life Insurance Co | 3,338 | $859.0K | 0.02% | −140−4.0% | Reduced |
| NVWM, LLC | 3,338 | $859.0K | 0.31% | +50+1.5% | Added |
| Northeast Financial Consultants Inc | 3,338 | $859.0K | 0.06% | +1,033+44.8% | Added |
| PFG Advisors | 3,324 | $856.0K | 0.10% | +30+0.9% | Added |
| JustInvest LLC | 3,305 | $851.0K | 0.08% | +407+14.0% | Added |
| Wrapmanager Inc | 3,214 | $827.0K | 0.22% | +1,026+46.9% | Added |
| Twin Capital Management Inc | 3,200 | $824.0K | 0.08% | −721−18.4% | Reduced |
| NEXT Financial Group, Inc | 3,173 | $817.0K | 0.06% | −758−19.3% | Reduced |
| Berkshire Asset Management LLC | 3,163 | $814.0K | 0.05% | +565+21.7% | Added |
| Allstate Corp | 3,155 | $812.0K | 0.03% | −203−6.0% | Reduced |
| Snowden Capital Advisors LLC | 3,142 | $808.8K | 0.04% | +993+46.2% | Added |
| Wealth Management Partners, LLC | 3,130 | $806.0K | 0.60% | −225−6.7% | Reduced |
| Chapman Investment Management, LLC | 3,070 | $790.0K | 0.41% | +1,535+100.0% | Added |
| Integrated Wealth Concepts LLC | 3,019 | $777.0K | 0.03% | +3,019 | New |
| Cubic Asset Management, LLC | 3,000 | $772.0K | 0.19% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,864 | $770.0K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,991 | $770.0K | 0.21% | +361+13.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,985 | $768.0K | 0.10% | +184+6.6% | Added |
| Global Trust Asset Management, LLC | 2,984 | $768.0K | 0.34% | +1,979+196.9% | Added |
| Vista Wealth Management Group, LLC | 2,980 | $767.0K | 0.14% | +29+1.0% | Added |
| Belpointe Asset Management LLC | 2,964 | $763.0K | 0.05% | −4,234−58.8% | Reduced |
| WoodTrust Financial Corp | 2,946 | $759.0K | 0.18% | +1,535+108.8% | Added |
| Mercer Global Advisors Inc | 2,917 | $751.0K | 0.01% | +836+40.2% | Added |
| Centaurus Financial, Inc. | 2,906 | $748.0K | 0.06% | −6−0.2% | Reduced |
| Private Advisory Group LLC | 2,871 | $739.0K | 0.18% | +2,871 | New |
| Signaturefd, LLC | 2,865 | $738.0K | 0.03% | +30+1.1% | Added |
| Aigen Investment Management, LP | 2,844 | $732.0K | 0.14% | −15,203−84.2% | Reduced |
| Wealth Management Associates, Inc. | 2,833 | $729.3K | 0.43% | +33+1.2% | Added |
| Symmetry Partners, LLC | 2,838 | $727.0K | 0.05% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,813 | $724.0K | 0.19% | +88+3.2% | Added |
| Pensionfund DSM Netherlands | 2,800 | $721.0K | 0.09% | +2,800 | New |