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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, Q4 2021

Institutional positions in DocuSign, Inc. as of Dec 31, 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
1,010
−13 vs. Q3 2021
Shares held
150.8M
−1.52M (−1.0%) vs. Q3 2021
Total value
$23.0B
−$16.3B (−41.5%) vs. Q3 2021
New holders
207
410 more added
Sold out
220
304 more reduced

20 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,010 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 heldQ4 2021: $23.0B
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, Q4 2021

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2021.

Institutions holding DOCU in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Focused Wealth Management, Inc3$00.00%−100−97.1%Reduced
Horan Securities, Inc.2$00.00%+2New
Investors Research Corp3$00.00%+3New
Graves-Light Private Wealth Management, Inc.1$00.00%+1New
Goodwin Investment Advisory1$00.00%+1New
Schubert & Co1$00.00%+1New
Kelly Financial Services LLC4$6090.00%+4New
BDO Wealth Advisors, LLC5$1.00K0.00%−217−97.7%Reduced
Bell Investment Advisors, Inc6$1.00K0.00%−36−85.7%Reduced
ClariVest Asset Management LLC6$1.00K0.00%00.0%Unchanged
Howe & Rusling Inc5$1.00K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC5$1.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC5$1.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.5$1.00K0.00%00.0%Unchanged
Alaethes Wealth LLC5$1.00K0.00%00.0%Unchanged
First Bank & Trust6$1.00K0.00%+6New
Ford Financial Group, LLC13$1.00K0.00%+13New
Core Alternative Capital6$1.00K0.00%+6New
Bellevue Asset Management, LLC7$1.00K0.00%+7New
Key Financial Inc7$1.00K0.00%+7New
SJS Investment Consulting Inc.5$1.00K0.00%+5New
Henrickson Nauta Wealth Advisors, Inc.5$1.00K0.00%+5New
Beaird Harris Wealth Management, LLC8$1.00K0.00%+8New
Sutton Wealth Advisors Inc.12$1.83K0.00%−1−7.7%Reduced
Atticus Wealth Management, LLC10$2.00K0.00%−1,130−99.1%Reduced
Berkshire Capital Holdings Inc10$2.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC10$2.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC10$2.00K0.00%+1+11.1%Added
Lenox Wealth Advisors, LLC10$2.00K0.00%+10New
Performa Ltd (US), LLC16$2.00K0.00%+16New
Wagner Wealth Management, LLC19$3.00K0.00%−79−80.6%Reduced
Johnson Financial Group, Inc.20$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.19$3.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC20$3.00K0.00%00.0%Unchanged
Fortis Advisors, LLC17$3.00K0.00%00.0%Unchanged
Corbenic Partners LLC20$3.00K0.00%+20New
Signet Financial Management, LLC20$3.00K0.00%+20New
Econ Financial Services Corp17$3.00K0.00%+17New
Estabrook Capital Management26$3.96K0.00%+26New
Ci Investments Inc.23$4.00K0.00%−2,263−99.0%Reduced
Mizuho Securities Co. Ltd.27$4.00K0.00%−1−3.6%Reduced
Moser Wealth Advisors, LLC26$4.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.25$4.00K0.00%00.0%Unchanged
JNBA Financial Advisors28$4.00K0.00%+28New
Rinkey Investments30$4.00K0.00%+30New
Raffa Wealth Management, LLC27$4.11K0.00%00.0%Unchanged
West Paces Advisors Inc.27$4.11K0.00%+27New
WD Rutherford LLC30$5.00K0.00%−3,628−99.2%Reduced
SOA Wealth Advisors, LLC.36$5.00K0.00%−500−93.3%Reduced
Webster Bank, N. A.35$5.00K0.00%00.0%Unchanged
Vectors Research Management, LLC34$5.00K0.00%00.0%Unchanged
Old North State Trust, LLC34$5.00K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$5.00K0.00%––
Rockbridge Investment Management, LCC30$5.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC34$5.00K0.00%+34New
Albion Financial Group39$6.00K0.00%−50−56.2%Reduced
Syverson Strege & Co40$6.00K0.00%−11−21.6%Reduced
Pacifica Partners Inc.45$6.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC39$6.00K0.00%00.0%Unchanged
Trust Co of Vermont40$6.00K0.00%+40New
Arlington Partners LLC39$6.00K0.00%+39New
Comprehensive Financial Consultants Institutional, Inc.56$6.00K0.00%+56New
Strengthening Families & Communities, LLC256$6.00K0.00%+256New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$7.00K0.00%−50−50.0%Reduced
Carroll Financial Associates, Inc.46$7.00K0.00%−20−30.3%Reduced
Evermay Wealth Management LLC44$7.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.43$7.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC47$7.00K0.00%+37+370.0%Added
Globeflex Capital L P45$7.00K0.00%+45New
JFS Wealth Advisors, LLC54$8.00K0.00%+4+8.0%Added
Sargent Bickham Lagudis LLC50$8.00K0.00%00.0%Unchanged
Private Capital Group, LLC53$8.00K0.00%+2+3.9%Added
Riggs Asset Managment Co. Inc.51$8.00K0.00%+50+5,000.0%Added
Costello Asset Management, INC50$8.00K0.00%+50New
Dixon Hughes Goodman Wealth Advisors LLC50$8.00K0.00%+50New
Gibson Wealth Advisors LLC50$8.00K0.01%+50New
NVWM, LLC60$9.00K0.00%−3,278−98.2%Reduced
Lumature Wealth Partners, LLC60$9.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP57$9.00K0.00%+1+1.8%Added
Westside Investment Management, Inc.64$9.00K0.00%+15+30.6%Added
Masso Torrence Wealth Management Inc.59$9.00K0.01%+59New
Sandy Cove Advisors, LLC62$9.00K0.01%+62New
TFC Financial Management68$10.0K0.00%−505−88.1%Reduced
Bessemer Group Inc64$10.0K0.00%−44−40.7%Reduced
Sandy Spring Bank65$10.0K0.00%−36−35.6%Reduced
RGT Wealth Advisors, LLC64$10.0K0.00%+64New
City State Bank64$10.0K0.01%+64New
Glassman Wealth Services71$11.0K0.00%−43−37.7%Reduced
Delos Wealth Advisors, LLC72$11.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC74$11.0K0.01%+74New
Outfitter Financial LLC75$11.0K0.01%+75New
Asset Dedication, LLC79$12.0K0.00%−65−45.1%Reduced
Logan Capital Management Inc80$12.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC76$12.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC87$13.0K0.02%+69+383.3%Added
Pin Oak Investment Advisors Inc86$13.0K0.01%+86New
Parkside Financial Bank & Trust96$14.0K0.00%−23−19.3%Reduced
Earnest Partners LLC95$14.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.89$14.0K0.00%+19+27.1%Added
Carolinas Wealth Consulting LLC99$15.0K0.00%−168−62.9%Reduced