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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.

Q4 2021 vs. Q3 2021

How the institutions holding DocuSign, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of DOCU: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,043201,010−13
Shares152.5M96.7K150.8M−1.52M (−1.0%)
Value$39.2B$24.9M$23.0B−$16.3B (−41.5%)

20 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (207)

Institutions that held DocuSign, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 207 by value.

Institutions new to DOCU in Q4 2021
InstitutionSharesValue% of portfolio
Polen Capital Management LLC3,738,508$569.4M0.96%
Fisher Asset Management, LLC3,052,026$464.9M0.26%
Walleye Trading LLC384,725$58.6M0.95%
Capital International Investors274,685$41.8M0.01%
Varenne Capital Partners192,649$29.3M4.35%
National Bank of Canada170,337$26.0M0.11%
Cat Rock Capital Management LP140,000$21.3M2.06%
Flossbach Von Storch AG130,000$19.8M0.05%
Shearwater Capital LLC113,713$17.3M15.27%
Capital Fund Management S.A.99,258$15.1M0.39%
DDD Partners, LLC59,787$9.11M1.25%
Kerrisdale Advisers, LLC57,900$8.82M1.82%
AO Asset Management, LP44,500$6.78M0.66%
Yale University37,527$5.72M1.08%
CTC LLC30,537$4.65M0.11%
Allspring Global Investments Holdings, LLC28,925$4.41M0.00%
Lake Street Advisors Group, LLC27,811$4.24M0.27%
Kayak Investment Partners LLC25,000$3.81M1.54%
Caas Capital Management LP22,280$3.39M0.31%
Pinz Capital Management, LP22,200$3.38M1.30%
IMA Wealth, Inc.21,966$3.35M0.74%
Clear Creek Financial Management, LLC21,029$3.20M0.48%
AXS Investments LLC20,157$3.07M0.73%
Simplex Trading, LLC18,138$2.76M0.09%
Twin Lakes Capital Management, LLC16,300$2.48M1.32%
State of Tennessee, Treasury Department16,032$2.44M0.01%
Ropes Wealth Advisors LLC15,257$2.32M0.41%
Flight Deck Capital, LP15,101$2.30M1.08%
Peregrine Asset Advisers, Inc.13,923$2.12M0.86%
Tudor Investment Corp Et Al13,738$2.09M0.04%
Lee Capital Holdings LLC13,210$2.01M1.06%
LMR Partners LLP11,258$1.72M0.02%
Washington Trust Advisors, Inc.10,571$1.61M0.11%
Industrial Alliance Investment Management Inc.10,215$1.56M0.04%
China Universal Asset Management Co., Ltd.10,000$1.52M0.36%
NEIRG Wealth Management, LLC9,841$1.50M0.29%
Householder Group Estate & Retirement Specialist, LLC9,316$1.42M0.53%
B. Metzler seel. Sohn & Co. AG8,915$1.38M0.02%
Benchmark Investment Advisors LLC8,962$1.36M1.13%
Westwood Holdings Group Inc.8,925$1.36M0.01%
Seven Eight Capital, LP8,851$1.35M0.24%
Synergy Financial Group, LTD8,778$1.34M1.20%
Jefferies Group LLC8,479$1.29M0.02%
