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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 1,955 | $298.0K | 0.00% | −2,048−51.2% | Reduced |
| Capital Asset Advisory Services LLC | 1,959 | $298.0K | 0.03% | −109−5.3% | Reduced |
| Congress Wealth Management LLC | 1,982 | $302.0K | 0.01% | +1,982 | New |
| Signaturefd, LLC | 1,992 | $303.0K | 0.01% | −873−30.5% | Reduced |
| Awm Capital, LLC | 2,000 | $305.0K | 0.23% | 00.0% | Unchanged |
| Formula Growth Ltd | 2,000 | $305.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,070 | $315.0K | 0.01% | −710−25.5% | Reduced |
| Keebeck Alpha, LP | 2,066 | $315.0K | 0.11% | +639+44.8% | Added |
| Aj Wealth Strategies, LLC | 2,083 | $317.0K | 0.02% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,105 | $321.0K | 0.21% | +2,105 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,128 | $324.0K | 0.03% | −857−28.7% | Reduced |
| Archford Capital Strategies, LLC | 2,125 | $324.0K | 0.07% | +2,125 | New |
| Visionary Wealth Advisors | 2,132 | $325.0K | 0.03% | +1,225+135.1% | Added |
| Brookfield Asset Management Inc. | 2,136 | $325.0K | 0.00% | +2,136 | New |
| Barings LLC | 2,147 | $327.0K | 0.01% | −570−21.0% | Reduced |
| Am Investment Strategies LLC | 2,155 | $328.0K | 0.08% | −658−23.4% | Reduced |
| Financial Partners Group, Inc | 2,614 | $329.0K | 0.07% | −26−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,161 | $329.0K | 0.03% | +168+8.4% | Added |
| Focus Financial Network, Inc. | 2,166 | $329.9K | 0.05% | −195−8.3% | Reduced |
| Emerald Advisers, LLC | 2,164 | $330.0K | 0.01% | −7,936−78.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,168 | $330.0K | 0.03% | −5,300−71.0% | Reduced |
| Stonegate Investment Group, LLC | 2,173 | $331.0K | 0.01% | +2,173 | New |
| Harbour Capital Advisors, LLC | 2,178 | $332.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,178 | $332.0K | 0.02% | +2,178 | New |
| DMG Group, LLC | 3,029 | $335.0K | 0.29% | +3,029 | New |
| Advisory Resource Group | 2,675 | $336.0K | 0.11% | +410+18.1% | Added |
| Evoke Wealth, LLC | 2,208 | $336.0K | 0.01% | +310+16.3% | Added |
| Seeyond | 2,211 | $336.0K | 0.03% | +1,147+107.8% | Added |
| Claraphi Advisory Network, LLC | 2,236 | $341.0K | 0.12% | −1,536−40.7% | Reduced |
| Clarius Group, LLC | 2,265 | $345.0K | 0.03% | −271−10.7% | Reduced |
| Geneos Wealth Management Inc. | 2,271 | $345.0K | 0.01% | +273+13.7% | Added |
| Vienna Asset Management LLC | 2,268 | $345.0K | 0.31% | +2,268 | New |
| Whittier Trust Co of Nevada Inc | 2,273 | $346.0K | 0.01% | +139+6.5% | Added |
| Independent Solutions Wealth Management, LLC | 2,284 | $347.9K | 0.08% | +2,284 | New |
| Integrated Advisors Network LLC | 2,294 | $349.0K | 0.02% | −2,459−51.7% | Reduced |
| Seaport Global Advisors, LLC | 2,290 | $349.0K | 0.48% | +2,290 | New |
| Wealth Architects, LLC | 2,306 | $351.0K | 0.06% | +1,051+83.7% | Added |
| Lincoln National Corp | 2,348 | $358.0K | 0.01% | +67+2.9% | Added |
| Canandaigua National Corp | 2,354 | $359.0K | 0.05% | +2,354 | New |
| Herbst Group, LLC | 2,360 | $359.0K | 0.22% | +2,360 | New |
| Westover Capital Advisors, LLC | 2,375 | $362.0K | 0.11% | −229−8.8% | Reduced |
| Manteio Capital LLC | 2,374 | $362.0K | 0.47% | +2,374 | New |
| NorthRock Partners, LLC | 2,392 | $364.0K | 0.03% | +673+39.2% | Added |
| KCM Investment Advisors LLC | 2,421 | $369.0K | 0.01% | +92+4.0% | Added |
| Guerra Pan Advisors, LLC | 2,421 | $369.0K | 0.37% | +2,421 | New |
| Point72 Hong Kong Ltd | 2,429 | $370.0K | 0.03% | −11,622−82.7% | Reduced |
| We Are One Seven, LLC | 2,446 | $373.0K | 0.04% | +2,446 | New |
| Truvestments Capital LLC | 2,456 | $374.0K | 0.19% | +326+15.3% | Added |
| Pinnacle Associates Ltd | 2,456 | $374.0K | 0.01% | +2,456 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,426 | $376.0K | 0.01% | −194−7.4% | Reduced |
