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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 18,477 | $2.81M | 0.31% | +1,635+9.7% | Added |
| Simplex Trading, LLC | 18,138 | $2.76M | 0.09% | +18,138 | New |
| Cetera Advisor Networks LLC | 18,103 | $2.76M | 0.03% | +5,024+38.4% | Added |
| Achmea Investment Management B.V. | 18,015 | $2.74M | 0.13% | +8,764+94.7% | Added |
| IndexIQ Advisors LLC | 17,635 | $2.69M | 0.09% | +286+1.6% | Added |
| Amalgamated Bank | 17,090 | $2.60M | 0.02% | +6,020+54.4% | Added |
| Prudential Financial Inc | 8,980 | $2.55M | 0.00% | +38+0.4% | Added |
| Azzad Asset Management Inc | 16,659 | $2.54M | 0.34% | −497−2.9% | Reduced |
| Impax Asset Management Group plc | 16,661 | $2.54M | 0.01% | −62,950−79.1% | Reduced |
| Independent Advisor Alliance | 16,626 | $2.53M | 0.13% | −16,720−50.1% | Reduced |
| Russell Investments Group, Ltd. | 16,495 | $2.52M | 0.00% | −6,855−29.4% | Reduced |
| 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 |
| Twin Lakes Capital Management, LLC | 16,300 | $2.48M | 1.32% | +16,300 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,140 | $2.46M | 0.01% | +6,450+66.6% | Added |
| Shelton Capital Management | 16,083 | $2.45M | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,045 | $2.44M | 0.11% | +523+3.4% | Added |
| State of Tennessee, Treasury Department | 16,032 | $2.44M | 0.01% | +16,032 | New |
| Financial Consulate, Inc | 15,849 | $2.41M | 0.84% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 15,804 | $2.41M | 0.31% | −1,605−9.2% | Reduced |
| Werlinich Asset Management, LLC | 15,802 | $2.41M | 1.75% | +1,012+6.8% | Added |
| Tredje AP-fonden | 15,725 | $2.40M | 0.05% | +1,725+12.3% | Added |
| Ropes Wealth Advisors LLC | 15,257 | $2.32M | 0.41% | +15,257 | New |
| Ambassador Advisors, LLC | 15,196 | $2.31M | 0.44% | −7,135−32.0% | Reduced |
| Flight Deck Capital, LP | 15,101 | $2.30M | 1.08% | +15,101 | New |
| Creative Planning | 15,091 | $2.30M | 0.00% | −3,361−18.2% | Reduced |
| Atlas Principals, LLC | 15,000 | $2.29M | 3.60% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,911 | $2.27M | 0.02% | −123−0.8% | Reduced |
| Financial Advocates Investment Management | 14,905 | $2.27M | 0.16% | −3,451−18.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 14,834 | $2.26M | 0.09% | −2,287−13.4% | Reduced |
| Maryland State Retirement & Pension System | 14,800 | $2.25M | 0.06% | +425+3.0% | Added |
| Elo Mutual Pension Insurance Co | 14,775 | $2.25M | 0.06% | +1,226+9.0% | Added |
| Sigma Investment Counselors Inc | 14,602 | $2.22M | 0.16% | −4,822−24.8% | Reduced |
| Hamilton Lane Advisors LLC | 14,565 | $2.22M | 0.29% | +6,064+71.3% | Added |
| Shell Asset Management Co | 14,297 | $2.18M | 0.04% | +2,006+16.3% | Added |
| Centiva Capital, LP | 14,208 | $2.16M | 0.14% | +9,210+184.3% | Added |
| Watchman Group, Inc. | 14,152 | $2.16M | 1.13% | +945+7.2% | Added |
| Adell Harriman & Carpenter Inc | 14,141 | $2.15M | 0.20% | −6,784−32.4% | Reduced |
| National Asset Management, Inc. | 14,119 | $2.15M | 0.06% | −507−3.5% | Reduced |
| Private Advisor Group, LLC | 14,090 | $2.15M | 0.02% | −1,077−7.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 13,923 | $2.12M | 0.86% | +13,923 | New |
| Stephens Inc | 13,816 | $2.10M | 0.03% | +7,082+105.2% | Added |
| Tudor Investment Corp Et Al | 13,738 | $2.09M | 0.04% | +13,738 | New |
| Tower Research Capital LLC (TRC) | 13,699 | $2.09M | 0.04% | +4,969+56.9% | Added |
| Bennett Selby Investments LP | 13,669 | $2.08M | 1.20% | +1,640+13.6% | Added |
| Canvas Wealth Advisors, LLC | 13,377 | $2.04M | 0.73% | −12,292−47.9% | Reduced |
| Lee Capital Holdings LLC | 13,210 | $2.01M | 1.06% | +13,210 | New |
| Avantax Advisory Services, Inc. | 13,190 | $2.01M | 0.03% | +2,595+24.5% | Added |
| RMB Capital Management, LLC | 13,154 | $2.00M | 0.06% | +2,302+21.2% | Added |
