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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.

Institutional holdersQ4 2021: 1,010 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ4 2021: $23.0B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2021.

Institutions holding DOCU in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Parcion Private Wealth LLC48,914$6.38M0.58%+18,352+60.0%Added
Janney Montgomery Scott LLC40,879$6.23M0.02%−20,595−33.5%Reduced
Profund Advisors LLC40,810$6.22M0.20%+3,509+9.4%Added
Arthedge Capital Management, LLC40,700$6.20M2.97%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)39,803$6.18M0.03%−96−0.2%Reduced
Sit Investment Associates Inc40,440$6.16M0.14%+21,400+112.4%Added
Andra AP-fonden40,300$6.14M0.13%−5,800−12.6%Reduced
Kestra Advisory Services, LLC39,923$6.08M0.06%+1,093+2.8%Added
Crestwood Capital Management, L.P.39,472$6.01M2.69%−10,767−21.4%Reduced
Rheos Capital Works Inc.39,200$5.97M0.26%00.0%Unchanged
Credit Agricole S A38,584$5.88M0.20%+18,614+93.2%Added
Teacher Retirement System of Texas38,095$5.80M0.03%−8,668−18.5%Reduced
Cubist Systematic Strategies, LLC38,048$5.79M0.06%−15,354−28.8%Reduced
Westpac Banking Corp37,946$5.78M0.06%+1,337+3.7%Added
Cutler Group LP37,779$5.75M0.40%+36,321+2,491.2%Added
Yale University37,527$5.72M1.08%+37,527New
Toronto Dominion Bank37,133$5.66M0.01%+11,169+43.0%Added
Strategic Advisors LLC36,369$5.54M0.79%+29,936+465.4%Added
PFS Investments Inc.36,230$5.52M0.11%+11,523+46.6%Added
Bridgecreek Investment Management, LLC36,100$5.50M0.75%+1,490+4.3%Added
IMC-Chicago, LLC36,094$5.50M0.22%+7,743+27.3%Added
Freestone Capital Holdings, LLC35,800$5.45M0.23%+3,603+11.2%Added
Connor, Clark & Lunn Investment Management Ltd.35,791$5.45M0.03%−37,996−51.5%Reduced
NN Investment Partners Holdings N.V.35,605$5.42M0.03%+585+1.7%Added
Evergreen Capital Management LLC35,574$5.42M0.22%+32,013+899.0%Added
Utah Retirement Systems35,087$5.34M0.07%+600+1.7%Added
Pinebridge Investments, L.P.34,967$5.33M0.05%+6,024+20.8%Added
Jag Capital Management, LLC34,530$5.26M0.40%−8,388−19.5%Reduced
Trexquant Investment LP34,492$5.25M0.32%+16,328+89.9%Added
Umb Bank N A34,348$5.23M0.07%+3,990+13.1%Added
British Columbia Investment Management Corp34,296$5.22M0.03%−1,697−4.7%Reduced
Covington Capital Management34,275$5.22M0.18%+1,770+5.4%Added
Handelsbanken Fonder AB34,103$5.19M0.03%00.0%Unchanged
Public Employees Retirement Association of Colorado34,075$5.19M0.02%−143−0.4%Reduced
Gulf International Bank (UK) Ltd32,974$5.02M0.07%−6,449−16.4%Reduced
O'Shares Investment Advisers, LLC32,755$4.99M0.36%+7,677+30.6%Added
Glenmede Trust Co NA32,718$4.98M0.02%+31,913+3,964.3%Added
Patten & Patten Inc32,683$4.98M0.34%−84−0.3%Reduced
Smith Group Asset Management, LLC32,500$4.95M0.23%00.0%Unchanged
Advisory Services Network, LLC31,772$4.84M0.14%−1,194−3.6%Reduced
CWM Advisors, LLC31,412$4.78M0.55%+3,421+12.2%Added
Capital International Inc30,837$4.70M0.04%−1,650−5.1%Reduced
CTC LLC30,537$4.65M0.11%+30,537New
CIBC Asset Management Inc30,126$4.59M0.02%+3,924+15.0%Added
Primecap Management Co30,075$4.58M0.00%−600−2.0%Reduced
KBC Group NV30,070$4.58M0.02%−9,433−23.9%Reduced
Lord, Abbett & Co. LLC29,808$4.54M0.01%−414,849−93.3%Reduced
