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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 1,700 | $438.0K | 0.03% | +800+88.9% | Added |
| Griffin Asset Management, Inc. | 1,697 | $437.0K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,707 | $437.0K | 0.02% | +337+24.6% | Added |
| Eqis Capital Management, Inc. | 1,694 | $436.0K | 0.03% | −33−1.9% | Reduced |
| Hudock, Inc. | 1,689 | $434.0K | 0.13% | −25−1.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,681 | $433.0K | 0.05% | −43−2.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,677 | $432.0K | 0.34% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,651 | $430.0K | 0.01% | +270+19.6% | Added |
| Patron Partners Advisors, LLC | 1,650 | $424.0K | 0.31% | +3+0.2% | Added |
| Silvercrest Asset Management Group LLC | 1,646 | $424.0K | 0.00% | +1,646 | New |
| Private Portfolio Partners LLC | 1,644 | $423.2K | 0.12% | −14−0.8% | Reduced |
| Ellevest, Inc. | 1,637 | $421.0K | 0.04% | +58+3.7% | Added |
| Prelude Capital Management, LLC | 1,625 | $418.0K | 0.02% | +489+43.0% | Added |
| Diversified Trust Co | 1,614 | $415.0K | 0.01% | +179+12.5% | Added |
| Wade G W & Inc | 1,603 | $413.0K | 0.02% | +1,603 | New |
| Cherry Creek Investment Advisors, Inc. | 1,590 | $409.0K | 0.27% | −135−7.8% | Reduced |
| Verdence Capital Advisors LLC | 1,557 | $401.0K | 0.05% | +2+0.1% | Added |
| Miracle Mile Advisors, LLC | 1,559 | $401.0K | 0.02% | +740+90.4% | Added |
| Precision Wealth Strategies, LLC | 1,553 | $400.0K | 0.31% | −51−3.2% | Reduced |
| Citizens Financial Group Inc | 1,542 | $397.0K | 0.01% | +1,542 | New |
| Bank of Nova Scotia | 1,540 | $396.0K | 0.00% | +1,540 | New |
| Verition Fund Management LLC | 1,535 | $395.0K | 0.01% | +1,535 | New |
| First Citizens Bank & Trust Co | 1,532 | $394.0K | 0.02% | +1,532 | New |
| Fulton Breakefield Broenniman LLC | 1,528 | $393.0K | 0.03% | +1,528 | New |
| Vivid Financial Management, Inc. | 1,516 | $390.0K | 0.16% | −684−31.1% | Reduced |
| Harvey Capital Management Inc | 1,515 | $390.0K | 0.13% | +15+1.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,505 | $387.0K | 0.13% | +308+25.7% | Added |
| CSS LLC | 1,498 | $386.0K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,500 | $386.0K | 0.02% | +1,500 | New |
| Dynamic Technology Lab Private Ltd | 1,488 | $383.0K | 0.05% | +683+84.8% | Added |
| Landscape Capital Management, L.L.C. | 1,477 | $380.0K | 0.05% | −3,327−69.3% | Reduced |
| Northstar Asset Management LLC | 1,475 | $380.0K | 0.10% | +25+1.7% | Added |
| Sheets Smith Wealth Management | 1,467 | $378.0K | 0.05% | +6+0.4% | Added |
| SevenOneSeven Capital Management | 1,456 | $375.0K | 0.95% | +13+0.9% | Added |
| Cutler Group LP | 1,458 | $375.0K | 0.03% | +1,458 | New |
| RMR Wealth Builders | 1,454 | $374.0K | 0.11% | +33+2.3% | Added |
| Castleark Management LLC | 1,450 | $373.0K | 0.01% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 1,450 | $373.0K | 0.01% | +1,450 | New |
| Chicago Partners Investment Group LLC | 1,452 | $370.0K | 0.03% | −99−6.4% | Reduced |
| Wolff Wiese Magana LLC | 1,433 | $369.0K | 0.26% | +90+6.7% | Added |
| Tocqueville Asset Management L.P. | 1,430 | $368.0K | 0.01% | +1,430 | New |
| Montag A & Associates Inc | 1,426 | $367.0K | 0.02% | +35+2.5% | Added |
| Keebeck Alpha, LP | 1,427 | $367.0K | 0.11% | +605+73.6% | Added |
| Cigna Investments Inc | 1,423 | $366.0K | 0.03% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,410 | $362.0K | 0.03% | −50−3.4% | Reduced |
| NuWave Investment Management, LLC | 1,401 | $361.0K | 0.41% | +1,401 | New |
| Orion Portfolio Solutions, LLC | 1,395 | $359.0K | 0.01% | −275−16.5% | Reduced |
| ACG Wealth | 1,392 | $358.0K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,390 | $358.0K | 0.01% | +618+80.1% | Added |
| Synovus Financial Corp | 1,344 | $350.0K | 0.00% | −321−19.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,347 | $347.0K | 0.25% | −56−4.0% | Reduced |