| GAM Holding AG | 10,127 | $1.99M | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,043 | $1.99M | 0.03% | −4,207−24.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,991 | $1.98M | 0.08% | +5,197+66.7% | Added |
| Harbor Investment Advisory, LLC | 12,961 | $1.97M | 0.25% | −2,319−15.2% | Reduced |
| Mutual Advisors, LLC | 12,916 | $1.97M | 0.10% | +10,574+451.5% | Added |
| Banco Santander, S.A. | 12,898 | $1.96M | 0.01% | −3,657−22.1% | Reduced |
| Metropolitan Life Insurance Co | 12,836 | $1.96M | 0.03% | +42+0.3% | Added |
| Acorn Financial Advisory Services Inc | 12,690 | $1.93M | 0.39% | +1,546+13.9% | Added |
| Tocqueville Asset Management L.P. | 12,660 | $1.93M | 0.03% | +11,230+785.3% | Added |
| Bokf, NA | 12,654 | $1.93M | 0.03% | −1,461−10.4% | Reduced |
| Tributary Capital Management, LLC | 12,600 | $1.92M | 0.14% | −200−1.6% | Reduced |
| APG Asset Management N.V. | 14,217 | $1.90M | 0.00% | −26,300−64.9% | Reduced |
| Cetera Advisors LLC | 12,473 | $1.90M | 0.04% | +753+6.4% | Added |
| The PNC Financial Services Group, Inc. | 12,382 | $1.88M | 0.00% | +2,522+25.6% | Added |
| Resonant Capital Advisors, LLC | 12,081 | $1.84M | 0.28% | +216+1.8% | Added |
| Northeast Financial Consultants Inc | 12,070 | $1.84M | 0.11% | +8,732+261.6% | Added |
| Cloverfields Capital Group, LP | 12,029 | $1.83M | 0.57% | +1,444+13.6% | Added |
| Annex Advisory Services, LLC | 12,011 | $1.83M | 0.13% | +8,193+214.6% | Added |
| Harvest Volatility Management LLC | 11,990 | $1.83M | 0.09% | +3,022+33.7% | Added |
| American Portfolios Advisors | 11,966 | $1.82M | 0.06% | +2,909+32.1% | Added |
| Capital International Sarl | 11,964 | $1.82M | 0.09% | +9,376+362.3% | Added |
| Meridian Wealth Management, LLC | 11,918 | $1.81M | 0.19% | −1,219−9.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,707 | $1.78M | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 11,578 | $1.76M | 0.04% | +6,141+112.9% | Added |
| Northeast Investment Management | 11,282 | $1.72M | 0.08% | +1,061+10.4% | Added |
| LMR Partners LLP | 11,258 | $1.72M | 0.02% | +11,258 | New |
| Catalyst Capital Advisors LLC | 11,073 | $1.69M | 0.08% | −514−4.4% | Reduced |
| GWM Advisors LLC | 10,816 | $1.65M | 0.02% | +2,021+23.0% | Added |
| Roberts Wealth Advisors, LLC | 10,446 | $1.64M | 0.59% | +209+2.0% | Added |
| 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 |
| MAI Capital Management | 10,663 | $1.62M | 0.03% | −47−0.4% | Reduced |
| Bouvel Investment Partners, LLC | 10,641 | $1.62M | 0.91% | +160+1.5% | Added |
| Washington Trust Advisors, Inc. | 10,571 | $1.61M | 0.11% | +10,571 | New |
| Aspiriant, LLC | 10,547 | $1.61M | 0.09% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,500 | $1.60M | 0.04% | +400+4.0% | Added |
| Industrial Alliance Investment Management Inc. | 10,215 | $1.56M | 0.04% | +10,215 | New |
| Modus Advisors, LLC | 10,116 | $1.54M | 0.66% | +376+3.9% | Added |
| Jackson Square Capital, LLC | 10,025 | $1.53M | 0.44% | −1,246−11.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 10,000 | $1.52M | 0.36% | +10,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 9,914 | $1.51M | 0.09% | +361+3.8% | Added |
| V Wealth Advisors LLC | 9,866 | $1.50M | 0.22% | +271+2.8% | Added |
| NEIRG Wealth Management, LLC | 9,841 | $1.50M | 0.29% | +9,841 | New |
| Van Hulzen Asset Management, LLC | 9,802 | $1.49M | 0.16% | +3,711+60.9% | Added |
| Keybank National Association | 9,796 | $1.49M | 0.01% | +3,787+63.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,782 | $1.49M | 0.52% | −609−5.9% | Reduced |
| Verition Fund Management LLC | 9,563 | $1.46M | 0.02% | +8,028+523.0% | Added |
| Bollard Group LLC | 9,453 | $1.44M | 0.05% | −24,585−72.2% | Reduced |
| Stokes Family Office, LLC | 9,449 | $1.44M | 0.18% | +30.0% | Added |
| Schroder Investment Management Group | 9,423 | $1.44M | 0.00% | −35,288−78.9% | Reduced |
| Illinois Municipal Retirement Fund | 9,370 | $1.43M | 0.04% | +2,039+27.8% | Added |