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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 1,100 | $167.5K | 0.02% | +1,100 | New |
| Advanced Research Investment Solutions, LLC | 1,025 | $156.0K | 0.06% | +1,025 | New |
| Akkr Management Company, LLC | 1,004 | $153.0K | 0.07% | +1,004 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $152.0K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,000 | $152.0K | 0.01% | +255+34.2% | Added |
| Global Trust Asset Management, LLC | 980 | $149.0K | 0.06% | −2,004−67.2% | Reduced |
| Financial Perspectives, Inc | 944 | $143.8K | 0.07% | −20−2.1% | Reduced |
| Reilly Financial Advisors, LLC | 904 | $138.0K | 0.01% | +19+2.1% | Added |
| GraniteShares Advisors LLC | 898 | $136.0K | 0.06% | +898 | New |
| IFP Advisors, Inc | 852 | $135.0K | 0.00% | −799−48.4% | Reduced |
| Sierra Capital LLC | 875 | $133.0K | 0.02% | +875 | New |
| Penserra Capital Management LLC | 856 | $130.0K | 0.00% | +175+25.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 803 | $125.0K | 0.00% | −100−11.1% | Reduced |
| Rosenberg Matthew Hamilton | 700 | $107.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 684 | $104.0K | 0.02% | +684 | New |
| AdvisorNet Financial, Inc | 676 | $103.0K | 0.01% | +576+576.0% | Added |
| Optimum Investment Advisors | 670 | $102.0K | 0.04% | +670 | New |
| Fifth Third Bancorp | 660 | $101.0K | 0.00% | +2+0.3% | Added |
| Elmwood Wealth Management, Inc. | 660 | $101.0K | 0.05% | +660 | New |
| Ancora Advisors, LLC | 616 | $94.0K | 0.00% | −270−30.5% | Reduced |
| Concord Wealth Partners | 589 | $90.0K | 0.02% | +456+342.9% | Added |
| Larson Financial Group LLC | 575 | $88.0K | 0.01% | +316+122.0% | Added |
| Desjardins Global Asset Management Inc. | 582 | $88.0K | 0.01% | +582 | New |
| CVA Family Office, LLC | 555 | $85.0K | 0.02% | +355+177.5% | Added |
| HHM Wealth Advisors, LLC | 544 | $83.0K | 0.02% | +50+10.1% | Added |
| Snowden Capital Advisors LLC | 544 | $82.0K | 0.00% | −2,598−82.7% | Reduced |
| Cornerstone Advisory, LLC | 527 | $81.0K | 0.01% | +527 | New |
| First Manhattan Co | 525 | $79.0K | 0.00% | −650−55.3% | Reduced |
| Zions Bancorporation, N.A. | 516 | $79.0K | 0.01% | −18−3.4% | Reduced |
| Rise Advisors, LLC | 514 | $78.3K | 0.07% | +514 | New |
| First Horizon Advisors, Inc. | 505 | $77.0K | 0.00% | +158+45.5% | Added |
| Lindbrook Capital, LLC | 499 | $76.0K | 0.01% | +177+55.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 485 | $74.0K | 0.01% | +485 | New |
| Sona Asset Management (US) LLC | 480 | $73.0K | 0.04% | +480 | New |
| Huntington National Bank | 445 | $68.0K | 0.00% | +1+0.2% | Added |
| Brewin Dolphin Ltd | 411 | $63.0K | 0.00% | −284−40.9% | Reduced |
| TD Private Client Wealth LLC | 410 | $62.4K | 0.00% | −8−1.9% | Reduced |
| North Star Investment Management Corp. | 406 | $62.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 400 | $61.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 361 | $55.0K | 0.01% | −267−42.5% | Reduced |
| KB Financial Partners, LLC | 358 | $55.0K | 0.02% | +358 | New |
| Monolith Advisors | 361 | $55.0K | 0.04% | +361 | New |
| Allworth Financial LP | 343 | $52.0K | 0.00% | −67−16.3% | Reduced |
| Stephenson National Bank & Trust | 341 | $52.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 334 | $51.0K | 0.01% | +44+15.2% | Added |
| MUFG Americas Holdings Corp | 327 | $50.0K | 0.00% | +262+403.1% | Added |
| EverSource Wealth Advisors, LLC | 314 | $47.0K | 0.01% | +314 | New |
