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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 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.

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
Regatta Capital Group, LLC3,158$481.0K0.17%+3,158New
Paragon Advisors, LLC3,089$470.0K0.23%−3,016−49.4%Reduced
Polar Asset Management Partners Inc.3,088$470.0K0.01%−1,252−28.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund3,078$469.0K0.00%+1,954+173.8%Added
Chapman Investment Management, LLC3,070$468.0K0.21%00.0%Unchanged
Personal Cfo Solutions, LLC3,074$468.0K0.09%+1,364+79.8%Added
Perigon Wealth Management, LLC3,063$467.0K0.03%+790+34.8%Added
9258 Wealth Management, LLC3,024$461.0K0.11%+33+1.1%Added
Octavia Wealth Advisors, LLC3,030$461.0K0.10%+878+40.8%Added
Means Investment Co., Inc.3,022$460.0K0.08%−444−12.8%Reduced
Quent Capital, LLC3,010$458.0K0.10%+3,010New
Cubic Asset Management, LLC3,000$457.0K0.10%00.0%Unchanged
Requisite Capital Management, LLC3,003$457.0K0.14%+3,003New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,973$453.0K0.02%+733+32.7%Added
Loomis Sayles & Co L P2,960$451.0K0.00%+2,368+400.0%Added
Vista Wealth Management Group, LLC2,950$449.0K0.07%−30−1.0%Reduced
Brown Miller Wealth Management, LLC2,920$444.0K0.25%+690+30.9%Added
Essex Financial Services, Inc.2,897$441.0K0.04%+1,735+149.3%Added
Chicago Trust Co NA2,877$439.0K0.09%+210+7.9%Added
PFG Advisors2,854$435.0K0.04%−470−14.1%Reduced
Carmel Capital Partners, LLC2,845$433.0K0.32%+2,845New
Symmetry Partners, LLC2,838$432.0K0.03%00.0%Unchanged
Precision Wealth Strategies, LLC2,825$430.0K0.31%+1,272+81.9%Added
Capstone Investment Advisors, LLC2,820$430.0K0.01%+1,799+176.2%Added
Allstate Corp2,801$427.0K0.01%−354−11.2%Reduced
Pensionfund DSM Netherlands2,800$426.0K0.05%00.0%Unchanged
CQS (US), LLC2,797$426.0K0.03%+2,797New
Steel Peak Wealth Management LLC2,789$425.0K0.03%−1,946−41.1%Reduced
B & T Capital Management DBA Alpha Capital Management2,787$424.0K0.09%−768−21.6%Reduced
CAPROCK Group, Inc.2,783$424.0K0.03%+775+38.6%Added
Bluestein R H & Co2,755$420.0K0.02%+5+0.2%Added
GPS Wealth Strategies Group, LLC2,753$419.0K0.09%−10,734−79.6%Reduced
Schechter Investment Advisors, LLC2,727$416.0K0.04%+2,727New
Yousif Capital Management, LLC2,704$412.0K0.00%+2,704New
Astrantus Ltd2,700$411.0K0.31%+2,700New
Proficio Capital Partners LLC2,689$410.0K0.06%+2,689New
Coastal Investment Advisors, Inc.2,676$408.0K0.09%+473+21.5%Added
Granite Bay Wealth Management, LLC2,682$408.0K0.40%+2,682New
Gleason Group, Inc.2,674$407.0K0.13%+1,367+104.6%Added
Foundations Investment Advisors, LLC2,891$403.0K0.02%+1,184+69.4%Added
American National Registered Investment Advisor, Inc.2,641$402.0K0.13%00.0%Unchanged
Orrstown Financial Services Inc2,885$402.0K0.61%+2,885New
Nations Financial Group Inc,2,635$401.0K0.05%+1,448+122.0%Added
Meritage Portfolio Management2,625$400.0K0.02%00.0%Unchanged
CNB Bank2,608$398.0K0.22%+238+10.0%Added
HBK Sorce Advisory LLC2,603$396.0K0.02%+103+4.1%Added
GFG Capital, LLC2,597$396.0K0.12%+2,597New
Comerica Securities,inc.2,575$392.0K0.03%+2,575New
Yarbrough Capital, LLC2,557$389.0K0.02%+2,557New
Conway Capital Management, Inc.2,544$387.5K0.23%−1,675−39.7%Reduced
Belpointe Asset Management LLC2,520$384.0K0.02%−444−15.0%Reduced
Glen Eagle Advisors, LLC2,515$383.1K0.10%−88−3.4%Reduced
Malaga Cove Capital, LLC2,505$382.0K0.15%+55+2.2%Added
AXA S.A.2,492$379.0K0.00%−4,808−65.9%Reduced
Intellectus Partners, LLC2,489$379.0K0.10%+1,439+137.0%Added
Asset Management Corp2,485$378.0K0.22%+2,485New
Harel Insurance Investments & Financial Services Ltd.2,426$376.0K0.01%−194−7.4%Reduced
360 Financial, Inc.2,470$376.0K0.17%00.0%Unchanged
Truvestments Capital LLC2,456$374.0K0.19%+326+15.3%Added
Pinnacle Associates Ltd2,456$374.0K0.01%+2,456New
We Are One Seven, LLC2,446$373.0K0.04%+2,446New
Point72 Hong Kong Ltd2,429$370.0K0.03%−11,622−82.7%Reduced
KCM Investment Advisors LLC2,421$369.0K0.01%+92+4.0%Added
Guerra Pan Advisors, LLC2,421$369.0K0.37%+2,421New
NorthRock Partners, LLC2,392$364.0K0.03%+673+39.2%Added
Westover Capital Advisors, LLC2,375$362.0K0.11%−229−8.8%Reduced
Manteio Capital LLC2,374$362.0K0.47%+2,374New
Canandaigua National Corp2,354$359.0K0.05%+2,354New
Herbst Group, LLC2,360$359.0K0.22%+2,360New
Lincoln National Corp2,348$358.0K0.01%+67+2.9%Added
Wealth Architects, LLC2,306$351.0K0.06%+1,051+83.7%Added
Integrated Advisors Network LLC2,294$349.0K0.02%−2,459−51.7%Reduced
Seaport Global Advisors, LLC2,290$349.0K0.48%+2,290New
Independent Solutions Wealth Management, LLC2,284$347.9K0.08%+2,284New
Whittier Trust Co of Nevada Inc2,273$346.0K0.01%+139+6.5%Added
Clarius Group, LLC2,265$345.0K0.03%−271−10.7%Reduced
Geneos Wealth Management Inc.2,271$345.0K0.01%+273+13.7%Added
Vienna Asset Management LLC2,268$345.0K0.31%+2,268New
Claraphi Advisory Network, LLC2,236$341.0K0.12%−1,536−40.7%Reduced
Advisory Resource Group2,675$336.0K0.11%+410+18.1%Added
Evoke Wealth, LLC2,208$336.0K0.01%+310+16.3%Added
Seeyond2,211$336.0K0.03%+1,147+107.8%Added
DMG Group, LLC3,029$335.0K0.29%+3,029New
Harbour Capital Advisors, LLC2,178$332.0K0.08%00.0%Unchanged
Moors & Cabot, Inc.2,178$332.0K0.02%+2,178New
Stonegate Investment Group, LLC2,173$331.0K0.01%+2,173New
Emerald Advisers, LLC2,164$330.0K0.01%−7,936−78.6%Reduced
Gladstone Institutional Advisory LLC2,168$330.0K0.03%−5,300−71.0%Reduced
Focus Financial Network, Inc.2,166$329.9K0.05%−195−8.3%Reduced
Financial Partners Group, Inc2,614$329.0K0.07%−26−1.0%Reduced
Tokio Marine Asset Management Co Ltd2,161$329.0K0.03%+168+8.4%Added
Am Investment Strategies LLC2,155$328.0K0.08%−658−23.4%Reduced
Barings LLC2,147$327.0K0.01%−570−21.0%Reduced
Visionary Wealth Advisors2,132$325.0K0.03%+1,225+135.1%Added
Brookfield Asset Management Inc.2,136$325.0K0.00%+2,136New
Gerber Kawasaki Wealth & Investment Management2,128$324.0K0.03%−857−28.7%Reduced
Archford Capital Strategies, LLC2,125$324.0K0.07%+2,125New
O'Rourke & Company, Inc2,105$321.0K0.21%+2,105New
Aj Wealth Strategies, LLC2,083$317.0K0.02%00.0%Unchanged
Fiduciary Trust Co2,070$315.0K0.01%−710−25.5%Reduced