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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 2,066 | $315.0K | 0.11% | +639+44.8% | Added |
| Awm Capital, LLC | 2,000 | $305.0K | 0.23% | 00.0% | Unchanged |
| Formula Growth Ltd | 2,000 | $305.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,992 | $303.0K | 0.01% | −873−30.5% | Reduced |
| Congress Wealth Management LLC | 1,982 | $302.0K | 0.01% | +1,982 | New |
| Wealthfront Advisers LLC | 1,955 | $298.0K | 0.00% | −2,048−51.2% | Reduced |
| Capital Asset Advisory Services LLC | 1,959 | $298.0K | 0.03% | −109−5.3% | Reduced |
| Vanguard Capital Wealth Advisors | 1,950 | $297.0K | 0.21% | +1,950 | New |
| Fukoku Mutual Life Insurance Co | 1,940 | $295.0K | 0.02% | +240+14.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,905 | $290.0K | 0.00% | +603+46.3% | Added |
| Marietta Investment Partners LLC | 1,895 | $289.0K | 0.06% | −3,746−66.4% | Reduced |
| WealthShield Partners, LLC | 1,893 | $288.0K | 0.05% | +1,893 | New |
| CoreCap Advisors, LLC | 1,887 | $287.0K | 0.02% | +1,887 | New |
| Tennessee Valley Asset Management Partners | 1,875 | $286.0K | 0.10% | −256−12.0% | Reduced |
| Claro Advisors LLC | 1,872 | $285.0K | 0.10% | +1,872 | New |
| Cable Hill Partners, LLC | 1,863 | $284.0K | 0.06% | +49+2.7% | Added |
| Rehmann Capital Advisory Group | 1,862 | $283.6K | 0.03% | −395−17.5% | Reduced |
| Manchester Capital Management LLC | 1,850 | $282.0K | 0.04% | −100−5.1% | Reduced |
| Golden Green, Inc. | 1,846 | $281.0K | 0.23% | −446−19.5% | Reduced |
| Diversified Trust Co | 1,842 | $281.0K | 0.01% | +228+14.1% | Added |
| Parkwood LLC | 1,829 | $279.0K | 0.05% | −13,401−88.0% | Reduced |
| Miracle Mile Advisors, LLC | 1,834 | $279.0K | 0.01% | +275+17.6% | Added |
| Reuter James Wealth Management, LLC | 1,832 | $279.0K | 0.11% | +1,832 | New |
| Bard Financial Services, Inc. | 1,825 | $278.0K | 0.02% | −275−13.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,825 | $278.0K | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,820 | $277.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,815 | $277.0K | 0.18% | +382+26.7% | Added |
| Arvest Trust Co N A | 1,817 | $277.0K | 0.01% | +1,817 | New |
| Benjamin Edwards Inc | 1,817 | $277.0K | 0.09% | +1,817 | New |
| Circle Wealth Management, LLC | 1,820 | $277.0K | 0.04% | +1,820 | New |
| BlueCrest Capital Management Ltd | 1,820 | $277.0K | 0.02% | +1,820 | New |
| LifePro Asset Management | 1,818 | $277.0K | 0.08% | +1,818 | New |
| IPG Investment Advisors LLC | 1,805 | $275.0K | 0.05% | +1,805 | New |
| Koshinski Asset Management, Inc. | 1,791 | $272.8K | 0.02% | +483+36.9% | Added |
| Thoroughbred Financial Services, LLC | 1,764 | $268.0K | 0.06% | −3,456−66.2% | Reduced |
| Harbour Investments, Inc. | 1,759 | $268.0K | 0.02% | −1,959−52.7% | Reduced |
| SPC Financial, Inc. | 1,750 | $267.0K | 0.03% | −2,759−61.2% | Reduced |
| JustInvest LLC | 1,745 | $266.0K | 0.02% | −1,560−47.2% | Reduced |
| MBB Public Markets I LLC | 1,745 | $266.0K | 0.01% | +1,745 | New |
| Garner Asset Management Corp | 1,735 | $264.0K | 0.11% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,721 | $262.0K | 0.05% | −324−15.8% | Reduced |
| Lake Street Financial LLC | 1,711 | $261.0K | 0.05% | +1,711 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $259.0K | 0.02% | −1,000−37.0% | Reduced |
| First Citizens Bank & Trust Co | 1,698 | $259.0K | 0.01% | +166+10.8% | Added |
| Crestwood Advisors Group LLC | 1,692 | $258.0K | 0.01% | −991−36.9% | Reduced |
| Sovereign Financial Group, Inc. | 1,684 | $256.0K | 0.10% | −2,208−56.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,677 | $255.0K | 0.04% | +1,677 | New |
| Delphia (USA) Inc. | 1,675 | $255.0K | 0.27% | +1,675 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,665 | $254.0K | 0.04% | −418−20.1% | Reduced |