| 360 Financial, Inc. | 2,470 | $376.0K | 0.17% | 00.0% | Unchanged |
| Asset Management Corp | 2,485 | $378.0K | 0.22% | +2,485 | New |
| AXA S.A. | 2,492 | $379.0K | 0.00% | −4,808−65.9% | Reduced |
| Intellectus Partners, LLC | 2,489 | $379.0K | 0.10% | +1,439+137.0% | Added |
| Malaga Cove Capital, LLC | 2,505 | $382.0K | 0.15% | +55+2.2% | Added |
| Glen Eagle Advisors, LLC | 2,515 | $383.1K | 0.10% | −88−3.4% | Reduced |
| Belpointe Asset Management LLC | 2,520 | $384.0K | 0.02% | −444−15.0% | Reduced |
| Conway Capital Management, Inc. | 2,544 | $387.5K | 0.23% | −1,675−39.7% | Reduced |
| Yarbrough Capital, LLC | 2,557 | $389.0K | 0.02% | +2,557 | New |
| Comerica Securities,inc. | 2,575 | $392.0K | 0.03% | +2,575 | New |
| HBK Sorce Advisory LLC | 2,603 | $396.0K | 0.02% | +103+4.1% | Added |
| GFG Capital, LLC | 2,597 | $396.0K | 0.12% | +2,597 | New |
| CNB Bank | 2,608 | $398.0K | 0.22% | +238+10.0% | Added |
| Meritage Portfolio Management | 2,625 | $400.0K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,635 | $401.0K | 0.05% | +1,448+122.0% | Added |
| American National Registered Investment Advisor, Inc. | 2,641 | $402.0K | 0.13% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,885 | $402.0K | 0.61% | +2,885 | New |
| Foundations Investment Advisors, LLC | 2,891 | $403.0K | 0.02% | +1,184+69.4% | Added |
| Gleason Group, Inc. | 2,674 | $407.0K | 0.13% | +1,367+104.6% | Added |
| Coastal Investment Advisors, Inc. | 2,676 | $408.0K | 0.09% | +473+21.5% | Added |
| Granite Bay Wealth Management, LLC | 2,682 | $408.0K | 0.40% | +2,682 | New |
| Proficio Capital Partners LLC | 2,689 | $410.0K | 0.06% | +2,689 | New |
| Astrantus Ltd | 2,700 | $411.0K | 0.31% | +2,700 | New |
| Yousif Capital Management, LLC | 2,704 | $412.0K | 0.00% | +2,704 | New |
| Schechter Investment Advisors, LLC | 2,727 | $416.0K | 0.04% | +2,727 | New |
| GPS Wealth Strategies Group, LLC | 2,753 | $419.0K | 0.09% | −10,734−79.6% | Reduced |
| Bluestein R H & Co | 2,755 | $420.0K | 0.02% | +5+0.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 2,787 | $424.0K | 0.09% | −768−21.6% | Reduced |
| CAPROCK Group, Inc. | 2,783 | $424.0K | 0.03% | +775+38.6% | Added |
| Steel Peak Wealth Management LLC | 2,789 | $425.0K | 0.03% | −1,946−41.1% | Reduced |
| Pensionfund DSM Netherlands | 2,800 | $426.0K | 0.05% | 00.0% | Unchanged |
| CQS (US), LLC | 2,797 | $426.0K | 0.03% | +2,797 | New |
| Allstate Corp | 2,801 | $427.0K | 0.01% | −354−11.2% | Reduced |
| Precision Wealth Strategies, LLC | 2,825 | $430.0K | 0.31% | +1,272+81.9% | Added |
| Capstone Investment Advisors, LLC | 2,820 | $430.0K | 0.01% | +1,799+176.2% | Added |
| Symmetry Partners, LLC | 2,838 | $432.0K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,845 | $433.0K | 0.32% | +2,845 | New |
| PFG Advisors | 2,854 | $435.0K | 0.04% | −470−14.1% | Reduced |
| Chicago Trust Co NA | 2,877 | $439.0K | 0.09% | +210+7.9% | Added |
| Essex Financial Services, Inc. | 2,897 | $441.0K | 0.04% | +1,735+149.3% | Added |
| Brown Miller Wealth Management, LLC | 2,920 | $444.0K | 0.25% | +690+30.9% | Added |
| Vista Wealth Management Group, LLC | 2,950 | $449.0K | 0.07% | −30−1.0% | Reduced |
| Loomis Sayles & Co L P | 2,960 | $451.0K | 0.00% | +2,368+400.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,973 | $453.0K | 0.02% | +733+32.7% | Added |
| Cubic Asset Management, LLC | 3,000 | $457.0K | 0.10% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 3,003 | $457.0K | 0.14% | +3,003 | New |
| Quent Capital, LLC | 3,010 | $458.0K | 0.10% | +3,010 | New |
| Means Investment Co., Inc. | 3,022 | $460.0K | 0.08% | −444−12.8% | Reduced |
| 9258 Wealth Management, LLC | 3,024 | $461.0K | 0.11% | +33+1.1% | Added |
| Octavia Wealth Advisors, LLC | 3,030 | $461.0K | 0.10% | +878+40.8% | Added |