DocuSign, Inc.

DOCU

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001261333

SEC filings (opens in a new tab)

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, Q1 2022

Institutional positions in DocuSign, Inc. as of Mar 31, 2022. 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: 936; −68 vs. Q4 2021
Shares held: 154.2M; +3.42M (+2.3%) vs. Q4 2021
Total value: $16.5B; −$6.46B (−28.2%) vs. Q4 2021
New holders: 137; 392 more added
Sold out: 205; 290 more reduced

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 936 institutions

Value heldQ1 2022: $16.5B

Institutions holding DOCU and their total value by quarter
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, Q1 2022

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2021.

Institutions holding DOCU in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
FNY Investment Advisers, LLC	5	$0	0.00%	−7,495−99.9%	Reduced
Private Ocean, LLC	4	$0	0.00%	−100−96.2%	Reduced
Focused Wealth Management, Inc	3	$0	0.00%	00.0%	Unchanged
Horan Securities, Inc.	3	$0	0.00%	+1+50.0%	Added
Investors Research Corp	3	$0	0.00%	00.0%	Unchanged
Graves-Light Private Wealth Management, Inc.	1	$0	0.00%	00.0%	Unchanged
Goodwin Investment Advisory	1	$0	0.00%	00.0%	Unchanged
Maplelane Capital, LLC	1	$0	0.00%	+1	New
Blume Capital Management, Inc.	2	$0	0.00%	+2	New
AllSquare Wealth Management LLC	4	$0	0.00%	+4	New
Disciplined Investments, LLC	2	$0	0.00%	+2	New
Cordant, Inc.	1	$0	0.00%	+1	New
McClarren Financial Advisors, Inc.	2	$0	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	4	$428	0.00%	00.0%	Unchanged
Tarbox Family Office, Inc.	10	$1.00K	0.00%	−9−47.4%	Reduced
Berkshire Capital Holdings Inc	10	$1.00K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Howe & Rusling Inc	5	$1.00K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	6	$1.00K	0.00%	00.0%	Unchanged
Advocacy Wealth Management Services, LLC	5	$1.00K	0.00%	00.0%	Unchanged
First Bank & Trust	6	$1.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	5	$1.00K	0.00%	00.0%	Unchanged
Key Financial Inc	7	$1.00K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	5	$1.00K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Itau Unibanco Holding S.A.	6	$1.00K	0.00%	+6	New
Marquette Asset Management, LLC	5	$1.00K	0.00%	+5	New
Moisand Fitzgerald Tamayo, LLC	11	$1.00K	0.00%	+11	New
Future Financial Wealth Managment LLC	5	$1.00K	0.00%	+5	New
Elequin Capital LP	7	$1.00K	0.00%	+7	New
Beacon Capital Management, LLC	10	$1.00K	0.00%	+10	New
Rockbridge Investment Management, LCC	10	$1.09K	0.00%	−20−66.7%	Reduced
Sutton Wealth Advisors Inc.	12	$1.28K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	18	$2.00K	0.00%	−487−96.4%	Reduced
Arlington Partners LLC	17	$2.00K	0.00%	−22−56.4%	Reduced
Ci Investments Inc.	23	$2.00K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	20	$2.00K	0.00%	00.0%	Unchanged
Econ Financial Services Corp	17	$2.00K	0.00%	00.0%	Unchanged
Fortis Advisors, LLC	17	$2.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	20	$2.00K	0.00%	00.0%	Unchanged
TCTC Holdings, LLC	20	$2.00K	0.00%	+20	New
Heritage Wealth Management, LLC	20	$2.00K	0.00%	+20	New
Oliver Lagore Vanvalin Investment Group	15	$2.00K	0.00%	+15	New
