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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 9,316 | $1.42M | 0.53% | +9,316 | New |
| 1776 Wealth LLC | 9,259 | $1.41M | 0.76% | +1,300+16.3% | Added |
| WT Wealth Management | 9,252 | $1.41M | 0.52% | +3,354+56.9% | Added |
| E. Ohman J:or Asset Management AB | 9,200 | $1.40M | 0.04% | +800+9.5% | Added |
| Orion Capital Management LLC | 9,140 | $1.39M | 0.79% | +30+0.3% | Added |
| 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 |
| B. Metzler seel. Sohn & Co. AG | 8,915 | $1.38M | 0.02% | +8,915 | New |
| Natixis | 9,041 | $1.38M | 0.00% | −392,225−97.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 9,016 | $1.37M | 0.03% | −3,934−30.4% | Reduced |
| Advisor Resource Council | 9,019 | $1.37M | 0.11% | +4,079+82.6% | Added |
| Benchmark Investment Advisors LLC | 8,962 | $1.36M | 1.13% | +8,962 | New |
| Westwood Holdings Group Inc. | 8,925 | $1.36M | 0.01% | +8,925 | New |
| Wealthcare Advisory Partners LLC | 8,903 | $1.36M | 0.08% | −3,228−26.6% | Reduced |
| M&T Bank Corp | 8,884 | $1.35M | 0.01% | −339−3.7% | Reduced |
| FourThought Financial, LLC | 8,854 | $1.35M | 0.17% | +8,534+2,666.9% | Added |
| Seven Eight Capital, LP | 8,851 | $1.35M | 0.24% | +8,851 | New |
| Vestmark Advisory Solutions, Inc. | 8,806 | $1.34M | 0.08% | +2,205+33.4% | Added |
| Synergy Financial Group, LTD | 8,778 | $1.34M | 1.20% | +8,778 | New |
| FinTrust Capital Advisors, LLC | 8,733 | $1.33M | 0.32% | +42+0.5% | Added |
| Tower View Investment Management & Research LLC | 8,673 | $1.32M | 0.67% | +2,967+52.0% | Added |
| Jefferies Group LLC | 8,479 | $1.29M | 0.02% | +8,479 | New |
| Proequities, Inc. | 8,449 | $1.29M | 0.07% | +435+5.4% | Added |
| Flagship Harbor Advisors, LLC | 8,444 | $1.29M | 0.12% | +1,043+14.1% | Added |
| ING Groep NV | 8,357 | $1.27M | 0.01% | +4,928+143.7% | Added |
| Resolute Partners Group | 8,332 | $1.27M | 0.04% | +150+1.8% | Added |
| Engineers Gate Manager LP | 8,293 | $1.26M | 0.06% | −1,253−13.1% | Reduced |
| Banque Cantonale Vaudoise | 8,221 | $1.25M | 0.05% | +2,640+47.3% | Added |
| Lido Advisors, LLC | 8,198 | $1.25M | 0.02% | +617+8.1% | Added |
| Paradiem, LLC | 9,876 | $1.24M | 0.40% | +2,289+30.2% | Added |
| Artemis Investment Management LLP | 8,163 | $1.24M | 0.01% | +1,548+23.4% | Added |
| Ocean Capital Management, LLC | 8,148 | $1.24M | 0.47% | −112−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,110 | $1.24M | 0.25% | +3,010+59.0% | Added |
| Teamwork Financial Advisors, LLC | 7,950 | $1.21M | 0.22% | −2,841−26.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 7,940 | $1.21M | 0.10% | +7,940 | New |
| Orion Portfolio Solutions, LLC | 7,823 | $1.19M | 0.04% | +6,428+460.8% | Added |
| Assetmark, Inc | 7,816 | $1.19M | 0.00% | +7,236+1,247.6% | Added |
| Peapack Gladstone Financial Corp | 7,765 | $1.18M | 0.02% | −174−2.2% | Reduced |
| Lattice Capital Management, LLC | 7,760 | $1.18M | 1.22% | +7,760 | New |
| Carnegie Capital Asset Management, LLC | 7,672 | $1.17M | 0.04% | +673+9.6% | Added |
| Advisors Asset Management, Inc. | 7,504 | $1.14M | 0.02% | −4,617−38.1% | Reduced |
| FNY Investment Advisers, LLC | 7,500 | $1.14M | 0.62% | +7,249+2,888.0% | Added |
| Fishman Jay A Ltd | 7,355 | $1.12M | 0.12% | −8,860−54.6% | Reduced |
| Kovack Advisors, Inc. | 7,302 | $1.11M | 0.11% | +52+0.7% | Added |
| Redmond Asset Management, LLC | 7,171 | $1.09M | 0.31% | +7,171 | New |
| Stratos Wealth Partners, LTD. | 7,130 | $1.09M | 0.02% | +897+14.4% | Added |
| Intersect Capital LLC | 7,080 | $1.08M | 0.20% | −1,185−14.3% | Reduced |
| Blackhawk Capital Partners LLC. | 7,056 | $1.07M | 0.65% | +7,056 | New |
| Meiji Yasuda Life Insurance Co | 6,929 | $1.05M | 0.02% | −78−1.1% | Reduced |
| Covenant Asset Management, LLC | 6,847 | $1.04M | 0.28% | −11,885−63.4% | Reduced |
| Sciencast Management LP | 7,007 | $1.04M | 0.18% | +7,007 | New |