| Eqis Capital Management, Inc. | 1,664 | $253.0K | 0.02% | −30−1.8% | Reduced |
| WMG Financial Advisors, LLC | 1,663 | $253.0K | 0.20% | +1,663 | New |
| Mountain Capital Investment Advisors, Inc | 1,765 | $251.0K | 0.11% | +1,765 | New |
| Norinchukin Bank, The | 1,633 | $249.0K | 0.00% | −993−37.8% | Reduced |
| Paradigm Financial Partners, LLC | 1,637 | $249.0K | 0.05% | −21−1.3% | Reduced |
| Hudock, Inc. | 1,639 | $249.0K | 0.07% | −50−3.0% | Reduced |
| Kapitalo Investimentos Ltda | 1,622 | $247.0K | 0.29% | −4,303−72.6% | Reduced |
| Wade G W & Inc | 1,621 | $247.0K | 0.01% | +18+1.1% | Added |
| Almanack Investment Partners, LLC. | 1,618 | $246.0K | 0.02% | +1,618 | New |
| Harvey Capital Management Inc | 1,600 | $243.0K | 0.08% | +85+5.6% | Added |
| Private Portfolio Partners LLC | 1,586 | $241.6K | 0.06% | −58−3.5% | Reduced |
| Patron Partners Advisors, LLC | 1,580 | $241.0K | 0.16% | −70−4.2% | Reduced |
| SevenOneSeven Capital Management | 1,573 | $240.0K | 0.47% | +117+8.0% | Added |
| Kingsview Wealth Management, LLC | 1,572 | $239.0K | 0.01% | +361+29.8% | Added |
| Bradley Foster & Sargent Inc | 1,560 | $238.0K | 0.00% | +335+27.3% | Added |
| Wealth Alliance | 1,544 | $236.0K | 0.05% | +467+43.4% | Added |
| Wulff, Hansen & Co. | 1,540 | $235.0K | 0.20% | +1,540 | New |
| Washburn Capital Management, Inc. | 1,530 | $233.0K | 0.14% | −1,010−39.8% | Reduced |
| Northstar Asset Management LLC | 1,500 | $228.0K | 0.05% | +25+1.7% | Added |
| Congress Park Capital LLC | 1,465 | $223.0K | 0.11% | −4,141−73.9% | Reduced |
| Cornerstone Capital, Inc. | 1,462 | $223.0K | 0.02% | −3,715−71.8% | Reduced |
| Montag A & Associates Inc | 1,462 | $223.0K | 0.01% | +36+2.5% | Added |
| One Capital Management, LLC | 1,466 | $223.0K | 0.02% | +56+4.0% | Added |
| Castleark Management LLC | 1,450 | $221.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,450 | $221.0K | 0.15% | +490+51.0% | Added |
| Beacon Pointe Advisors, LLC | 1,449 | $221.0K | 0.01% | +666+85.1% | Added |
| Cigna Investments Inc | 1,423 | $216.0K | 0.02% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 1,416 | $216.0K | 0.07% | +1,416 | New |
| True North Advisors, LLC | 1,416 | $215.0K | 0.04% | +1,416 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,404 | $213.0K | 0.12% | +204+17.0% | Added |
| Ellevest, Inc. | 1,385 | $211.0K | 0.02% | −252−15.4% | Reduced |
| Moloney Securities Asset Management, LLC | 1,383 | $211.0K | 0.04% | +1,383 | New |
| StoneX Group Inc. | 1,381 | $210.3K | 0.02% | +286+26.1% | Added |
| Element Pointe Advisors, LLC | 1,379 | $210.0K | 0.06% | −2,371−63.2% | Reduced |
| Coldstream Capital Management Inc | 1,375 | $209.0K | 0.01% | +48+3.6% | Added |
| Connectus Wealth, LLC | 1,365 | $208.0K | 0.01% | +1,365 | New |
| Corient Capital Partners, LLC | 1,348 | $206.0K | 0.01% | −2,931−68.5% | Reduced |
| Engine No. 1 LLC | 1,349 | $205.0K | 0.04% | −61,360−97.8% | Reduced |
| Quantum Private Wealth, LLC | 1,347 | $205.0K | 0.08% | +1,347 | New |
| Camden Capital, LLC | 1,339 | $204.0K | 0.04% | +520+63.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,331 | $203.0K | 0.10% | +1,331 | New |
| Holderness Investments Co | 1,324 | $202.0K | 0.06% | +55+4.3% | Added |
| Griffin Asset Management, Inc. | 1,318 | $201.0K | 0.02% | −379−22.3% | Reduced |
| Cambridge Trust Co | 1,300 | $198.0K | 0.01% | +1,300 | New |
| Agf Investments Inc. | 1,293 | $197.0K | 0.00% | +1,293 | New |
| NuWave Investment Management, LLC | 1,245 | $190.0K | 0.22% | −156−11.1% | Reduced |
| PSI Advisors, LLC | 1,217 | $185.0K | 0.08% | −24−1.9% | Reduced |
| AIA Group Ltd | 1,174 | $179.0K | 0.01% | +1,174 | New |
| TD Waterhouse Canada Inc. | 1,125 | $176.1K | 0.00% | +1,125 | New |
| Trustcore Financial Services, LLC | 1,112 | $169.0K | 0.02% | −1,000−47.3% | Reduced |
| Paradigm Asset Management Co LLC | 1,100 | $167.5K | 0.04% | −200−15.4% | Reduced |