Estabrook Capital Management	26	$2.79K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	27	$2.89K	0.00%	00.0%	Unchanged
Assetmark, Inc	28	$3.00K	0.00%	−7,788−99.6%	Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP	30	$3.00K	0.00%	−27−47.4%	Reduced
NVWM, LLC	30	$3.00K	0.00%	−30−50.0%	Reduced
Mizuho Securities Co. Ltd.	29	$3.00K	0.00%	+2+7.4%	Added
Carmichael Hill & Associates, Inc.	25	$3.00K	0.00%	00.0%	Unchanged
Moser Wealth Advisors, LLC	26	$3.00K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	25	$3.00K	0.00%	+15+150.0%	Added
Raleigh Capital Management Inc.	29	$3.00K	0.00%	+29	New
Kistler-Tiffany Companies, LLC	39	$4.00K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	35	$4.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	34	$4.00K	0.00%	00.0%	Unchanged
Core Alternative Capital	34	$4.00K	0.00%	+28+466.7%	Added
Avondale Wealth Management	39	$4.00K	0.00%	+39	New
Capital Analysts, LLC	50	$5.00K	0.00%	−140−73.7%	Reduced
Costello Asset Management, INC	50	$5.00K	0.00%	00.0%	Unchanged
Dixon Hughes Goodman Wealth Advisors LLC	50	$5.00K	0.00%	00.0%	Unchanged
Gibson Wealth Advisors LLC	50	$5.00K	0.01%	00.0%	Unchanged
Globeflex Capital L P	45	$5.00K	0.00%	00.0%	Unchanged
JCIC Asset Management Inc.	43	$5.00K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	47	$5.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	45	$5.00K	0.00%	00.0%	Unchanged
Zullo Investment Group, Inc.	56	$6.00K	0.00%	−177−76.0%	Reduced
Lenox Wealth Advisors, LLC	59	$6.00K	0.00%	+49+490.0%	Added
Joseph P. Lucia & Associates, LLC	55	$6.00K	0.00%	+55	New
Lloyd Advisory Services, LLC.	60	$6.00K	0.00%	+60	New
MUFG Americas Holdings Corp	67	$7.00K	0.00%	−260−79.5%	Reduced
Sandy Spring Bank	65	$7.00K	0.00%	00.0%	Unchanged
TFC Financial Management	68	$7.00K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	69	$7.00K	0.00%	+5+7.8%	Added
Sandy Cove Advisors, LLC	62	$7.00K	0.01%	00.0%	Unchanged
Baystate Wealth Management LLC	76	$8.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	74	$8.00K	0.01%	00.0%	Unchanged
Delos Wealth Advisors, LLC	72	$8.00K	0.01%	00.0%	Unchanged
Strategic Asset Management, LLC	87	$9.00K	0.01%	00.0%	Unchanged
Logan Capital Management Inc	80	$9.00K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	82	$9.00K	0.00%	+3+3.8%	Added
Private Capital Group, LLC	86	$9.00K	0.00%	+33+62.3%	Added
TD Private Client Wealth LLC	89	$9.53K	0.00%	−321−78.3%	Reduced
Earnest Partners LLC	95	$10.0K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	91	$10.0K	0.01%	+91	New
San Luis Wealth Advisors LLC	63	$10.0K	0.00%	+63	New
HM Payson & Co	100	$11.0K	0.00%	−117−53.9%	Reduced
Bedel Financial Consulting, Inc.	102	$11.0K	0.00%	−2−1.9%	Reduced
Salem Investment Counselors Inc	100	$11.0K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	100	$11.0K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	99	$11.0K	0.00%	00.0%	Unchanged
Addison Advisors LLC	100	$11.0K	0.01%	+100	New
Level Financial Advisors, Inc.	100	$11.0K	0.01%	+100	New
BerganKDV Wealth Management, LLC	115	$12.0K	0.00%	+3+2.7%	Added
JFS Wealth Advisors, LLC	110	$12.0K	0.00%	+56+103.7%	Added
Smithfield Trust Co	128	$13.0K	0.00%	00.0%	Unchanged
Kessler Investment Group, LLC	123	$13.0K	0.01%	+123	New
Capital Advisory Group Advisory Services, LLC	119	$13.0K	0.01%	+119	New