Knights of Columbus Asset Advisors LLC7,940$1.21M0.10%
Lattice Capital Management, LLC7,760$1.18M1.22%
Redmond Asset Management, LLC7,171$1.09M0.31%
Blackhawk Capital Partners LLC.7,056$1.07M0.65%
Sciencast Management LP7,007$1.04M0.18%
CWM, LLC6,804$1.04M0.01%
Western Wealth Management, LLC6,614$1.01M0.10%
Equitable Trust Co6,459$984.0K0.06%
Boulder Hill Capital Management LP6,300$960.0K0.93%
Castleview Partners, LLC142,866$938.0K0.01%
FSB Premier Wealth Management, Inc.6,005$914.0K0.38%
Ameritas Advisory Services, LLC5,738$874.0K0.03%
Laurel Wealth Advisors, Inc.5,723$871.0K0.07%
Two Sigma Securities, LLC5,304$808.0K0.16%
Alpine Global Management, LLC5,184$790.0K0.12%
Segall Bryant & Hamill, LLC5,155$786.0K0.01%
YorkBridge Wealth Partners, LLC4,611$702.0K0.16%
Monetta Financial Services Inc4,500$685.0K0.53%
Grandview Asset Management LLC4,353$663.0K0.27%
Silverhawk Asset Management, LLC4,240$646.0K0.52%
Paloma Partners Management Co4,203$640.0K0.02%
Perfromance Wealth Partners, LLC4,160$634.0K0.03%
Stegent Equity Advisors, Inc.4,107$626.0K0.51%
Compass Financial Advisors LLC4,069$620.0K0.68%
Mogy Joel R Investment Counsel Inc3,900$594.0K0.04%
Harbor Capital Advisors, Inc.3,721$567.0K0.21%
Burton Enright Welch3,709$564.9K0.38%
Axxcess Wealth Management, LLC3,593$547.0K0.04%
NewEdge Wealth, LLC3,246$494.0K0.02%
KRS Capital Management, LLC3,213$489.0K0.42%
Springs Capital (Hong Kong) Ltd3,200$487.0K1.36%
Regatta Capital Group, LLC3,158$481.0K0.17%
Quent Capital, LLC3,010$458.0K0.10%
Requisite Capital Management, LLC3,003$457.0K0.14%
Carmel Capital Partners, LLC2,845$433.0K0.32%
CQS (US), LLC2,797$426.0K0.03%
Schechter Investment Advisors, LLC2,727$416.0K0.04%
Yousif Capital Management, LLC2,704$412.0K0.00%
Astrantus Ltd2,700$411.0K0.31%
Proficio Capital Partners LLC2,689$410.0K0.06%
Granite Bay Wealth Management, LLC2,682$408.0K0.40%
Orrstown Financial Services Inc2,885$402.0K0.61%
GFG Capital, LLC2,597$396.0K0.12%
Comerica Securities,inc.2,575$392.0K0.03%
Yarbrough Capital, LLC2,557$389.0K0.02%
Asset Management Corp2,485$378.0K0.22%
Pinnacle Associates Ltd2,456$374.0K0.01%
We Are One Seven, LLC2,446$373.0K0.04%
Guerra Pan Advisors, LLC2,421$369.0K0.37%
Manteio Capital LLC2,374$362.0K0.47%
Canandaigua National Corp2,354$359.0K0.05%
Herbst Group, LLC2,360$359.0K0.22%
Seaport Global Advisors, LLC2,290$349.0K0.48%
Independent Solutions Wealth Management, LLC2,284$347.9K0.08%
Vienna Asset Management LLC2,268$345.0K0.31%
DMG Group, LLC3,029$335.0K0.29%
Moors & Cabot, Inc.2,178$332.0K0.02%