| Caz Investments LP | 300 | $46.0K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $46.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $46.0K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 299 | $46.0K | 0.02% | +89+42.4% | Added |
| State of Wyoming | 300 | $45.0K | 0.02% | +252+525.0% | Added |
| Total Clarity Wealth Management, Inc. | 287 | $44.0K | 0.02% | −275−48.9% | Reduced |
| Tradewinds Capital Management, LLC | 282 | $43.0K | 0.01% | +90+46.9% | Added |
| Clearstead Advisors, LLC | 280 | $43.0K | 0.00% | +260+1,300.0% | Added |
| TSFG, LLC | 279 | $42.0K | 0.01% | −138−33.1% | Reduced |
| Tortoise Investment Management, LLC | 270 | $41.0K | 0.01% | +90+50.0% | Added |
| Fieldpoint Private Securities, LLC | 262 | $40.0K | 0.01% | +262 | New |
| Covestor Ltd | 259 | $40.0K | 0.06% | +259 | New |
| TCI Wealth Advisors, Inc. | 258 | $39.0K | 0.01% | +22+9.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 258 | $39.0K | 0.03% | +258 | New |
| Compagnie Lombard Odier SCmA | 250 | $38.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $38.0K | 0.02% | +250 | New |
| Adirondack Trust Co | 235 | $36.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 236 | $36.0K | 0.00% | +155+191.4% | Added |
| Zullo Investment Group, Inc. | 233 | $35.0K | 0.02% | +233 | New |
| Versant Capital Management, Inc | 220 | $34.0K | 0.01% | +219+21,900.0% | Added |
| HM Payson & Co | 217 | $33.0K | 0.00% | +110+102.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 211 | $32.0K | 0.01% | +25+13.4% | Added |
| Cedar Wealth Management, LLC | 213 | $32.0K | 0.01% | +213 | New |
| MV Capital Management, Inc. | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $30.0K | 0.06% | +200 | New |
| Retirement Planning Co of New England, Inc. | 199 | $30.0K | 0.01% | +199 | New |
| Tyler-Stone Wealth Management | 194 | $30.0K | 0.02% | +194 | New |
| Capital Analysts, LLC | 190 | $29.0K | 0.00% | −139−42.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 192 | $29.0K | 0.02% | +192 | New |
| FSC Wealth Advisors, LLC | 190 | $29.0K | 0.02% | +190 | New |
| Massmutual Trust Co FSB | 187 | $28.0K | 0.00% | −40−17.6% | Reduced |
| Exane Derivatives | 179 | $27.3K | 0.01% | −790−81.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 175 | $27.0K | 0.00% | +175 | New |
| Arrow Financial Corp | 170 | $26.0K | 0.00% | 00.0% | Unchanged |
| BIT Capital GmbH | 159 | $24.2K | 0.00% | +159 | New |
| Washington Trust Co | 160 | $24.0K | 0.00% | −9,259−98.3% | Reduced |
| Laurel Wealth Advisors LLC | 157 | $24.0K | 0.01% | +100+175.4% | Added |
| Toth Financial Advisory Corp | 150 | $23.0K | 0.00% | −25−14.3% | Reduced |
| Burleson & Company, LLC | 151 | $23.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 153 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 149 | $23.0K | 0.01% | +44+41.9% | Added |
| Harvest Fund Management Co., Ltd | 142 | $22.0K | 0.00% | −1,006−87.6% | Reduced |
| Kings Point Capital Management | 143 | $22.0K | 0.00% | +60+72.3% | Added |
| Activest Wealth Management | 141 | $21.0K | 0.01% | +73+107.4% | Added |
| Ashburton (Jersey) Ltd | 133 | $20.0K | 0.01% | −75−36.1% | Reduced |
| Antonetti Capital Management LLC | 128 | $20.0K | 0.02% | +57+80.3% | Added |
| Confluence Wealth Services, Inc. | 136 | $20.0K | 0.01% | +136 | New |
| Smithfield Trust Co | 128 | $19.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 126 | $19.0K | 0.01% | +101+404.0% | Added |
| Ellis Investment Partners, LLC | 120 | $18.0K | 0.00% | −20−14.3% | Reduced |
| SRS Capital Advisors, Inc. | 118 | $18.0K | 0.00% | +13+12.4% | Added |
| Column Capital Advisors, LLC | 118 | $18.0K | 0.00% | +81+218.9% | Added |
| Brown Brothers Harriman & Co | 116 | $18.0K | 0.00% | +116 | New |