| Regions Financial Corp | 1,333 | $343.0K | 0.00% | +129+10.7% | Added |
| Oakmont Corp | 1,316 | $339.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,308 | $336.7K | 0.03% | +443+51.2% | Added |
| Gleason Group, Inc. | 1,307 | $336.0K | 0.12% | −1−0.1% | Reduced |
| Capital Markets Trading UK LLP | 1,310 | $336.0K | 0.26% | +1,310 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,302 | $335.0K | 0.00% | −72,815−98.2% | Reduced |
| Azimuth Capital Management LLC | 1,300 | $335.0K | 0.01% | −100−7.1% | Reduced |
| Biltmore Capital Advisors LLC | 1,300 | $335.0K | 0.06% | +500+62.5% | Added |
| Campbell & CO Investment Adviser LLC | 1,300 | $335.0K | 0.11% | +1,300 | New |
| Paradigm Asset Management Co LLC | 1,300 | $334.7K | 0.09% | −100−7.1% | Reduced |
| Formidable Asset Management, LLC | 1,287 | $331.0K | 0.06% | −237−15.6% | Reduced |
| Icon Wealth Partners, LLC | 1,284 | $331.0K | 0.04% | +418+48.3% | Added |
| Holderness Investments Co | 1,269 | $327.0K | 0.11% | +15+1.2% | Added |
| Crossmark Global Holdings, Inc. | 1,270 | $327.0K | 0.01% | +90+7.6% | Added |
| Balasa Dinverno & Foltz LLC | 1,259 | $324.0K | 0.02% | −19−1.5% | Reduced |
| Wealth Architects, LLC | 1,255 | $323.0K | 0.06% | +62+5.2% | Added |
| Resources Investment Advisors, LLC. | 1,250 | $322.0K | 0.01% | −250−16.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,244 | $320.0K | 0.03% | −219−15.0% | Reduced |
| PSI Advisors, LLC | 1,241 | $319.0K | 0.15% | +60+5.1% | Added |
| Bradley Foster & Sargent Inc | 1,225 | $315.0K | 0.01% | −70−5.4% | Reduced |
| Mirador Capital Partners LP | 1,221 | $314.0K | 0.07% | −54−4.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,218 | $314.0K | 0.11% | +1,218 | New |
| Kingsview Wealth Management, LLC | 1,211 | $312.0K | 0.01% | +252+26.3% | Added |
| Arvest Bank Trust Division | 1,205 | $310.0K | 0.02% | +25+2.1% | Added |
| PAX Financial Group, LLC | 1,204 | $310.0K | 0.08% | +300+33.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,200 | $309.0K | 0.19% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,187 | $306.0K | 0.05% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,182 | $304.0K | 0.00% | −4,166−77.9% | Reduced |
| First National Bank of Omaha | 1,181 | $304.0K | 0.02% | −207−14.9% | Reduced |
| Veracity Capital LLC | 1,175 | $302.0K | 0.13% | −78−6.2% | Reduced |
| First Manhattan Co | 1,175 | $302.0K | 0.00% | +150+14.6% | Added |
| Essex Financial Services, Inc. | 1,162 | $299.0K | 0.03% | −129−10.0% | Reduced |
| KG&L Capital Management,LLC | 1,159 | $298.0K | 0.13% | −75−6.1% | Reduced |
| Main Street Financial Solutions, LLC | 1,155 | $297.0K | 0.05% | +20+1.8% | Added |
| Zacks Investment Management | 1,155 | $297.0K | 0.00% | +126+12.2% | Added |
| Harvest Fund Management Co., Ltd | 1,148 | $295.0K | 0.07% | +53+4.8% | Added |
| Atticus Wealth Management, LLC | 1,140 | $293.0K | 0.13% | −46−3.9% | Reduced |
| PDS Planning, Inc | 1,135 | $292.0K | 0.07% | +12+1.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,124 | $289.0K | 0.00% | −1,102−49.5% | Reduced |
| NorthCoast Asset Management LLC | 1,122 | $289.0K | 0.01% | +10+0.9% | Added |
| TCG Advisory Services, LLC | 1,116 | $287.0K | 0.08% | −111−9.0% | Reduced |
| Oder Investment Management, LLC | 1,118 | $287.0K | 0.42% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,116 | $287.0K | 0.18% | +1,116 | New |
| Coldstream Capital Management Inc | 1,327 | $286.0K | 0.01% | +316+31.3% | Added |
| Knightsbridge Asset Management, LLC | 1,100 | $283.0K | 0.10% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,048 | $283.0K | 0.13% | +301+40.3% | Added |
| StoneX Group Inc. | 1,095 | $282.0K | 0.04% | −81−6.9% | Reduced |
| Sandbox Financial Partners, LLC | 1,093 | $281.0K | 0.20% | −246−18.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,090 | $281.0K | 0.08% | +1,090 | New |