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 8 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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 8,980 | $2.55M | 0.00% | +38+0.4% | Added |
| Amalgamated Bank | 17,090 | $2.60M | 0.02% | +6,020+54.4% | Added |
| IndexIQ Advisors LLC | 17,635 | $2.69M | 0.09% | +286+1.6% | Added |
| Achmea Investment Management B.V. | 18,015 | $2.74M | 0.13% | +8,764+94.7% | Added |
| Cetera Advisor Networks LLC | 18,103 | $2.76M | 0.03% | +5,024+38.4% | Added |
| Simplex Trading, LLC | 18,138 | $2.76M | 0.09% | +18,138 | New |
| Weatherly Asset Management L. P. | 18,477 | $2.81M | 0.31% | +1,635+9.7% | Added |
| JT Stratford LLC | 18,589 | $2.83M | 0.78% | +14,647+371.6% | Added |
| Ieq Capital, LLC | 18,731 | $2.85M | 0.07% | −15,466−45.2% | Reduced |
| Parallel Advisors, LLC | 18,797 | $2.86M | 0.11% | +1,049+5.9% | Added |
| Vident Investment Advisory, LLC | 18,829 | $2.87M | 0.07% | +5,598+42.3% | Added |
| Bogart Wealth, LLC | 18,886 | $2.88M | 0.26% | +10,040+113.5% | Added |
| Baker Avenue Asset Management, LP | 18,949 | $2.89M | 0.15% | +1,405+8.0% | Added |
| Level Four Advisory Services, LLC | 19,024 | $2.90M | 0.22% | +11,367+148.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 19,074 | $2.90M | 0.71% | −5,983−23.9% | Reduced |
| Bank of Nova Scotia | 19,230 | $2.96M | 0.00% | +17,690+1,148.7% | Added |
| AXS Investments LLC | 20,157 | $3.07M | 0.73% | +20,157 | New |
| US Bancorp | 20,474 | $3.12M | 0.00% | −2,050−9.1% | Reduced |
| Ceera Investments, LLC | 20,761 | $3.16M | 1.64% | +11,070+114.2% | Added |
| Clear Creek Financial Management, LLC | 21,029 | $3.20M | 0.48% | +21,029 | New |
| Prospera Financial Services Inc | 21,113 | $3.21M | 0.14% | +5,624+36.3% | Added |
| Cetera Investment Advisers | 21,552 | $3.28M | 0.05% | +1,402+7.0% | Added |
| Northwest & Ethical Investments L.P. | 21,739 | $3.31M | 0.10% | +7,039+47.9% | Added |
| Xponance, Inc. | 21,959 | $3.35M | 0.05% | +265+1.2% | Added |
| IMA Wealth, Inc. | 21,966 | $3.35M | 0.74% | +21,966 | New |
| Stansberry Asset Management, LLC | 21,990 | $3.35M | 0.63% | −1,675−7.1% | Reduced |
| Standard Life Aberdeen plc | 22,075 | $3.36M | 0.01% | +1,541+7.5% | Added |
| Pinz Capital Management, LP | 22,200 | $3.38M | 1.30% | +22,200 | New |
| Caas Capital Management LP | 22,280 | $3.39M | 0.31% | +22,280 | New |
| Essex LLC | 22,388 | $3.41M | 0.91% | +7,132+46.7% | Added |
| Thomas Story & Son LLC | 22,974 | $3.50M | 1.36% | +13,761+149.4% | Added |
| Van Eck Associates Corp | 23,582 | $3.59M | 0.01% | +18,718+384.8% | Added |
| Aigen Investment Management, LP | 23,342 | $3.60M | 0.22% | +20,498+720.7% | Added |
| American National Bank | 23,769 | $3.62M | 0.71% | +6,085+34.4% | Added |
| Main Street Research LLC | 24,043 | $3.66M | 0.28% | −24,778−50.8% | Reduced |
| Truist Financial Corp | 24,123 | $3.67M | 0.01% | −8,048−25.0% | Reduced |
| Natixis Advisors, L.P. | 24,630 | $3.75M | 0.01% | −5,773−19.0% | Reduced |
| CIBC World Markets Inc. | 24,637 | $3.75M | 0.01% | −31,165−55.8% | Reduced |
| Asio Capital, LLC | 24,814 | $3.78M | 1.18% | +4,680+23.2% | Added |
| Kayak Investment Partners LLC | 25,000 | $3.81M | 1.54% | +25,000 | New |
| Prudential PLC | 25,527 | $3.89M | 0.05% | +6,785+36.2% | Added |
| D.A. Davidson & Co. | 25,626 | $3.90M | 0.04% | +1,542+6.4% | Added |
| Principal Financial Group Inc | 25,651 | $3.91M | 0.00% | −75,934−74.7% | Reduced |
| Meridian Investment Counsel Inc. | 26,080 | $3.97M | 1.32% | +1,795+7.4% | Added |
| Brighton Jones LLC | 26,132 | $3.98M | 0.19% | −568−2.1% | Reduced |
| Sanders Morris Harris LLC | 25,596 | $3.98M | 0.69% | +22,732+793.7% | Added |
| Capital International Ltd | 26,254 | $4.00M | 0.20% | +420+1.6% | Added |
| IFM Investors Pty Ltd | 26,383 | $4.02M | 0.07% | +83+0.3% | Added |
| Quest Investment Management LLC | 26,492 | $4.04M | 0.34% | −26,813−50.3% | Reduced |
| Oppenheimer Asset Management Inc. | 26,509 | $4.04M | 0.05% | +20,770+361.9% | Added |
