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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 3,063 | $467.0K | 0.03% | +790+34.8% | Added |
| Chapman Investment Management, LLC | 3,070 | $468.0K | 0.21% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,074 | $468.0K | 0.09% | +1,364+79.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,078 | $469.0K | 0.00% | +1,954+173.8% | Added |
| Paragon Advisors, LLC | 3,089 | $470.0K | 0.23% | −3,016−49.4% | Reduced |
| Polar Asset Management Partners Inc. | 3,088 | $470.0K | 0.01% | −1,252−28.8% | Reduced |
| Regatta Capital Group, LLC | 3,158 | $481.0K | 0.17% | +3,158 | New |
| IBM Retirement Fund | 3,173 | $483.0K | 0.06% | −2,227−41.2% | Reduced |
| WoodTrust Financial Corp | 3,176 | $484.0K | 0.10% | +230+7.8% | Added |
| Springs Capital (Hong Kong) Ltd | 3,200 | $487.0K | 1.36% | +3,200 | New |
| Newbridge Financial Services Group, Inc. | 3,207 | $488.0K | 0.23% | +1,313+69.3% | Added |
| KRS Capital Management, LLC | 3,213 | $489.0K | 0.42% | +3,213 | New |
| Wealth Management Partners, LLC | 3,000 | $490.0K | 0.34% | −130−4.2% | Reduced |
| Sumitomo Life Insurance Co | 3,231 | $492.0K | 0.01% | −107−3.2% | Reduced |
| Wintrust Investments LLC | 3,238 | $493.0K | 0.05% | −217−6.3% | Reduced |
| Nwam LLC | 3,239 | $493.0K | 0.04% | +640+24.6% | Added |
| NewEdge Wealth, LLC | 3,246 | $494.0K | 0.02% | +3,246 | New |
| Brinker Capital Investments, LLC | 3,258 | $496.0K | 0.01% | −942−22.4% | Reduced |
| Altman Advisors, Inc. | 4,277 | $497.0K | 0.30% | −9,206−68.3% | Reduced |
| Vestcor Inc | 3,295 | $502.0K | 0.02% | −565−14.6% | Reduced |
| Raymond James Trust N.A. | 3,305 | $503.0K | 0.01% | −410−11.0% | Reduced |
| Echo Street Capital Management LLC | 3,314 | $505.0K | 0.00% | −3,016−47.6% | Reduced |
| American National Insurance Co | 3,340 | $509.0K | 0.11% | −18,475−84.7% | Reduced |
| Segment Wealth Management, LLC | 3,399 | $518.0K | 0.05% | −2,082−38.0% | Reduced |
| Tortoise Index Solutions, LLC | 3,411 | $520.0K | 0.11% | +1,204+54.6% | Added |
| Integrated Wealth Concepts LLC | 3,433 | $523.0K | 0.02% | +414+13.7% | Added |
| Commerce Bank | 3,482 | $531.0K | 0.00% | +29+0.8% | Added |
| Dynamic Advisor Solutions LLC | 3,501 | $533.0K | 0.04% | +61+1.8% | Added |
| Arthur M. Cohen & Associates, LLC | 3,513 | $535.0K | 0.10% | +70+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,522 | $536.0K | 0.01% | −438−11.1% | Reduced |
| Mercer Global Advisors Inc | 3,550 | $541.0K | 0.00% | +633+21.7% | Added |
| Saturna Capital CORP | 3,565 | $543.0K | 0.01% | +2,665+296.1% | Added |
| Axxcess Wealth Management, LLC | 3,593 | $547.0K | 0.04% | +3,593 | New |
| IVC Wealth Advisors LLC | 3,618 | $551.0K | 0.36% | −7−0.2% | Reduced |
| Abbrea Capital, LLC | 3,634 | $553.0K | 0.07% | −345−8.7% | Reduced |
| People's United Financial, Inc. | 3,647 | $555.0K | 0.01% | −1,964−35.0% | Reduced |
| Burton Enright Welch | 3,709 | $564.9K | 0.38% | +3,709 | New |
| Wealth Management Associates, Inc. | 3,717 | $566.1K | 0.30% | +884+31.2% | Added |
| Harbor Capital Advisors, Inc. | 3,721 | $567.0K | 0.21% | +3,721 | New |
| Elite Wealth Management, Inc. | 3,727 | $568.0K | 0.22% | −271−6.8% | Reduced |
| Berkshire Asset Management LLC | 3,737 | $569.0K | 0.03% | +574+18.1% | Added |
| Oak Ridge Investments LLC | 3,749 | $571.0K | 0.05% | −281−7.0% | Reduced |
| Capital Investment Advisory Services, LLC | 3,783 | $576.0K | 0.07% | −1,233−24.6% | Reduced |
| Oxler Private Wealth LLC | 3,831 | $583.0K | 0.24% | −13−0.3% | Reduced |
| Pathstone Family Office, LLC | 3,863 | $589.0K | 0.01% | −1,688−30.4% | Reduced |
| CPWM, LLC | 2,287 | $589.0K | 0.05% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,900 | $594.0K | 0.04% | +3,900 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,921 | $597.0K | 0.20% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,923 | $598.0K | 0.06% | +2,128+118.6% | Added |
