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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 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.

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
Bayesian Capital Management, LP2,800$721.0K0.21%+2,800New
Fiduciary Trust Co2,780$716.0K0.01%+760+37.6%Added
Levin Capital Strategies, L.P.2,782$716.0K0.07%+2,782New
Cornerstone Wealth Management, LLC2,773$714.0K0.08%+1,358+96.0%Added
Bluestein R H & Co2,750$708.0K0.03%−1,025−27.2%Reduced
Mark Stevens2,726$702.0K0.08%−790−22.5%Reduced
World Asset Management Inc2,725$701.0K0.07%−291−9.6%Reduced
Bailard, Inc.2,715$699.0K0.02%+90+3.4%Added
Barings LLC2,717$699.0K0.02%+2,717New
Citadel Advisors LLC2,700$695.0K0.00%−144,470−98.2%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,700$695.0K0.04%−600−18.2%Reduced
Crestwood Advisors Group LLC2,683$691.0K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC2,677$689.0K0.02%−2,597−49.2%Reduced
Chicago Trust Co NA2,667$686.0K0.15%+380+16.6%Added
Abner Herrman & Brock LLC2,650$682.0K0.10%+2,650New
American National Registered Investment Advisor, Inc.2,641$680.0K0.25%−9−0.3%Reduced
Financial Partners Group, Inc2,640$680.0K0.16%+2,640New
Mid Atlantic Financial Management Inc2,635$678.0K0.05%+426+19.3%Added
Meritage Portfolio Management2,625$676.0K0.04%00.0%Unchanged
Norinchukin Bank, The2,626$676.0K0.01%+391+17.5%Added
Harel Insurance Investments & Financial Services Ltd.2,620$674.0K0.02%−29−1.1%Reduced
Glen Eagle Advisors, LLC2,603$670.1K0.19%+186+7.7%Added
Columbia Asset Management2,602$670.0K0.15%−220−7.8%Reduced
Westover Capital Advisors, LLC2,604$670.0K0.21%−152−5.5%Reduced
Nwam LLC2,599$669.0K0.06%−27−1.0%Reduced
Capital International Sarl2,588$666.0K0.06%+499+23.9%Added
Nomura Holdings Inc2,560$660.0K0.00%−39,877−94.0%Reduced
Avestar Capital, LLC2,547$656.0K0.13%+190+8.1%Added
Washburn Capital Management, Inc.2,540$654.0K0.43%−200−7.3%Reduced
Clarius Group, LLC2,536$653.0K0.06%+402+18.8%Added
Fulcrum Asset Management LLP–$651.0K0.32%–New
Quantamental Technologies LLC2,515$647.0K0.43%+811+47.6%Added
Barbara Oil Co.2,505$645.0K0.30%00.0%Unchanged
HBK Sorce Advisory LLC2,500$644.0K0.04%+195+8.5%Added
Jupiter Wealth Management LLC2,500$639.0K0.30%+2,000+400.0%Added
Sloy Dahl & Holst, LLC2,477$638.0K0.14%−3−0.1%Reduced
Pendal Group Limited2,473$637.0K0.01%+6+0.2%Added
360 Financial, Inc.2,470$636.0K0.33%00.0%Unchanged
Malaga Cove Capital, LLC2,450$631.0K0.26%+25+1.0%Added
CNB Bank2,370$610.0K0.37%+54+2.3%Added
Focus Financial Network, Inc.2,361$607.8K0.08%+257+12.2%Added
Triton Wealth Management, PLLC2,246$604.0K0.29%−95−4.1%Reduced
Mutual Advisors, LLC2,342$603.0K0.04%−775−24.9%Reduced
TownSquare Capital, LLC2,344$603.0K0.02%+991+73.2%Added
KCM Investment Advisors LLC2,329$600.0K0.02%+1,175+101.8%Added
Gluskin Sheff & Assoc Inc2,322$598.0K0.03%+2,322New
Phoenix Wealth Advisors2,306$594.0K0.44%+44+1.9%Added
Golden Green, Inc.2,292$590.0K0.46%−493−17.7%Reduced
CPWM, LLC2,287$589.0K0.05%+10.0%Added
