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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 5,199 | $792.0K | 0.08% | −877−14.4% | Reduced |
| Alpine Global Management, LLC | 5,184 | $790.0K | 0.12% | +5,184 | New |
| Segall Bryant & Hamill, LLC | 5,155 | $786.0K | 0.01% | +5,155 | New |
| Motley Fool Asset Management LLC | 5,108 | $778.0K | 0.05% | −31−0.6% | Reduced |
| Busey Wealth Management | 5,048 | $769.0K | 0.03% | −220−4.2% | Reduced |
| First Foundation Advisors | 5,052 | $769.0K | 0.03% | +755+17.6% | Added |
| Independent Financial Group, LLC | 5,025 | $765.4K | 0.06% | +269+5.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,009 | $763.0K | 0.46% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,010 | $763.0K | 0.33% | +2,505+100.0% | Added |
| Ferris Capital, LLC | 5,006 | $762.0K | 0.17% | +10+0.2% | Added |
| Manufacturers Life Insurance Company, The | 4,880 | $756.0K | 0.00% | −664−12.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,962 | $756.0K | 0.05% | +1,107+28.7% | Added |
| Kestra Private Wealth Services, LLC | 4,942 | $753.0K | 0.04% | −27−0.5% | Reduced |
| Parsons Capital Management Inc | 4,941 | $753.0K | 0.05% | −19−0.4% | Reduced |
| Fred Alger Management, LLC | 4,850 | $739.0K | 0.00% | −35,098−87.9% | Reduced |
| Boenning & Scattergood, Inc. | 4,824 | $735.0K | 0.12% | −2,050−29.8% | Reduced |
| Marshall & Sullivan Inc | 4,827 | $735.0K | 0.35% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,797 | $731.0K | 0.00% | −20,049−80.7% | Reduced |
| Legacy Advisors, LLC | 4,767 | $726.0K | 0.27% | +10.0% | Added |
| Bristlecone Advisors, LLC | 4,763 | $725.0K | 0.09% | +739+18.4% | Added |
| Apollon Wealth Management, LLC | 4,690 | $714.0K | 0.06% | +3,743+395.2% | Added |
| NEXT Financial Group, Inc | 4,644 | $707.0K | 0.05% | +1,471+46.4% | Added |
| SeaCrest Wealth Management, LLC | 4,621 | $704.0K | 0.08% | −713−13.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,611 | $702.0K | 0.16% | +4,611 | New |
| Bradley Mark J. | 4,500 | $686.0K | 0.45% | −4,460−49.8% | Reduced |
| Titus Wealth Management | 4,499 | $685.0K | 0.31% | +415+10.2% | Added |
| Monetta Financial Services Inc | 4,500 | $685.0K | 0.53% | +4,500 | New |
| Avestar Capital, LLC | 4,474 | $681.0K | 0.12% | +1,927+75.7% | Added |
| Winton Group Ltd | 4,431 | $675.0K | 0.04% | +3,529+391.2% | Added |
| Green Alpha Advisors, LLC | 4,415 | $672.0K | 0.45% | +187+4.4% | Added |
| FineMark National Bank & Trust | 4,403 | $671.0K | 0.03% | +136+3.2% | Added |
| Grandview Asset Management LLC | 4,353 | $663.0K | 0.27% | +4,353 | New |
| CIBC World Markets Corp | 4,304 | $656.0K | 0.00% | −43,781−91.0% | Reduced |
| Park Avenue Securities LLC | 4,306 | $656.0K | 0.01% | +506+13.3% | Added |
| Ameritas Investment Partners, Inc. | 4,298 | $655.0K | 0.02% | +148+3.6% | Added |
| Fulcrum Asset Management LLP | – | $651.0K | 0.32% | – | – |
| Wrapmanager Inc | 4,253 | $648.0K | 0.16% | +1,039+32.3% | Added |
| Clare Market Investments LLC | 4,249 | $647.2K | 0.18% | −526−11.0% | Reduced |
| Acadian Asset Management LLC | 4,255 | $646.0K | 0.00% | −1,071−20.1% | Reduced |
| Silverhawk Asset Management, LLC | 4,240 | $646.0K | 0.52% | +4,240 | New |
| Siemens Fonds Invest GmbH | 4,153 | $644.0K | 0.04% | +481+13.1% | Added |
| Checchi Capital Advisers, LLC | 4,224 | $643.0K | 0.07% | −101−2.3% | Reduced |
| Paloma Partners Management Co | 4,203 | $640.0K | 0.02% | +4,203 | New |
| Sloy Dahl & Holst, LLC | 2,477 | $638.0K | 0.14% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,180 | $637.0K | 0.13% | −500−10.7% | Reduced |
| Toroso Investments, LLC | 4,178 | $636.0K | 0.02% | −86−2.0% | Reduced |
| Perfromance Wealth Partners, LLC | 4,160 | $634.0K | 0.03% | +4,160 | New |
| Equitable Holdings, Inc. | 4,153 | $633.0K | 0.01% | −2,971−41.7% | Reduced |
| Pendal Group Limited | 4,157 | $633.0K | 0.01% | +1,684+68.1% | Added |
| Aft, Forsyth & Company, Inc. | 4,115 | $627.0K | 0.32% | −1,155−21.9% | Reduced |
| Stegent Equity Advisors, Inc. | 4,107 | $626.0K | 0.51% | +4,107 | New |
| Bridgeway Capital Management, LLC | 4,100 | $624.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,097 | $624.0K | 0.01% | +479+13.2% | Added |
| Compass Financial Advisors LLC | 4,069 | $620.0K | 0.68% | +4,069 | New |
| First Hawaiian Bank | 4,063 | $619.0K | 0.02% | −4,640−53.3% | Reduced |
| Hudson Value Partners, LLC | 4,060 | $618.0K | 0.30% | +50+1.2% | Added |
| Nisa Investment Advisors, LLC | 4,900 | $616.0K | 0.00% | −95,700−95.1% | Reduced |
| Donoghue Forlines LLC | 4,002 | $610.0K | 0.10% | −368−8.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,923 | $598.0K | 0.06% | +2,128+118.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,921 | $597.0K | 0.20% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,900 | $594.0K | 0.04% | +3,900 | New |
| Pathstone Family Office, LLC | 3,863 | $589.0K | 0.01% | −1,688−30.4% | Reduced |
| CPWM, LLC | 2,287 | $589.0K | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 3,831 | $583.0K | 0.24% | −13−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 3,783 | $576.0K | 0.07% | −1,233−24.6% | Reduced |
| Oak Ridge Investments LLC | 3,749 | $571.0K | 0.05% | −281−7.0% | Reduced |
| Berkshire Asset Management LLC | 3,737 | $569.0K | 0.03% | +574+18.1% | Added |
| Elite Wealth Management, Inc. | 3,727 | $568.0K | 0.22% | −271−6.8% | Reduced |
| Harbor Capital Advisors, Inc. | 3,721 | $567.0K | 0.21% | +3,721 | New |
| Wealth Management Associates, Inc. | 3,717 | $566.1K | 0.30% | +884+31.2% | Added |
| Burton Enright Welch | 3,709 | $564.9K | 0.38% | +3,709 | New |
| People's United Financial, Inc. | 3,647 | $555.0K | 0.01% | −1,964−35.0% | Reduced |
| Abbrea Capital, LLC | 3,634 | $553.0K | 0.07% | −345−8.7% | Reduced |
| IVC Wealth Advisors LLC | 3,618 | $551.0K | 0.36% | −7−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 3,593 | $547.0K | 0.04% | +3,593 | New |
| Saturna Capital CORP | 3,565 | $543.0K | 0.01% | +2,665+296.1% | Added |
| Mercer Global Advisors Inc | 3,550 | $541.0K | 0.00% | +633+21.7% | Added |
| O'Shaughnessy Asset Management, LLC | 3,522 | $536.0K | 0.01% | −438−11.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,513 | $535.0K | 0.10% | +70+2.0% | Added |
| Dynamic Advisor Solutions LLC | 3,501 | $533.0K | 0.04% | +61+1.8% | Added |
| Commerce Bank | 3,482 | $531.0K | 0.00% | +29+0.8% | Added |
| Integrated Wealth Concepts LLC | 3,433 | $523.0K | 0.02% | +414+13.7% | Added |
| Tortoise Index Solutions, LLC | 3,411 | $520.0K | 0.11% | +1,204+54.6% | Added |
| Segment Wealth Management, LLC | 3,399 | $518.0K | 0.05% | −2,082−38.0% | Reduced |
| American National Insurance Co | 3,340 | $509.0K | 0.11% | −18,475−84.7% | Reduced |
| Echo Street Capital Management LLC | 3,314 | $505.0K | 0.00% | −3,016−47.6% | Reduced |
| Raymond James Trust N.A. | 3,305 | $503.0K | 0.01% | −410−11.0% | Reduced |
| Vestcor Inc | 3,295 | $502.0K | 0.02% | −565−14.6% | Reduced |
| Altman Advisors, Inc. | 4,277 | $497.0K | 0.30% | −9,206−68.3% | Reduced |
| Brinker Capital Investments, LLC | 3,258 | $496.0K | 0.01% | −942−22.4% | Reduced |
| NewEdge Wealth, LLC | 3,246 | $494.0K | 0.02% | +3,246 | New |
| Wintrust Investments LLC | 3,238 | $493.0K | 0.05% | −217−6.3% | Reduced |
| Nwam LLC | 3,239 | $493.0K | 0.04% | +640+24.6% | Added |
| Sumitomo Life Insurance Co | 3,231 | $492.0K | 0.01% | −107−3.2% | Reduced |
| Wealth Management Partners, LLC | 3,000 | $490.0K | 0.34% | −130−4.2% | Reduced |
| KRS Capital Management, LLC | 3,213 | $489.0K | 0.42% | +3,213 | New |
| Newbridge Financial Services Group, Inc. | 3,207 | $488.0K | 0.23% | +1,313+69.3% | Added |
| Springs Capital (Hong Kong) Ltd | 3,200 | $487.0K | 1.36% | +3,200 | New |
| WoodTrust Financial Corp | 3,176 | $484.0K | 0.10% | +230+7.8% | Added |
| IBM Retirement Fund | 3,173 | $483.0K | 0.06% | −2,227−41.2% | Reduced |