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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 100 | $15.0K | 0.00% | −100−50.0% | Reduced |
| Salem Investment Counselors Inc | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 104 | $16.0K | 0.00% | +5+5.1% | Added |
| Private Ocean, LLC | 104 | $16.0K | 0.00% | +100+2,500.0% | Added |
| BerganKDV Wealth Management, LLC | 112 | $17.0K | 0.00% | −6−5.1% | Reduced |
| Amplius Wealth Advisors, LLC | 113 | $17.0K | 0.00% | +113 | New |
| Ellis Investment Partners, LLC | 120 | $18.0K | 0.00% | −20−14.3% | Reduced |
| SRS Capital Advisors, Inc. | 118 | $18.0K | 0.00% | +13+12.4% | Added |
| Column Capital Advisors, LLC | 118 | $18.0K | 0.00% | +81+218.9% | Added |
| Brown Brothers Harriman & Co | 116 | $18.0K | 0.00% | +116 | New |
| Smithfield Trust Co | 128 | $19.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 126 | $19.0K | 0.01% | +101+404.0% | Added |
| Ashburton (Jersey) Ltd | 133 | $20.0K | 0.01% | −75−36.1% | Reduced |
| Antonetti Capital Management LLC | 128 | $20.0K | 0.02% | +57+80.3% | Added |
| Confluence Wealth Services, Inc. | 136 | $20.0K | 0.01% | +136 | New |
| Activest Wealth Management | 141 | $21.0K | 0.01% | +73+107.4% | Added |
| Harvest Fund Management Co., Ltd | 142 | $22.0K | 0.00% | −1,006−87.6% | Reduced |
| Kings Point Capital Management | 143 | $22.0K | 0.00% | +60+72.3% | Added |
| Toth Financial Advisory Corp | 150 | $23.0K | 0.00% | −25−14.3% | Reduced |
| Burleson & Company, LLC | 151 | $23.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 153 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 149 | $23.0K | 0.01% | +44+41.9% | Added |
| Washington Trust Co | 160 | $24.0K | 0.00% | −9,259−98.3% | Reduced |
| Laurel Wealth Advisors LLC | 157 | $24.0K | 0.01% | +100+175.4% | Added |
| BIT Capital GmbH | 159 | $24.2K | 0.00% | +159 | New |
| Arrow Financial Corp | 170 | $26.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 175 | $27.0K | 0.00% | +175 | New |
| Exane Derivatives | 179 | $27.3K | 0.01% | −790−81.5% | Reduced |
| Massmutual Trust Co FSB | 187 | $28.0K | 0.00% | −40−17.6% | Reduced |
| Capital Analysts, LLC | 190 | $29.0K | 0.00% | −139−42.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 192 | $29.0K | 0.02% | +192 | New |
| FSC Wealth Advisors, LLC | 190 | $29.0K | 0.02% | +190 | New |
| MV Capital Management, Inc. | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $30.0K | 0.06% | +200 | New |
| Retirement Planning Co of New England, Inc. | 199 | $30.0K | 0.01% | +199 | New |
| Tyler-Stone Wealth Management | 194 | $30.0K | 0.02% | +194 | New |
| Patriot Financial Group Insurance Agency, LLC | 211 | $32.0K | 0.01% | +25+13.4% | Added |
| Cedar Wealth Management, LLC | 213 | $32.0K | 0.01% | +213 | New |
| HM Payson & Co | 217 | $33.0K | 0.00% | +110+102.8% | Added |
| Versant Capital Management, Inc | 220 | $34.0K | 0.01% | +219+21,900.0% | Added |
| Zullo Investment Group, Inc. | 233 | $35.0K | 0.02% | +233 | New |
| Adirondack Trust Co | 235 | $36.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 236 | $36.0K | 0.00% | +155+191.4% | Added |
| Compagnie Lombard Odier SCmA | 250 | $38.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $38.0K | 0.02% | +250 | New |
| TCI Wealth Advisors, Inc. | 258 | $39.0K | 0.01% | +22+9.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 258 | $39.0K | 0.03% | +258 | New |
| Fieldpoint Private Securities, LLC | 262 | $40.0K | 0.01% | +262 | New |
| Covestor Ltd | 259 | $40.0K | 0.06% | +259 | New |
