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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 944 | $143.8K | 0.07% | −20−2.1% | Reduced |
| Global Trust Asset Management, LLC | 980 | $149.0K | 0.06% | −2,004−67.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,000 | $152.0K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,000 | $152.0K | 0.01% | +255+34.2% | Added |
| Akkr Management Company, LLC | 1,004 | $153.0K | 0.07% | +1,004 | New |
| Advanced Research Investment Solutions, LLC | 1,025 | $156.0K | 0.06% | +1,025 | New |
| Paradigm Asset Management Co LLC | 1,100 | $167.5K | 0.04% | −200−15.4% | Reduced |
| Anchor Investment Management, LLC | 1,100 | $167.5K | 0.02% | +1,100 | New |
| Trustcore Financial Services, LLC | 1,112 | $169.0K | 0.02% | −1,000−47.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,125 | $176.1K | 0.00% | +1,125 | New |
| AIA Group Ltd | 1,174 | $179.0K | 0.01% | +1,174 | New |
| PSI Advisors, LLC | 1,217 | $185.0K | 0.08% | −24−1.9% | Reduced |
| NuWave Investment Management, LLC | 1,245 | $190.0K | 0.22% | −156−11.1% | Reduced |
| Agf Investments Inc. | 1,293 | $197.0K | 0.00% | +1,293 | New |
| Cambridge Trust Co | 1,300 | $198.0K | 0.01% | +1,300 | New |
| Griffin Asset Management, Inc. | 1,318 | $201.0K | 0.02% | −379−22.3% | Reduced |
| Holderness Investments Co | 1,324 | $202.0K | 0.06% | +55+4.3% | Added |
| Fortitude Advisory Group L.L.C. | 1,331 | $203.0K | 0.10% | +1,331 | New |
| Camden Capital, LLC | 1,339 | $204.0K | 0.04% | +520+63.5% | Added |
| Engine No. 1 LLC | 1,349 | $205.0K | 0.04% | −61,360−97.8% | Reduced |
| Quantum Private Wealth, LLC | 1,347 | $205.0K | 0.08% | +1,347 | New |
| Corient Capital Partners, LLC | 1,348 | $206.0K | 0.01% | −2,931−68.5% | Reduced |
| Connectus Wealth, LLC | 1,365 | $208.0K | 0.01% | +1,365 | New |
| Coldstream Capital Management Inc | 1,375 | $209.0K | 0.01% | +48+3.6% | Added |
| Element Pointe Advisors, LLC | 1,379 | $210.0K | 0.06% | −2,371−63.2% | Reduced |
| StoneX Group Inc. | 1,381 | $210.3K | 0.02% | +286+26.1% | Added |
| Ellevest, Inc. | 1,385 | $211.0K | 0.02% | −252−15.4% | Reduced |
| Moloney Securities Asset Management, LLC | 1,383 | $211.0K | 0.04% | +1,383 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,404 | $213.0K | 0.12% | +204+17.0% | Added |
| True North Advisors, LLC | 1,416 | $215.0K | 0.04% | +1,416 | New |
| Cigna Investments Inc | 1,423 | $216.0K | 0.02% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 1,416 | $216.0K | 0.07% | +1,416 | New |
| Castleark Management LLC | 1,450 | $221.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,450 | $221.0K | 0.15% | +490+51.0% | Added |
| Beacon Pointe Advisors, LLC | 1,449 | $221.0K | 0.01% | +666+85.1% | Added |
| Congress Park Capital LLC | 1,465 | $223.0K | 0.11% | −4,141−73.9% | Reduced |
| Cornerstone Capital, Inc. | 1,462 | $223.0K | 0.02% | −3,715−71.8% | Reduced |
| Montag A & Associates Inc | 1,462 | $223.0K | 0.01% | +36+2.5% | Added |
| One Capital Management, LLC | 1,466 | $223.0K | 0.02% | +56+4.0% | Added |
| Northstar Asset Management LLC | 1,500 | $228.0K | 0.05% | +25+1.7% | Added |
| Washburn Capital Management, Inc. | 1,530 | $233.0K | 0.14% | −1,010−39.8% | Reduced |
| Wulff, Hansen & Co. | 1,540 | $235.0K | 0.20% | +1,540 | New |
| Wealth Alliance | 1,544 | $236.0K | 0.05% | +467+43.4% | Added |
| Bradley Foster & Sargent Inc | 1,560 | $238.0K | 0.00% | +335+27.3% | Added |
| Kingsview Wealth Management, LLC | 1,572 | $239.0K | 0.01% | +361+29.8% | Added |
| SevenOneSeven Capital Management | 1,573 | $240.0K | 0.47% | +117+8.0% | Added |
| Patron Partners Advisors, LLC | 1,580 | $241.0K | 0.16% | −70−4.2% | Reduced |
| Private Portfolio Partners LLC | 1,586 | $241.6K | 0.06% | −58−3.5% | Reduced |
| Harvey Capital Management Inc | 1,600 | $243.0K | 0.08% | +85+5.6% | Added |
| Almanack Investment Partners, LLC. | 1,618 | $246.0K | 0.02% | +1,618 | New |
