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 |
|---|---|---|---|---|---|
| Foundry Partners, LLC | 1,089 | $280.0K | 0.01% | +292+36.6% | Added |
| Virtu Financial LLC | 1,084 | $279.0K | 0.02% | +1,084 | New |
| Frank, Rimerman Advisors LLC | 1,080 | $278.0K | 0.11% | 00.0% | Unchanged |
| Comerica Bank | 1,013 | $278.0K | 0.00% | −5,226−83.8% | Reduced |
| Wealth Alliance | 1,077 | $277.0K | 0.06% | +96+9.8% | Added |
| Buckley Wealth Management, LLC | 1,070 | $275.0K | 0.09% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,064 | $274.0K | 0.02% | +1,064 | New |
| Seeyond | 1,064 | $273.0K | 0.03% | −11−1.0% | Reduced |
| Symphony Financial, Ltd. Co. | 1,055 | $271.0K | 0.10% | +1,055 | New |
| Intellectus Partners, LLC | 1,050 | $270.0K | 0.07% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,036 | $267.0K | 0.12% | +42+4.2% | Added |
| Gsa Capital Partners LLP | 1,029 | $265.0K | 0.03% | −682−39.9% | Reduced |
| Palumbo Wealth Management LLC | 1,026 | $264.0K | 0.17% | −460−31.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,021 | $263.0K | 0.00% | +1,021 | New |
| Regal Investment Advisors LLC | 1,012 | $261.0K | 0.03% | −111−9.9% | Reduced |
| Capital Wealth Planning, LLC | 1,006 | $259.0K | 0.01% | −230−18.6% | Reduced |
| Marcum Wealth, LLC | 1,005 | $259.0K | 0.04% | +1,005 | New |
| Perennial Investment Advisors, LLC | 1,007 | $258.0K | 0.09% | +65+6.9% | Added |
| West Chester Capital Advisors, Inc | 1,000 | $257.0K | 0.20% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $257.0K | 0.06% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 993 | $256.0K | 0.15% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 978 | $252.0K | 0.01% | −6,631−87.1% | Reduced |
| Hohimer Wealth Management, LLC | 978 | $252.0K | 0.05% | −600−38.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 974 | $251.0K | 0.01% | −2−0.2% | Reduced |
| Exane Derivatives | 969 | $249.4K | 0.06% | +90+10.2% | Added |
| Financial Perspectives, Inc | 964 | $248.2K | 0.13% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 960 | $247.0K | 0.19% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 950 | $245.0K | 0.17% | −475−33.3% | Reduced |
| Apollon Wealth Management, LLC | 947 | $244.0K | 0.03% | +184+24.1% | Added |
| Centric Wealth Management | 941 | $242.0K | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 936 | $241.0K | 0.01% | +386+70.2% | Added |
| Calton & Associates, Inc. | 934 | $240.0K | 0.05% | −116−11.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 934 | $240.0K | 0.05% | +215+29.9% | Added |
| Maven Securities LTD | 931 | $240.0K | 0.03% | +931 | New |
| Sonora Investment Management, LLC | 925 | $238.0K | 0.03% | +500+117.6% | Added |
| West Family Investments, Inc. | 919 | $237.0K | 0.06% | +14+1.5% | Added |
| Visionary Wealth Advisors | 907 | $233.0K | 0.02% | −30−3.2% | Reduced |
| Winton Group Ltd | 902 | $232.0K | 0.01% | −610−40.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 903 | $232.0K | 0.00% | 00.0% | Unchanged |
| Saturna Capital CORP | 900 | $232.0K | 0.00% | +80+9.8% | Added |
| Inscription Capital, LLC | 902 | $232.0K | 0.07% | +902 | New |
| Welch & Forbes LLC | 895 | $231.0K | 0.00% | +45+5.3% | Added |
| Continuum Advisory, LLC | 891 | $229.0K | 0.06% | +43+5.1% | Added |
| Ausdal Financial Partners, Inc. | 885 | $228.0K | 0.03% | −98−10.0% | Reduced |
| Reilly Financial Advisors, LLC | 885 | $228.0K | 0.02% | −33−3.6% | Reduced |
| Financial Architects, Inc | 886 | $228.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 886 | $228.0K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 885 | $228.0K | 0.01% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 881 | $226.0K | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 873 | $225.0K | 0.03% | −45−4.9% | Reduced |
