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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 9,084 | $1.38M | 0.10% | −1,925−17.5% | Reduced |
| Captrust Financial Advisors | 9,087 | $1.38M | 0.01% | +1,061+13.2% | Added |
| Orion Capital Management LLC | 9,140 | $1.39M | 0.79% | +30+0.3% | Added |
| E. Ohman J:or Asset Management AB | 9,200 | $1.40M | 0.04% | +800+9.5% | Added |
| WT Wealth Management | 9,252 | $1.41M | 0.52% | +3,354+56.9% | Added |
| 1776 Wealth LLC | 9,259 | $1.41M | 0.76% | +1,300+16.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,316 | $1.42M | 0.53% | +9,316 | New |
| Illinois Municipal Retirement Fund | 9,370 | $1.43M | 0.04% | +2,039+27.8% | Added |
| Schroder Investment Management Group | 9,423 | $1.44M | 0.00% | −35,288−78.9% | Reduced |
| Stokes Family Office, LLC | 9,449 | $1.44M | 0.18% | +30.0% | Added |
| Bollard Group LLC | 9,453 | $1.44M | 0.05% | −24,585−72.2% | Reduced |
| Verition Fund Management LLC | 9,563 | $1.46M | 0.02% | +8,028+523.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,782 | $1.49M | 0.52% | −609−5.9% | Reduced |
| Keybank National Association | 9,796 | $1.49M | 0.01% | +3,787+63.0% | Added |
| Van Hulzen Asset Management, LLC | 9,802 | $1.49M | 0.16% | +3,711+60.9% | Added |
| NEIRG Wealth Management, LLC | 9,841 | $1.50M | 0.29% | +9,841 | New |
| V Wealth Advisors LLC | 9,866 | $1.50M | 0.22% | +271+2.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,914 | $1.51M | 0.09% | +361+3.8% | Added |
| China Universal Asset Management Co., Ltd. | 10,000 | $1.52M | 0.36% | +10,000 | New |
| Jackson Square Capital, LLC | 10,025 | $1.53M | 0.44% | −1,246−11.1% | Reduced |
| Modus Advisors, LLC | 10,116 | $1.54M | 0.66% | +376+3.9% | Added |
| Industrial Alliance Investment Management Inc. | 10,215 | $1.56M | 0.04% | +10,215 | New |
| Louisiana State Employees Retirement System | 10,500 | $1.60M | 0.04% | +400+4.0% | Added |
| Aspiriant, LLC | 10,547 | $1.61M | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10,571 | $1.61M | 0.11% | +10,571 | New |
| Bouvel Investment Partners, LLC | 10,641 | $1.62M | 0.91% | +160+1.5% | Added |
| MAI Capital Management | 10,663 | $1.62M | 0.03% | −47−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,679 | $1.63M | 0.03% | −9,223−46.3% | Reduced |
| Tran Capital Management, L.P. | 10,674 | $1.63M | 0.13% | −2,650−19.9% | Reduced |
| Roberts Wealth Advisors, LLC | 10,446 | $1.64M | 0.59% | +209+2.0% | Added |
| GWM Advisors LLC | 10,816 | $1.65M | 0.02% | +2,021+23.0% | Added |
| Catalyst Capital Advisors LLC | 11,073 | $1.69M | 0.08% | −514−4.4% | Reduced |
| LMR Partners LLP | 11,258 | $1.72M | 0.02% | +11,258 | New |
| Northeast Investment Management | 11,282 | $1.72M | 0.08% | +1,061+10.4% | Added |
| Edmond de Rothschild Holding S.A. | 11,578 | $1.76M | 0.04% | +6,141+112.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,707 | $1.78M | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,918 | $1.81M | 0.19% | −1,219−9.3% | Reduced |
| Capital International Sarl | 11,964 | $1.82M | 0.09% | +9,376+362.3% | Added |
| American Portfolios Advisors | 11,966 | $1.82M | 0.06% | +2,909+32.1% | Added |
| Harvest Volatility Management LLC | 11,990 | $1.83M | 0.09% | +3,022+33.7% | Added |
| Annex Advisory Services, LLC | 12,011 | $1.83M | 0.13% | +8,193+214.6% | Added |
| Cloverfields Capital Group, LP | 12,029 | $1.83M | 0.57% | +1,444+13.6% | Added |
| Northeast Financial Consultants Inc | 12,070 | $1.84M | 0.11% | +8,732+261.6% | Added |
| Resonant Capital Advisors, LLC | 12,081 | $1.84M | 0.28% | +216+1.8% | Added |
| The PNC Financial Services Group, Inc. | 12,382 | $1.88M | 0.00% | +2,522+25.6% | Added |
| Cetera Advisors LLC | 12,473 | $1.90M | 0.04% | +753+6.4% | Added |
| APG Asset Management N.V. | 14,217 | $1.90M | 0.00% | −26,300−64.9% | Reduced |
| Tributary Capital Management, LLC | 12,600 | $1.92M | 0.14% | −200−1.6% | Reduced |
| Bokf, NA | 12,654 | $1.93M | 0.03% | −1,461−10.4% | Reduced |
| Tocqueville Asset Management L.P. | 12,660 | $1.93M | 0.03% | +11,230+785.3% | Added |