Allspring Global Investments Holdings, LLC28,925$4.41M0.00%+28,925New
TownSquare Capital, LLC28,906$4.40M0.11%+26,562+1,133.2%Added
Hantz Financial Services, Inc.28,836$4.39M0.13%+27,900+2,980.8%Added
Cresset Asset Management, LLC28,560$4.35M0.04%+18,991+198.5%Added
Sumitomo Mitsui Financial Group, Inc.28,382$4.33M0.13%+7,900+38.6%Added
Evolutionary Tree Capital Management, LLC28,287$4.31M2.07%+15,394+119.4%Added
DnB Asset Management AS28,175$4.29M0.03%+1,863+7.1%Added
Financial Counselors Inc27,992$4.26M0.09%+1,863+7.1%Added
Lake Street Advisors Group, LLC27,811$4.24M0.27%+27,811New
Daiwa Securities Group Inc.17,162$4.04M0.02%+2,637+18.2%Added
Oppenheimer Asset Management Inc.26,509$4.04M0.05%+20,770+361.9%Added
Quest Investment Management LLC26,492$4.04M0.34%−26,813−50.3%Reduced
IFM Investors Pty Ltd26,383$4.02M0.07%+83+0.3%Added
Capital International Ltd26,254$4.00M0.20%+420+1.6%Added
Sanders Morris Harris LLC25,596$3.98M0.69%+22,732+793.7%Added
Brighton Jones LLC26,132$3.98M0.19%−568−2.1%Reduced
Meridian Investment Counsel Inc.26,080$3.97M1.32%+1,795+7.4%Added
Principal Financial Group Inc25,651$3.91M0.00%−75,934−74.7%Reduced
D.A. Davidson & Co.25,626$3.90M0.04%+1,542+6.4%Added
Prudential PLC25,527$3.89M0.05%+6,785+36.2%Added
Kayak Investment Partners LLC25,000$3.81M1.54%+25,000New
Asio Capital, LLC24,814$3.78M1.18%+4,680+23.2%Added
CIBC World Markets Inc.24,637$3.75M0.01%−31,165−55.8%Reduced
Natixis Advisors, L.P.24,630$3.75M0.01%−5,773−19.0%Reduced
Truist Financial Corp24,123$3.67M0.01%−8,048−25.0%Reduced
Main Street Research LLC24,043$3.66M0.28%−24,778−50.8%Reduced
American National Bank23,769$3.62M0.71%+6,085+34.4%Added
Aigen Investment Management, LP23,342$3.60M0.22%+20,498+720.7%Added
Van Eck Associates Corp23,582$3.59M0.01%+18,718+384.8%Added
Thomas Story & Son LLC22,974$3.50M1.36%+13,761+149.4%Added
Essex LLC22,388$3.41M0.91%+7,132+46.7%Added
Caas Capital Management LP22,280$3.39M0.31%+22,280New
Pinz Capital Management, LP22,200$3.38M1.30%+22,200New
Standard Life Aberdeen plc22,075$3.36M0.01%+1,541+7.5%Added
Stansberry Asset Management, LLC21,990$3.35M0.63%−1,675−7.1%Reduced
IMA Wealth, Inc.21,966$3.35M0.74%+21,966New
Xponance, Inc.21,959$3.35M0.05%+265+1.2%Added
Northwest & Ethical Investments L.P.21,739$3.31M0.10%+7,039+47.9%Added
Cetera Investment Advisers21,552$3.28M0.05%+1,402+7.0%Added
Prospera Financial Services Inc21,113$3.21M0.14%+5,624+36.3%Added
Clear Creek Financial Management, LLC21,029$3.20M0.48%+21,029New
Ceera Investments, LLC20,761$3.16M1.64%+11,070+114.2%Added
US Bancorp20,474$3.12M0.00%−2,050−9.1%Reduced
AXS Investments LLC20,157$3.07M0.73%+20,157New
Bank of Nova Scotia19,230$2.96M0.00%+17,690+1,148.7%Added
Bedell Frazier Investment Counseling, LLC19,074$2.90M0.71%−5,983−23.9%Reduced
Level Four Advisory Services, LLC19,024$2.90M0.22%+11,367+148.5%Added
Baker Avenue Asset Management, LP18,949$2.89M0.15%+1,405+8.0%Added
Bogart Wealth, LLC18,886$2.88M0.26%+10,040+113.5%Added
Vident Investment Advisory, LLC18,829$2.87M0.07%+5,598+42.3%Added
Parallel Advisors, LLC18,797$2.86M0.11%+1,049+5.9%Added
Ieq Capital, LLC18,731$2.85M0.07%−15,466−45.2%Reduced
JT Stratford LLC18,589$2.83M0.78%+14,647+371.6%Added