| Wade G W & Inc | 1,621 | $247.0K | 0.01% | +18+1.1% | Added |
| Kapitalo Investimentos Ltda | 1,622 | $247.0K | 0.29% | −4,303−72.6% | Reduced |
| Norinchukin Bank, The | 1,633 | $249.0K | 0.00% | −993−37.8% | Reduced |
| Paradigm Financial Partners, LLC | 1,637 | $249.0K | 0.05% | −21−1.3% | Reduced |
| Hudock, Inc. | 1,639 | $249.0K | 0.07% | −50−3.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,765 | $251.0K | 0.11% | +1,765 | New |
| Eqis Capital Management, Inc. | 1,664 | $253.0K | 0.02% | −30−1.8% | Reduced |
| WMG Financial Advisors, LLC | 1,663 | $253.0K | 0.20% | +1,663 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,665 | $254.0K | 0.04% | −418−20.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,677 | $255.0K | 0.04% | +1,677 | New |
| Delphia (USA) Inc. | 1,675 | $255.0K | 0.27% | +1,675 | New |
| Sovereign Financial Group, Inc. | 1,684 | $256.0K | 0.10% | −2,208−56.7% | Reduced |
| Crestwood Advisors Group LLC | 1,692 | $258.0K | 0.01% | −991−36.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $259.0K | 0.02% | −1,000−37.0% | Reduced |
| First Citizens Bank & Trust Co | 1,698 | $259.0K | 0.01% | +166+10.8% | Added |
| Lake Street Financial LLC | 1,711 | $261.0K | 0.05% | +1,711 | New |
| International Assets Investment Management, LLC | 1,721 | $262.0K | 0.05% | −324−15.8% | Reduced |
| Garner Asset Management Corp | 1,735 | $264.0K | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 1,745 | $266.0K | 0.02% | −1,560−47.2% | Reduced |
| MBB Public Markets I LLC | 1,745 | $266.0K | 0.01% | +1,745 | New |
| SPC Financial, Inc. | 1,750 | $267.0K | 0.03% | −2,759−61.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,764 | $268.0K | 0.06% | −3,456−66.2% | Reduced |
| Harbour Investments, Inc. | 1,759 | $268.0K | 0.02% | −1,959−52.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,791 | $272.8K | 0.02% | +483+36.9% | Added |
| IPG Investment Advisors LLC | 1,805 | $275.0K | 0.05% | +1,805 | New |
| E Fund Management Co., Ltd. | 1,820 | $277.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,815 | $277.0K | 0.18% | +382+26.7% | Added |
| Arvest Trust Co N A | 1,817 | $277.0K | 0.01% | +1,817 | New |
| Benjamin Edwards Inc | 1,817 | $277.0K | 0.09% | +1,817 | New |
| Circle Wealth Management, LLC | 1,820 | $277.0K | 0.04% | +1,820 | New |
| BlueCrest Capital Management Ltd | 1,820 | $277.0K | 0.02% | +1,820 | New |
| LifePro Asset Management | 1,818 | $277.0K | 0.08% | +1,818 | New |
| Bard Financial Services, Inc. | 1,825 | $278.0K | 0.02% | −275−13.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,825 | $278.0K | 0.02% | 00.0% | Unchanged |
| Parkwood LLC | 1,829 | $279.0K | 0.05% | −13,401−88.0% | Reduced |
| Miracle Mile Advisors, LLC | 1,834 | $279.0K | 0.01% | +275+17.6% | Added |
| Reuter James Wealth Management, LLC | 1,832 | $279.0K | 0.11% | +1,832 | New |
| Golden Green, Inc. | 1,846 | $281.0K | 0.23% | −446−19.5% | Reduced |
| Diversified Trust Co | 1,842 | $281.0K | 0.01% | +228+14.1% | Added |
| Manchester Capital Management LLC | 1,850 | $282.0K | 0.04% | −100−5.1% | Reduced |
| Rehmann Capital Advisory Group | 1,862 | $283.6K | 0.03% | −395−17.5% | Reduced |
| Cable Hill Partners, LLC | 1,863 | $284.0K | 0.06% | +49+2.7% | Added |
| Claro Advisors LLC | 1,872 | $285.0K | 0.10% | +1,872 | New |
| Tennessee Valley Asset Management Partners | 1,875 | $286.0K | 0.10% | −256−12.0% | Reduced |
| CoreCap Advisors, LLC | 1,887 | $287.0K | 0.02% | +1,887 | New |
| WealthShield Partners, LLC | 1,893 | $288.0K | 0.05% | +1,893 | New |
| Marietta Investment Partners LLC | 1,895 | $289.0K | 0.06% | −3,746−66.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,905 | $290.0K | 0.00% | +603+46.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,940 | $295.0K | 0.02% | +240+14.1% | Added |
| Vanguard Capital Wealth Advisors | 1,950 | $297.0K | 0.21% | +1,950 | New |