| Acorn Financial Advisory Services Inc | 12,690 | $1.93M | 0.39% | +1,546+13.9% | Added |
| Metropolitan Life Insurance Co | 12,836 | $1.96M | 0.03% | +42+0.3% | Added |
| Banco Santander, S.A. | 12,898 | $1.96M | 0.01% | −3,657−22.1% | Reduced |
| Mutual Advisors, LLC | 12,916 | $1.97M | 0.10% | +10,574+451.5% | Added |
| Harbor Investment Advisory, LLC | 12,961 | $1.97M | 0.25% | −2,319−15.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,991 | $1.98M | 0.08% | +5,197+66.7% | Added |
| Steward Partners Investment Advisory, LLC | 13,043 | $1.99M | 0.03% | −4,207−24.4% | Reduced |
| GAM Holding AG | 10,127 | $1.99M | 0.09% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 13,154 | $2.00M | 0.06% | +2,302+21.2% | Added |
| Avantax Advisory Services, Inc. | 13,190 | $2.01M | 0.03% | +2,595+24.5% | Added |
| Lee Capital Holdings LLC | 13,210 | $2.01M | 1.06% | +13,210 | New |
| Canvas Wealth Advisors, LLC | 13,377 | $2.04M | 0.73% | −12,292−47.9% | Reduced |
| Bennett Selby Investments LP | 13,669 | $2.08M | 1.20% | +1,640+13.6% | Added |
| Tower Research Capital LLC (TRC) | 13,699 | $2.09M | 0.04% | +4,969+56.9% | Added |
| Tudor Investment Corp Et Al | 13,738 | $2.09M | 0.04% | +13,738 | New |
| Stephens Inc | 13,816 | $2.10M | 0.03% | +7,082+105.2% | Added |
| Peregrine Asset Advisers, Inc. | 13,923 | $2.12M | 0.86% | +13,923 | New |
| Private Advisor Group, LLC | 14,090 | $2.15M | 0.02% | −1,077−7.1% | Reduced |
| National Asset Management, Inc. | 14,119 | $2.15M | 0.06% | −507−3.5% | Reduced |
| Adell Harriman & Carpenter Inc | 14,141 | $2.15M | 0.20% | −6,784−32.4% | Reduced |
| Watchman Group, Inc. | 14,152 | $2.16M | 1.13% | +945+7.2% | Added |
| Centiva Capital, LP | 14,208 | $2.16M | 0.14% | +9,210+184.3% | Added |
| Shell Asset Management Co | 14,297 | $2.18M | 0.04% | +2,006+16.3% | Added |
| Hamilton Lane Advisors LLC | 14,565 | $2.22M | 0.29% | +6,064+71.3% | Added |
| Sigma Investment Counselors Inc | 14,602 | $2.22M | 0.16% | −4,822−24.8% | Reduced |
| Elo Mutual Pension Insurance Co | 14,775 | $2.25M | 0.06% | +1,226+9.0% | Added |
| Maryland State Retirement & Pension System | 14,800 | $2.25M | 0.06% | +425+3.0% | Added |
| Beacon Investment Advisory Services, Inc. | 14,834 | $2.26M | 0.09% | −2,287−13.4% | Reduced |
| Financial Advocates Investment Management | 14,905 | $2.27M | 0.16% | −3,451−18.8% | Reduced |
| Davenport & Co LLC | 14,911 | $2.27M | 0.02% | −123−0.8% | Reduced |
| Atlas Principals, LLC | 15,000 | $2.29M | 3.60% | 00.0% | Unchanged |
| Creative Planning | 15,091 | $2.30M | 0.00% | −3,361−18.2% | Reduced |
| Flight Deck Capital, LP | 15,101 | $2.30M | 1.08% | +15,101 | New |
| Ambassador Advisors, LLC | 15,196 | $2.31M | 0.44% | −7,135−32.0% | Reduced |
| Ropes Wealth Advisors LLC | 15,257 | $2.32M | 0.41% | +15,257 | New |
| Tredje AP-fonden | 15,725 | $2.40M | 0.05% | +1,725+12.3% | Added |
| Werlinich Asset Management, LLC | 15,802 | $2.41M | 1.75% | +1,012+6.8% | Added |
| LaFleur & Godfrey LLC | 15,804 | $2.41M | 0.31% | −1,605−9.2% | Reduced |
| Financial Consulate, Inc | 15,849 | $2.41M | 0.84% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 16,032 | $2.44M | 0.01% | +16,032 | New |
| Wedbush Securities Inc | 16,045 | $2.44M | 0.11% | +523+3.4% | Added |
| Shelton Capital Management | 16,083 | $2.45M | 0.09% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,140 | $2.46M | 0.01% | +6,450+66.6% | Added |
| Twin Lakes Capital Management, LLC | 16,300 | $2.48M | 1.32% | +16,300 | New |
| American International Group, Inc. | 16,335 | $2.49M | 0.01% | +384+2.4% | Added |
| Spire Wealth Management | 14,990 | $2.49M | 0.06% | +3,398+29.3% | Added |
| Russell Investments Group, Ltd. | 16,495 | $2.52M | 0.00% | −6,855−29.4% | Reduced |
| Independent Advisor Alliance | 16,626 | $2.53M | 0.13% | −16,720−50.1% | Reduced |
| Impax Asset Management Group plc | 16,661 | $2.54M | 0.01% | −62,950−79.1% | Reduced |
| Azzad Asset Management Inc | 16,659 | $2.54M | 0.34% | −497−2.9% | Reduced |