Sold out (220)

Institutions that held DocuSign, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Showing the largest 100 of 220 by value.

Institutions that sold out of DOCU in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Jennison Associates LLC5,762,341$1.48B
Scge Management, L.P.1,255,000$323.1M
Capital Research Global Investors740,410$190.6M
Bain Capital Venture Investors, LLC662,500$170.5M
1832 Asset Management L.P.518,234$132.2M
Alkeon Capital Management LLC149,321$38.4M
Center Lake Capital Management, LLC145,000$37.3M
ExodusPoint Capital Management, LP130,886$33.7M
Atika Capital Management LLC113,200$29.1M
Quadrature Capital Ltd94,642$24.4M
La Financiere de L'Echiquier87,500$22.5M
AMP Capital Investors Ltd71,320$18.4M
Mariner, LLC46,376$11.9M
Qube Research & Technologies Ltd43,285$11.1M
Melqart Asset Management (UK) Ltd38,000$9.78M
Stanley-Laman Group, Ltd.36,506$9.40M
Badgley Phelps Wealth Managers, LLC35,214$9.06M
Aubrey Capital Management Ltd32,400$8.34M
Sitrin Capital Management LLC26,158$6.73M
Dymon Asia Capital (Singapore) Pte. Ltd.21,547$5.55M
Affinity Wealth Management LLC22,293$5.45M
Alcosta Capital Management, Inc.19,340$4.98M
Duality Advisers, LP18,281$4.71M
Mark Asset Management LP17,947$4.62M
First Washington CORP17,410$4.48M
Wolverine Trading, LLC17,175$4.41M
Marsico Capital Management LLC16,515$4.25M
Nippon Life Global Investors Americas, Inc.14,060$3.62M
Capula Management Ltd12,963$3.34M
Karp Capital Management Corp12,620$3.25M
FengHe Fund Management Pte. Ltd.11,200$2.88M
Crawford Lake Capital Management, LLC10,940$2.82M
Orser Capital Management, LLC10,148$2.61M
Magnetar Financial LLC9,731$2.50M
Graham Capital Management, L.P.9,317$2.40M
Aviance Capital Partners, LLC9,030$2.33M
Kentucky Farm Bureau Mutual Insurance Co9,000$2.32M
Pearl River Capital, LLC8,787$2.26M
Geneva Partners, LLC8,480$2.18M
GM Advisory Group, Inc.7,534$1.94M
Pier 88 Investment Partners LLC6,200$1.60M
Occudo Quantitative Strategies LP6,144$1.58M
Gotham Asset Management, LLC6,123$1.58M
Wolverine Asset Management LLC5,739$1.48M
PDT Partners, LLC5,500$1.42M
Quantbot Technologies LP5,135$1.32M
Erste Asset Management GmbH5,000$1.28M
Eventide Asset Management, LLC4,819$1.24M
Rational Advisors LLC4,665$1.20M
Castle Rock Wealth Management, LLC4,355$1.19M
FORA Capital, LLC4,460$1.15M
MUFG Securities EMEA plc4,288$1.10M
Q Capital Solutions3,975$1.02M
Legal Advantage Investments, Inc.3,925$1.01M
Ascent Wealth Partners, LLC3,811$981.0K
David J Yvars Group3,662$944.0K
Core Wealth Advisors, Inc.3,560$916.0K
Nicholas Investment Partners, LP3,484$897.0K
Twin Capital Management Inc3,200$824.0K
Private Advisory Group LLC2,871$739.0K
Bayesian Capital Management, LP2,800$721.0K
Levin Capital Strategies, L.P.2,782$716.0K
Mark Stevens2,726$702.0K
Bailard, Inc.2,715$699.0K
Abner Herrman & Brock LLC2,650$682.0K
Columbia Asset Management2,602$670.0K
Jupiter Wealth Management LLC2,500$639.0K
Triton Wealth Management, PLLC2,246$604.0K
Gluskin Sheff & Assoc Inc2,322$598.0K
Phoenix Wealth Advisors2,306$594.0K
Stonnington Group, LLC2,233$587.0K
Truvvo Partners LLC2,240$577.0K
Boothbay Fund Management, LLC2,215$570.0K
Cliftonlarsonallen Wealth Advisors, LLC2,206$568.0K
F3Logic, LLC2,140$551.0K
Kemnay Advisory Services Inc.2,095$539.0K
Cookson Peirce & Co Inc2,054$529.0K
FIL Ltd1,925$496.0K
Insight Advisors, LLC1,707$485.0K
Quilter Plc1,864$480.0K
TRUE Private Wealth Advisors1,807$465.0K
Parisi Gray Wealth Management1,761$454.0K
Fulcrum Equity Management1,727$445.0K
Jaffetilchin Investment Partners, LLC1,681$433.0K
Paces Ferry Wealth Advisors, LLC1,677$432.0K
Silvercrest Asset Management Group LLC1,646$424.0K
Prelude Capital Management, LLC1,625$418.0K
Cherry Creek Investment Advisors, Inc.1,590$409.0K
Verdence Capital Advisors LLC1,557$401.0K
Citizens Financial Group Inc1,542$397.0K
Fulton Breakefield Broenniman LLC1,528$393.0K
Vivid Financial Management, Inc.1,516$390.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,505$387.0K
CSS LLC1,498$386.0K
Cullinan Associates Inc1,500$386.0K
Dynamic Technology Lab Private Ltd1,488$383.0K
Sheets Smith Wealth Management1,467$378.0K
RMR Wealth Builders1,454$374.0K
CastleArk Alternatives, LLC1,450$373.0K
Chicago Partners Investment Group LLC1,452$370.0K

Not filed for Q4 2021 yet (20)

Institutions that held DocuSign, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG26,831$6.91M
HighPoint Advisor Group LLC15,674$4.04M
Optimal Asset Management, Inc.14,506$3.73M
New England Investment & Retirement Group, Inc.8,881$2.29M
Ameritas Investment Company, LLC5,053$1.30M
Coastal Investment Management, L.P.4,200$1.08M
Eudaimonia Partners, LLC4,059$1.04M
Marshall Wace North America L.P.4,006$1.03M
Berman Capital Advisors, LLC3,523$906.0K
World Asset Management Inc2,725$701.0K
Mid Atlantic Financial Management Inc2,635$678.0K
Arvest Bank Trust Division1,205$310.0K
NorthCoast Asset Management LLC1,122$289.0K
Sonora Investment Management, LLC925$238.0K
BBVA USA860$221.0K
Psagot Investment House Ltd.300$77.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$25.7K
Security National Trust Co28$8.00K
Wealth Quarterback LLC16$5.00K
Heritage Wealth Management, LLC20$5.00K