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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Vivid Financial Management, Inc. | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Oakmont Corp | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Azimuth Capital Management LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Biltmore Capital Advisors LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Oder Investment Management, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| West Chester Capital Advisors, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Riversedge Advisors, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Peterson Wealth Management | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Benedict Financial Advisors Inc | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |