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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 5,025 | $765.4K | 0.06% | +269+5.7% | Added |
| Busey Wealth Management | 5,048 | $769.0K | 0.03% | −220−4.2% | Reduced |
| First Foundation Advisors | 5,052 | $769.0K | 0.03% | +755+17.6% | Added |
| Motley Fool Asset Management LLC | 5,108 | $778.0K | 0.05% | −31−0.6% | Reduced |
| Segall Bryant & Hamill, LLC | 5,155 | $786.0K | 0.01% | +5,155 | New |
| Alpine Global Management, LLC | 5,184 | $790.0K | 0.12% | +5,184 | New |
| Hilltop Holdings Inc. | 5,199 | $792.0K | 0.08% | −877−14.4% | Reduced |
| Centaurus Financial, Inc. | 5,296 | $807.0K | 0.06% | +2,390+82.2% | Added |
| Two Sigma Securities, LLC | 5,304 | $808.0K | 0.16% | +5,304 | New |
| Federation des caisses Desjardins du Quebec | 5,390 | $820.8K | 0.01% | +1,617+42.9% | Added |
| Aspen Investment Management Inc | 5,441 | $829.0K | 0.41% | −229−4.0% | Reduced |
| Silvant Capital Management LLC | 5,446 | $830.0K | 0.14% | −239−4.2% | Reduced |
| Central Trust Co | 5,458 | $831.0K | 0.02% | +90+1.7% | Added |
| Sigma Planning Corp | 5,468 | $833.0K | 0.02% | −10,532−65.8% | Reduced |
| Quattro Financial Advisors LLC | 5,500 | $838.0K | 0.30% | −75−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,500 | $838.0K | 0.04% | +278+5.3% | Added |
| Redpoint Investment Management Pty Ltd | 5,502 | $838.0K | 0.07% | +393+7.7% | Added |
| Brandywine Managers, LLC | 5,511 | $839.0K | 0.95% | 00.0% | Unchanged |
| KLK Capital Management LLC | 5,540 | $844.0K | 0.80% | +1,490+36.8% | Added |
| Gables Capital Management Inc. | 5,552 | $846.0K | 0.50% | +5,052+1,010.4% | Added |
| Ethic Inc. | 5,573 | $849.0K | 0.07% | +918+19.7% | Added |
| Manchester Financial Inc | 5,583 | $850.0K | 0.30% | +422+8.2% | Added |
| United Capital Financial Advisers, LLC | 5,593 | $852.0K | 0.00% | −13,373−70.5% | Reduced |
| Moseley Investment Management Inc | 5,618 | $856.0K | 0.39% | +1,473+35.5% | Added |
| Wetherby Asset Management Inc | 5,629 | $857.0K | 0.05% | −852−13.1% | Reduced |
| Purus Wealth Management, LLC | 5,698 | $868.0K | 0.54% | +33+0.6% | Added |
| Laurel Wealth Advisors, Inc. | 5,723 | $871.0K | 0.07% | +5,723 | New |
| Ameritas Advisory Services, LLC | 5,738 | $874.0K | 0.03% | +5,738 | New |
| Arden Trust Co | 5,748 | $876.0K | 0.15% | +1,429+33.1% | Added |
| Exchange Traded Concepts, LLC | 5,764 | $878.0K | 0.02% | +3,087+115.3% | Added |
| Doheny Asset Management | 5,774 | $879.0K | 0.62% | −357−5.8% | Reduced |
| AlphaCrest Capital Management LLC | 5,769 | $879.0K | 0.03% | −92−1.6% | Reduced |
| Pacer Advisors, Inc. | 5,881 | $896.0K | 0.01% | −966−14.1% | Reduced |
| Algert Global LLC | 5,912 | $900.0K | 0.11% | +34+0.6% | Added |
| Potrero Capital Research LLC | 5,975 | $910.0K | 0.27% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,982 | $911.0K | 0.07% | +1,366+29.6% | Added |
| Cerity Partners LLC | 5,993 | $913.0K | 0.01% | −1,673−21.8% | Reduced |
| Moody National Bank Trust Division | 6,001 | $914.0K | 0.03% | −18,475−75.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 6,005 | $914.0K | 0.38% | +6,005 | New |
| Souders Financial Advisors | 6,014 | $916.0K | 0.26% | +2,355+64.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,030 | $918.0K | 0.04% | −547−8.3% | Reduced |
| Cornerstone Wealth Management, LLC | 5,960 | $922.0K | 0.09% | +3,187+114.9% | Added |
| Highland Capital Management, LLC | 6,151 | $937.0K | 0.05% | −91−1.5% | Reduced |
| Castleview Partners, LLC | 142,866 | $938.0K | 0.01% | +142,866 | New |
| XR Securities LLC | 6,174 | $940.0K | 0.11% | −1,111−15.3% | Reduced |
| Valeo Financial Advisors, LLC | 6,177 | $941.0K | 0.05% | +2,033+49.1% | Added |
| Icon Wealth Partners, LLC | 6,195 | $944.0K | 0.09% | +4,911+382.5% | Added |
| Boulder Hill Capital Management LP | 6,300 | $960.0K | 0.93% | +6,300 | New |
| Hollencrest Capital Management | 6,408 | $976.0K | 0.08% | +5,344+502.3% | Added |