| Daiwa Securities Group Inc. | 17,162 | $4.04M | 0.02% | +2,637+18.2% | Added |
| Lake Street Advisors Group, LLC | 27,811 | $4.24M | 0.27% | +27,811 | New |
| Financial Counselors Inc | 27,992 | $4.26M | 0.09% | +1,863+7.1% | Added |
| DnB Asset Management AS | 28,175 | $4.29M | 0.03% | +1,863+7.1% | Added |
| Evolutionary Tree Capital Management, LLC | 28,287 | $4.31M | 2.07% | +15,394+119.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 28,382 | $4.33M | 0.13% | +7,900+38.6% | Added |
| Cresset Asset Management, LLC | 28,560 | $4.35M | 0.04% | +18,991+198.5% | Added |
| Hantz Financial Services, Inc. | 28,836 | $4.39M | 0.13% | +27,900+2,980.8% | Added |
| TownSquare Capital, LLC | 28,906 | $4.40M | 0.11% | +26,562+1,133.2% | Added |
| Allspring Global Investments Holdings, LLC | 28,925 | $4.41M | 0.00% | +28,925 | New |
| Lord, Abbett & Co. LLC | 29,808 | $4.54M | 0.01% | −414,849−93.3% | Reduced |
| KBC Group NV | 30,070 | $4.58M | 0.02% | −9,433−23.9% | Reduced |
| Primecap Management Co | 30,075 | $4.58M | 0.00% | −600−2.0% | Reduced |
| CIBC Asset Management Inc | 30,126 | $4.59M | 0.02% | +3,924+15.0% | Added |
| CTC LLC | 30,537 | $4.65M | 0.11% | +30,537 | New |
| Capital International Inc | 30,837 | $4.70M | 0.04% | −1,650−5.1% | Reduced |
| CWM Advisors, LLC | 31,412 | $4.78M | 0.55% | +3,421+12.2% | Added |
| Advisory Services Network, LLC | 31,772 | $4.84M | 0.14% | −1,194−3.6% | Reduced |
| Smith Group Asset Management, LLC | 32,500 | $4.95M | 0.23% | 00.0% | Unchanged |
| Patten & Patten Inc | 32,683 | $4.98M | 0.34% | −84−0.3% | Reduced |
| Glenmede Trust Co NA | 32,718 | $4.98M | 0.02% | +31,913+3,964.3% | Added |
| O'Shares Investment Advisers, LLC | 32,755 | $4.99M | 0.36% | +7,677+30.6% | Added |
| Gulf International Bank (UK) Ltd | 32,974 | $5.02M | 0.07% | −6,449−16.4% | Reduced |
| Public Employees Retirement Association of Colorado | 34,075 | $5.19M | 0.02% | −143−0.4% | Reduced |
| Handelsbanken Fonder AB | 34,103 | $5.19M | 0.03% | 00.0% | Unchanged |
| Covington Capital Management | 34,275 | $5.22M | 0.18% | +1,770+5.4% | Added |
| British Columbia Investment Management Corp | 34,296 | $5.22M | 0.03% | −1,697−4.7% | Reduced |
| Umb Bank N A | 34,348 | $5.23M | 0.07% | +3,990+13.1% | Added |
| Trexquant Investment LP | 34,492 | $5.25M | 0.32% | +16,328+89.9% | Added |
| Jag Capital Management, LLC | 34,530 | $5.26M | 0.40% | −8,388−19.5% | Reduced |
| Pinebridge Investments, L.P. | 34,967 | $5.33M | 0.05% | +6,024+20.8% | Added |
| Utah Retirement Systems | 35,087 | $5.34M | 0.07% | +600+1.7% | Added |
| Evergreen Capital Management LLC | 35,574 | $5.42M | 0.22% | +32,013+899.0% | Added |
| NN Investment Partners Holdings N.V. | 35,605 | $5.42M | 0.03% | +585+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 35,791 | $5.45M | 0.03% | −37,996−51.5% | Reduced |
| Freestone Capital Holdings, LLC | 35,800 | $5.45M | 0.23% | +3,603+11.2% | Added |
| IMC-Chicago, LLC | 36,094 | $5.50M | 0.22% | +7,743+27.3% | Added |
| Bridgecreek Investment Management, LLC | 36,100 | $5.50M | 0.75% | +1,490+4.3% | Added |
| PFS Investments Inc. | 36,230 | $5.52M | 0.11% | +11,523+46.6% | Added |
| Strategic Advisors LLC | 36,369 | $5.54M | 0.79% | +29,936+465.4% | Added |
| Toronto Dominion Bank | 37,133 | $5.66M | 0.01% | +11,169+43.0% | Added |
| Yale University | 37,527 | $5.72M | 1.08% | +37,527 | New |
| Cutler Group LP | 37,779 | $5.75M | 0.40% | +36,321+2,491.2% | Added |
| Westpac Banking Corp | 37,946 | $5.78M | 0.06% | +1,337+3.7% | Added |
| Cubist Systematic Strategies, LLC | 38,048 | $5.79M | 0.06% | −15,354−28.8% | Reduced |
| Teacher Retirement System of Texas | 38,095 | $5.80M | 0.03% | −8,668−18.5% | Reduced |
| Credit Agricole S A | 38,584 | $5.88M | 0.20% | +18,614+93.2% | Added |
| Rheos Capital Works Inc. | 39,200 | $5.97M | 0.26% | 00.0% | Unchanged |
| Crestwood Capital Management, L.P. | 39,472 | $6.01M | 2.69% | −10,767−21.4% | Reduced |
| Kestra Advisory Services, LLC | 39,923 | $6.08M | 0.06% | +1,093+2.8% | Added |