| Tortoise Investment Management, LLC | 270 | $41.0K | 0.01% | +90+50.0% | Added |
| TSFG, LLC | 279 | $42.0K | 0.01% | −138−33.1% | Reduced |
| Tradewinds Capital Management, LLC | 282 | $43.0K | 0.01% | +90+46.9% | Added |
| Clearstead Advisors, LLC | 280 | $43.0K | 0.00% | +260+1,300.0% | Added |
| Total Clarity Wealth Management, Inc. | 287 | $44.0K | 0.02% | −275−48.9% | Reduced |
| State of Wyoming | 300 | $45.0K | 0.02% | +252+525.0% | Added |
| Caz Investments LP | 300 | $46.0K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $46.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $46.0K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 299 | $46.0K | 0.02% | +89+42.4% | Added |
| EverSource Wealth Advisors, LLC | 314 | $47.0K | 0.01% | +314 | New |
| MUFG Americas Holdings Corp | 327 | $50.0K | 0.00% | +262+403.1% | Added |
| Institutional & Family Asset Management, LLC | 334 | $51.0K | 0.01% | +44+15.2% | Added |
| Allworth Financial LP | 343 | $52.0K | 0.00% | −67−16.3% | Reduced |
| Stephenson National Bank & Trust | 341 | $52.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 361 | $55.0K | 0.01% | −267−42.5% | Reduced |
| KB Financial Partners, LLC | 358 | $55.0K | 0.02% | +358 | New |
| Monolith Advisors | 361 | $55.0K | 0.04% | +361 | New |
| Mascoma Wealth Management LLC | 400 | $61.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 406 | $62.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 410 | $62.4K | 0.00% | −8−1.9% | Reduced |
| Brewin Dolphin Ltd | 411 | $63.0K | 0.00% | −284−40.9% | Reduced |
| Huntington National Bank | 445 | $68.0K | 0.00% | +1+0.2% | Added |
| Sona Asset Management (US) LLC | 480 | $73.0K | 0.04% | +480 | New |
| ICICI Prudential Asset Management Co Ltd | 485 | $74.0K | 0.01% | +485 | New |
| Lindbrook Capital, LLC | 499 | $76.0K | 0.01% | +177+55.0% | Added |
| First Horizon Advisors, Inc. | 505 | $77.0K | 0.00% | +158+45.5% | Added |
| Rise Advisors, LLC | 514 | $78.3K | 0.07% | +514 | New |
| First Manhattan Co | 525 | $79.0K | 0.00% | −650−55.3% | Reduced |
| Zions Bancorporation, N.A. | 516 | $79.0K | 0.01% | −18−3.4% | Reduced |
| Cornerstone Advisory, LLC | 527 | $81.0K | 0.01% | +527 | New |
| Snowden Capital Advisors LLC | 544 | $82.0K | 0.00% | −2,598−82.7% | Reduced |
| HHM Wealth Advisors, LLC | 544 | $83.0K | 0.02% | +50+10.1% | Added |
| CVA Family Office, LLC | 555 | $85.0K | 0.02% | +355+177.5% | Added |
| Larson Financial Group LLC | 575 | $88.0K | 0.01% | +316+122.0% | Added |
| Desjardins Global Asset Management Inc. | 582 | $88.0K | 0.01% | +582 | New |
| Concord Wealth Partners | 589 | $90.0K | 0.02% | +456+342.9% | Added |
| Ancora Advisors, LLC | 616 | $94.0K | 0.00% | −270−30.5% | Reduced |
| Fifth Third Bancorp | 660 | $101.0K | 0.00% | +2+0.3% | Added |
| Elmwood Wealth Management, Inc. | 660 | $101.0K | 0.05% | +660 | New |
| Optimum Investment Advisors | 670 | $102.0K | 0.04% | +670 | New |
| AdvisorNet Financial, Inc | 676 | $103.0K | 0.01% | +576+576.0% | Added |
| Capital Advisors, Ltd. LLC | 684 | $104.0K | 0.02% | +684 | New |
| Rosenberg Matthew Hamilton | 700 | $107.0K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 803 | $125.0K | 0.00% | −100−11.1% | Reduced |
| Penserra Capital Management LLC | 856 | $130.0K | 0.00% | +175+25.7% | Added |
| Sierra Capital LLC | 875 | $133.0K | 0.02% | +875 | New |
| IFP Advisors, Inc | 852 | $135.0K | 0.00% | −799−48.4% | Reduced |
| GraniteShares Advisors LLC | 898 | $136.0K | 0.06% | +898 | New |
| Reilly Financial Advisors, LLC | 904 | $138.0K | 0.01% | +19+2.1% | Added |