| CWM, LLC | 6,804 | $1.04M | 0.01% | +6,804 | New |
| Quantamental Technologies LLC | 6,658 | $1.01M | 0.51% | +4,143+164.7% | Added |
| Western Wealth Management, LLC | 6,614 | $1.01M | 0.10% | +6,614 | New |
| B. Riley Wealth Management, Inc. | 6,608 | $1.01M | 0.07% | +1,250+23.3% | Added |
| Comprehensive Financial Management LLC | 6,593 | $1.00M | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 6,560 | $999.0K | 0.01% | −194−2.9% | Reduced |
| Equitable Trust Co | 6,459 | $984.0K | 0.06% | +6,459 | New |
| Hollencrest Capital Management | 6,408 | $976.0K | 0.08% | +5,344+502.3% | Added |
| Boulder Hill Capital Management LP | 6,300 | $960.0K | 0.93% | +6,300 | New |
| Icon Wealth Partners, LLC | 6,195 | $944.0K | 0.09% | +4,911+382.5% | Added |
| Valeo Financial Advisors, LLC | 6,177 | $941.0K | 0.05% | +2,033+49.1% | Added |
| XR Securities LLC | 6,174 | $940.0K | 0.11% | −1,111−15.3% | Reduced |
| Castleview Partners, LLC | 142,866 | $938.0K | 0.01% | +142,866 | New |
| Highland Capital Management, LLC | 6,151 | $937.0K | 0.05% | −91−1.5% | Reduced |
| Cornerstone Wealth Management, LLC | 5,960 | $922.0K | 0.09% | +3,187+114.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,030 | $918.0K | 0.04% | −547−8.3% | Reduced |
| Souders Financial Advisors | 6,014 | $916.0K | 0.26% | +2,355+64.4% | Added |
| Moody National Bank Trust Division | 6,001 | $914.0K | 0.03% | −18,475−75.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 6,005 | $914.0K | 0.38% | +6,005 | New |
| Cerity Partners LLC | 5,993 | $913.0K | 0.01% | −1,673−21.8% | Reduced |
| IHT Wealth Management, LLC | 5,982 | $911.0K | 0.07% | +1,366+29.6% | Added |
| Potrero Capital Research LLC | 5,975 | $910.0K | 0.27% | 00.0% | Unchanged |
| Algert Global LLC | 5,912 | $900.0K | 0.11% | +34+0.6% | Added |
| Pacer Advisors, Inc. | 5,881 | $896.0K | 0.01% | −966−14.1% | Reduced |
| Doheny Asset Management | 5,774 | $879.0K | 0.62% | −357−5.8% | Reduced |
| AlphaCrest Capital Management LLC | 5,769 | $879.0K | 0.03% | −92−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 5,764 | $878.0K | 0.02% | +3,087+115.3% | Added |
| Arden Trust Co | 5,748 | $876.0K | 0.15% | +1,429+33.1% | Added |
| Ameritas Advisory Services, LLC | 5,738 | $874.0K | 0.03% | +5,738 | New |
| Laurel Wealth Advisors, Inc. | 5,723 | $871.0K | 0.07% | +5,723 | New |
| Purus Wealth Management, LLC | 5,698 | $868.0K | 0.54% | +33+0.6% | Added |
| Wetherby Asset Management Inc | 5,629 | $857.0K | 0.05% | −852−13.1% | Reduced |
| Moseley Investment Management Inc | 5,618 | $856.0K | 0.39% | +1,473+35.5% | Added |
| United Capital Financial Advisers, LLC | 5,593 | $852.0K | 0.00% | −13,373−70.5% | Reduced |
| Manchester Financial Inc | 5,583 | $850.0K | 0.30% | +422+8.2% | Added |
| Ethic Inc. | 5,573 | $849.0K | 0.07% | +918+19.7% | Added |
| Gables Capital Management Inc. | 5,552 | $846.0K | 0.50% | +5,052+1,010.4% | Added |
| KLK Capital Management LLC | 5,540 | $844.0K | 0.80% | +1,490+36.8% | Added |
| Brandywine Managers, LLC | 5,511 | $839.0K | 0.95% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 5,500 | $838.0K | 0.30% | −75−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,500 | $838.0K | 0.04% | +278+5.3% | Added |
| Redpoint Investment Management Pty Ltd | 5,502 | $838.0K | 0.07% | +393+7.7% | Added |
| Sigma Planning Corp | 5,468 | $833.0K | 0.02% | −10,532−65.8% | Reduced |
| Central Trust Co | 5,458 | $831.0K | 0.02% | +90+1.7% | Added |
| Silvant Capital Management LLC | 5,446 | $830.0K | 0.14% | −239−4.2% | Reduced |
| Aspen Investment Management Inc | 5,441 | $829.0K | 0.41% | −229−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,390 | $820.8K | 0.01% | +1,617+42.9% | Added |
| Two Sigma Securities, LLC | 5,304 | $808.0K | 0.16% | +5,304 | New |
| Centaurus Financial, Inc. | 5,296 | $807.0K | 0.06% | +2,390+82.2% | Added |