| Donoghue Forlines LLC | 4,002 | $610.0K | 0.10% | −368−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,900 | $616.0K | 0.00% | −95,700−95.1% | Reduced |
| Hudson Value Partners, LLC | 4,060 | $618.0K | 0.30% | +50+1.2% | Added |
| First Hawaiian Bank | 4,063 | $619.0K | 0.02% | −4,640−53.3% | Reduced |
| Compass Financial Advisors LLC | 4,069 | $620.0K | 0.68% | +4,069 | New |
| Bridgeway Capital Management, LLC | 4,100 | $624.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,097 | $624.0K | 0.01% | +479+13.2% | Added |
| Stegent Equity Advisors, Inc. | 4,107 | $626.0K | 0.51% | +4,107 | New |
| Aft, Forsyth & Company, Inc. | 4,115 | $627.0K | 0.32% | −1,155−21.9% | Reduced |
| Equitable Holdings, Inc. | 4,153 | $633.0K | 0.01% | −2,971−41.7% | Reduced |
| Pendal Group Limited | 4,157 | $633.0K | 0.01% | +1,684+68.1% | Added |
| Perfromance Wealth Partners, LLC | 4,160 | $634.0K | 0.03% | +4,160 | New |
| Toroso Investments, LLC | 4,178 | $636.0K | 0.02% | −86−2.0% | Reduced |
| TBH Global Asset Management, LLC | 4,180 | $637.0K | 0.13% | −500−10.7% | Reduced |
| Sloy Dahl & Holst, LLC | 2,477 | $638.0K | 0.14% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,203 | $640.0K | 0.02% | +4,203 | New |
| Checchi Capital Advisers, LLC | 4,224 | $643.0K | 0.07% | −101−2.3% | Reduced |
| Siemens Fonds Invest GmbH | 4,153 | $644.0K | 0.04% | +481+13.1% | Added |
| Acadian Asset Management LLC | 4,255 | $646.0K | 0.00% | −1,071−20.1% | Reduced |
| Silverhawk Asset Management, LLC | 4,240 | $646.0K | 0.52% | +4,240 | New |
| Clare Market Investments LLC | 4,249 | $647.2K | 0.18% | −526−11.0% | Reduced |
| Wrapmanager Inc | 4,253 | $648.0K | 0.16% | +1,039+32.3% | Added |
| Fulcrum Asset Management LLP | – | $651.0K | 0.32% | – | – |
| Ameritas Investment Partners, Inc. | 4,298 | $655.0K | 0.02% | +148+3.6% | Added |
| CIBC World Markets Corp | 4,304 | $656.0K | 0.00% | −43,781−91.0% | Reduced |
| Park Avenue Securities LLC | 4,306 | $656.0K | 0.01% | +506+13.3% | Added |
| Grandview Asset Management LLC | 4,353 | $663.0K | 0.27% | +4,353 | New |
| FineMark National Bank & Trust | 4,403 | $671.0K | 0.03% | +136+3.2% | Added |
| Green Alpha Advisors, LLC | 4,415 | $672.0K | 0.45% | +187+4.4% | Added |
| Winton Group Ltd | 4,431 | $675.0K | 0.04% | +3,529+391.2% | Added |
| Avestar Capital, LLC | 4,474 | $681.0K | 0.12% | +1,927+75.7% | Added |
| Titus Wealth Management | 4,499 | $685.0K | 0.31% | +415+10.2% | Added |
| Monetta Financial Services Inc | 4,500 | $685.0K | 0.53% | +4,500 | New |
| Bradley Mark J. | 4,500 | $686.0K | 0.45% | −4,460−49.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,611 | $702.0K | 0.16% | +4,611 | New |
| SeaCrest Wealth Management, LLC | 4,621 | $704.0K | 0.08% | −713−13.4% | Reduced |
| NEXT Financial Group, Inc | 4,644 | $707.0K | 0.05% | +1,471+46.4% | Added |
| Apollon Wealth Management, LLC | 4,690 | $714.0K | 0.06% | +3,743+395.2% | Added |
| Bristlecone Advisors, LLC | 4,763 | $725.0K | 0.09% | +739+18.4% | Added |
| Legacy Advisors, LLC | 4,767 | $726.0K | 0.27% | +10.0% | Added |
| SG Americas Securities, LLC | 4,797 | $731.0K | 0.00% | −20,049−80.7% | Reduced |
| Boenning & Scattergood, Inc. | 4,824 | $735.0K | 0.12% | −2,050−29.8% | Reduced |
| Marshall & Sullivan Inc | 4,827 | $735.0K | 0.35% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 4,850 | $739.0K | 0.00% | −35,098−87.9% | Reduced |
| Kestra Private Wealth Services, LLC | 4,942 | $753.0K | 0.04% | −27−0.5% | Reduced |
| Parsons Capital Management Inc | 4,941 | $753.0K | 0.05% | −19−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 4,880 | $756.0K | 0.00% | −664−12.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,962 | $756.0K | 0.05% | +1,107+28.7% | Added |
| Ferris Capital, LLC | 5,006 | $762.0K | 0.17% | +10+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,009 | $763.0K | 0.46% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,010 | $763.0K | 0.33% | +2,505+100.0% | Added |