| Smith, Moore & Co. | 870 | $224.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 862 | $222.0K | 0.08% | −2,903−77.1% | Reduced |
| BBVA USA | 860 | $221.0K | 0.01% | +344+66.7% | Added |
| Burns Matteson Capital Management, LLC | 837 | $215.5K | 0.16% | +837 | New |
| Burney Co | 832 | $214.0K | 0.01% | +50+6.4% | Added |
| Headinvest, LLC | 822 | $212.0K | 0.04% | +822 | New |
| Riversedge Advisors, LLC | 825 | $212.0K | 0.07% | +825 | New |
| Camden Capital, LLC | 819 | $211.0K | 0.04% | +1+0.1% | Added |
| Latitude Advisors, LLC | 812 | $209.0K | 0.07% | +812 | New |
| Glenmede Trust Co NA | 805 | $207.0K | 0.00% | +16+2.0% | Added |
| Peterson Wealth Management | 805 | $207.0K | 0.16% | +31+4.0% | Added |
| Enlightenment Research, LLC | 800 | $206.0K | 0.25% | +800 | New |
| First Pacific Advisors, LP | 790 | $203.0K | 0.00% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 792 | $203.0K | 0.06% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 787 | $203.0K | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 783 | $202.0K | 0.00% | −132−14.4% | Reduced |
| Keebeck Wealth Management, LLC | 784 | $202.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 745 | $192.0K | 0.01% | +125+20.2% | Added |
| Rosenberg Matthew Hamilton | 700 | $180.0K | 0.07% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 695 | $178.9K | 0.01% | −3−0.4% | Reduced |
| Penserra Capital Management LLC | 681 | $175.0K | 0.00% | +66+10.7% | Added |
| Fifth Third Bancorp | 658 | $169.0K | 0.00% | −7−1.1% | Reduced |
| Arkadios Wealth Advisors | 652 | $167.0K | 0.02% | −51−7.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 647 | $167.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 628 | $162.0K | 0.02% | +57+10.0% | Added |
| Loomis Sayles & Co L P | 592 | $152.0K | 0.00% | +507+596.5% | Added |
| Firestone Capital Management | 541 | $151.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 580 | $149.0K | 0.00% | +580 | New |
| TFC Financial Management | 573 | $148.0K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 562 | $145.0K | 0.07% | +562 | New |
| Zions Bancorporation, N.A. | 534 | $137.0K | 0.01% | −12−2.2% | Reduced |
| SOA Wealth Advisors, LLC. | 536 | $137.0K | 0.04% | +36+7.2% | Added |
| Cahill Financial Advisors Inc | 516 | $133.0K | 0.03% | +516 | New |
| Gables Capital Management Inc. | 500 | $129.0K | 0.08% | +300+150.0% | Added |
| Alpha Paradigm Partners, LLC | 495 | $127.0K | 0.05% | −459−48.1% | Reduced |
| HHM Wealth Advisors, LLC | 494 | $127.0K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 464 | $119.0K | 0.08% | +464 | New |
| Huntington National Bank | 444 | $114.0K | 0.00% | +94+26.9% | Added |
| TD Private Client Wealth LLC | 418 | $107.6K | 0.00% | −33−7.3% | Reduced |
| TSFG, LLC | 417 | $107.0K | 0.04% | +10+2.5% | Added |
| Allworth Financial LP | 410 | $106.0K | 0.00% | +324+376.7% | Added |
| North Star Investment Management Corp. | 406 | $105.0K | 0.01% | −15−3.6% | Reduced |
| Mascoma Wealth Management LLC | 400 | $103.0K | 0.04% | +400 | New |
| First Horizon Advisors, Inc. | 347 | $88.0K | 0.00% | −42−10.8% | Reduced |
| Stephenson National Bank & Trust | 341 | $88.0K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 333 | $86.0K | 0.00% | −3,769−91.9% | Reduced |
| Capital Analysts, LLC | 329 | $84.0K | 0.01% | +134+68.7% | Added |
| Lindbrook Capital, LLC | 322 | $83.0K | 0.02% | +19+6.3% | Added |
| FourThought Financial, LLC | 320 | $82.0K | 0.01% | +19+6.3% | Added |
| Kowal Investment Group, LLC | 315 | $81.0K | 0.03% | +315 | New |