Ci Investments Inc.2,286$588.0K0.00%+2,286New
Stonnington Group, LLC2,233$587.0K0.13%−1,999−47.2%Reduced
Lincoln National Corp2,281$587.0K0.01%−644−22.0%Reduced
Perigon Wealth Management, LLC2,273$585.0K0.05%+442+24.1%Added
Advisory Resource Group2,265$583.0K0.21%+2,265New
Rehmann Capital Advisory Group2,257$581.0K0.06%−2,043−47.5%Reduced
Truvvo Partners LLC2,240$577.0K0.40%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,240$577.0K0.03%+403+21.9%Added
Brown Miller Wealth Management, LLC2,230$574.0K0.36%+32+1.5%Added
Boothbay Fund Management, LLC2,215$570.0K0.02%+2,215New
Tortoise Index Solutions, LLC2,207$568.0K0.13%−368−14.3%Reduced
Cliftonlarsonallen Wealth Advisors, LLC2,206$568.0K0.02%−41−1.8%Reduced
Coastal Investment Advisors, Inc.2,203$567.0K0.13%−1,570−41.6%Reduced
Harbour Capital Advisors, LLC2,178$561.0K0.15%00.0%Unchanged
Octavia Wealth Advisors, LLC2,152$556.0K0.14%−560−20.6%Reduced
F3Logic, LLC2,140$551.0K0.07%00.0%Unchanged
Whittier Trust Co of Nevada Inc2,134$549.0K0.02%+34+1.6%Added
Tennessee Valley Asset Management Partners2,131$549.0K0.21%+2,131New
Truvestments Capital LLC2,130$548.0K0.30%+46+2.2%Added
Trustcore Financial Services, LLC2,112$544.0K0.05%+229+12.2%Added
Brown Advisory Inc2,106$542.0K0.00%−696−24.8%Reduced
Bard Financial Services, Inc.2,100$541.0K0.05%−150−6.7%Reduced
Kemnay Advisory Services Inc.2,095$539.0K0.07%+2,095New
Aj Wealth Strategies, LLC2,083$536.0K0.03%00.0%Unchanged
Livingston Group Asset Management CO (operating as Southport Capital Management)2,083$536.0K0.22%+284+15.8%Added
Capital Asset Advisory Services LLC2,068$532.0K0.06%+50+2.5%Added
FDx Advisors, Inc.2,068$532.0K0.02%+675+48.5%Added
Cookson Peirce & Co Inc2,054$529.0K0.03%+414+25.2%Added
Awm Capital, LLC2,000$528.0K0.40%+2,000New
International Assets Investment Management, LLC2,045$526.0K0.09%−257−11.2%Reduced
CAPROCK Group, Inc.2,008$517.0K0.05%+136+7.3%Added
Geneos Wealth Management Inc.1,998$515.0K0.02%−110−5.2%Reduced
Formula Growth Ltd2,000$515.0K0.08%00.0%Unchanged
Tokio Marine Asset Management Co Ltd1,993$513.0K0.05%+299+17.7%Added
Manchester Capital Management LLC1,950$502.0K0.07%+518+36.2%Added
FIL Ltd1,925$496.0K0.00%+1,925New
Newbridge Financial Services Group, Inc.1,894$488.0K0.31%+63+3.4%Added
Evoke Wealth, LLC1,898$488.0K0.02%+170+9.8%Added
Insight Advisors, LLC1,707$485.0K0.14%−48−2.7%Reduced
Quilter Plc1,864$480.0K0.01%−992−34.7%Reduced
Joel Isaacson & Co., LLC1,825$470.0K0.04%00.0%Unchanged
E Fund Management Co., Ltd.1,820$469.0K0.02%+1,820New
Cable Hill Partners, LLC1,814$467.0K0.11%00.0%Unchanged
TRUE Private Wealth Advisors1,807$465.0K0.07%+315+21.1%Added
Baker Tilly Wealth Management, LLC1,795$462.0K0.06%+1,795New
Parisi Gray Wealth Management1,761$454.0K0.19%−1−0.1%Reduced
Garner Asset Management Corp1,735$447.0K0.21%−10−0.6%Reduced
Fulcrum Equity Management1,727$445.0K0.17%+1,727New
Paradigm Financial Partners, LLC1,658$444.0K0.11%+150+9.9%Added
NorthRock Partners, LLC1,719$443.0K0.04%+15+0.9%Added
Personal Cfo Solutions, LLC1,710$440.0K0.09%+13+0.8%Added