| Equitable Trust Co | 6,459 | $984.0K | 0.06% | +6,459 | New |
| Scotia Capital Inc. | 6,560 | $999.0K | 0.01% | −194−2.9% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $1.00M | 0.01% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 6,608 | $1.01M | 0.07% | +1,250+23.3% | Added |
| Western Wealth Management, LLC | 6,614 | $1.01M | 0.10% | +6,614 | New |
| Quantamental Technologies LLC | 6,658 | $1.01M | 0.51% | +4,143+164.7% | Added |
| CWM, LLC | 6,804 | $1.04M | 0.01% | +6,804 | New |
| Sciencast Management LP | 7,007 | $1.04M | 0.18% | +7,007 | New |
| Covenant Asset Management, LLC | 6,847 | $1.04M | 0.28% | −11,885−63.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,929 | $1.05M | 0.02% | −78−1.1% | Reduced |
| Blackhawk Capital Partners LLC. | 7,056 | $1.07M | 0.65% | +7,056 | New |
| Intersect Capital LLC | 7,080 | $1.08M | 0.20% | −1,185−14.3% | Reduced |
| Stratos Wealth Partners, LTD. | 7,130 | $1.09M | 0.02% | +897+14.4% | Added |
| Redmond Asset Management, LLC | 7,171 | $1.09M | 0.31% | +7,171 | New |
| Kovack Advisors, Inc. | 7,302 | $1.11M | 0.11% | +52+0.7% | Added |
| Fishman Jay A Ltd | 7,355 | $1.12M | 0.12% | −8,860−54.6% | Reduced |
| FNY Investment Advisers, LLC | 7,500 | $1.14M | 0.62% | +7,249+2,888.0% | Added |
| Advisors Asset Management, Inc. | 7,504 | $1.14M | 0.02% | −4,617−38.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,672 | $1.17M | 0.04% | +673+9.6% | Added |
| Lattice Capital Management, LLC | 7,760 | $1.18M | 1.22% | +7,760 | New |
| Peapack Gladstone Financial Corp | 7,765 | $1.18M | 0.02% | −174−2.2% | Reduced |
| Assetmark, Inc | 7,816 | $1.19M | 0.00% | +7,236+1,247.6% | Added |
| Orion Portfolio Solutions, LLC | 7,823 | $1.19M | 0.04% | +6,428+460.8% | Added |
| Knights of Columbus Asset Advisors LLC | 7,940 | $1.21M | 0.10% | +7,940 | New |
| Teamwork Financial Advisors, LLC | 7,950 | $1.21M | 0.22% | −2,841−26.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,110 | $1.24M | 0.25% | +3,010+59.0% | Added |
| Ocean Capital Management, LLC | 8,148 | $1.24M | 0.47% | −112−1.4% | Reduced |
| Paradiem, LLC | 9,876 | $1.24M | 0.40% | +2,289+30.2% | Added |
| Artemis Investment Management LLP | 8,163 | $1.24M | 0.01% | +1,548+23.4% | Added |
| Lido Advisors, LLC | 8,198 | $1.25M | 0.02% | +617+8.1% | Added |
| Banque Cantonale Vaudoise | 8,221 | $1.25M | 0.05% | +2,640+47.3% | Added |
| Engineers Gate Manager LP | 8,293 | $1.26M | 0.06% | −1,253−13.1% | Reduced |
| Resolute Partners Group | 8,332 | $1.27M | 0.04% | +150+1.8% | Added |
| ING Groep NV | 8,357 | $1.27M | 0.01% | +4,928+143.7% | Added |
| Flagship Harbor Advisors, LLC | 8,444 | $1.29M | 0.12% | +1,043+14.1% | Added |
| Proequities, Inc. | 8,449 | $1.29M | 0.07% | +435+5.4% | Added |
| Jefferies Group LLC | 8,479 | $1.29M | 0.02% | +8,479 | New |
| Tower View Investment Management & Research LLC | 8,673 | $1.32M | 0.67% | +2,967+52.0% | Added |
| FinTrust Capital Advisors, LLC | 8,733 | $1.33M | 0.32% | +42+0.5% | Added |
| Synergy Financial Group, LTD | 8,778 | $1.34M | 1.20% | +8,778 | New |
| Vestmark Advisory Solutions, Inc. | 8,806 | $1.34M | 0.08% | +2,205+33.4% | Added |
| Seven Eight Capital, LP | 8,851 | $1.35M | 0.24% | +8,851 | New |
| FourThought Financial, LLC | 8,854 | $1.35M | 0.17% | +8,534+2,666.9% | Added |
| M&T Bank Corp | 8,884 | $1.35M | 0.01% | −339−3.7% | Reduced |
| Wealthcare Advisory Partners LLC | 8,903 | $1.36M | 0.08% | −3,228−26.6% | Reduced |
| Westwood Holdings Group Inc. | 8,925 | $1.36M | 0.01% | +8,925 | New |
| Benchmark Investment Advisors LLC | 8,962 | $1.36M | 1.13% | +8,962 | New |
| Weiss Multi-Strategy Advisers LLC | 9,016 | $1.37M | 0.03% | −3,934−30.4% | Reduced |
| Advisor Resource Council | 9,019 | $1.37M | 0.11% | +4,079+82.6% | Added |
| Natixis | 9,041 | $1.38M | 0.00% | −392,225−97.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,915 | $1.38M | 0.02% | +8,915 | New |