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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 133 | $14.0K | 0.00% | −2,827−95.5% | Reduced |
| Antonetti Capital Management LLC | 128 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $14.0K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 130 | $14.0K | 0.01% | +114+712.5% | Added |
| BDO Wealth Advisors, LLC | 130 | $14.0K | 0.00% | +125+2,500.0% | Added |
| Fifth Third Bancorp | 136 | $15.0K | 0.00% | −524−79.4% | Reduced |
| Massmutual Trust Co FSB | 143 | $15.0K | 0.00% | −44−23.5% | Reduced |
| Kings Point Capital Management | 143 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 142 | $15.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 141 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 140 | $15.0K | 0.00% | +14+11.1% | Added |
| Column Capital Advisors, LLC | 143 | $15.0K | 0.00% | +25+21.2% | Added |
| IAG Wealth Partners, LLC | 140 | $15.0K | 0.00% | +140 | New |
| Tradition Wealth Management, LLC | 153 | $16.0K | 0.00% | −83−35.2% | Reduced |
| Toth Financial Advisory Corp | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 150 | $16.0K | 0.00% | −1−0.7% | Reduced |
| Strengthening Families & Communities, LLC | 146 | $16.0K | 0.01% | −110−43.0% | Reduced |
| Riverview Trust Co | 152 | $16.0K | 0.01% | +152 | New |
| State of Wyoming | 157 | $17.0K | 0.01% | −143−47.7% | Reduced |
| Laurel Wealth Advisors LLC | 157 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 160 | $17.0K | 0.00% | +160 | New |
| Hexagon Capital Partners LLC | 163 | $17.0K | 0.00% | +163 | New |
| DB Wealth Management Group, LLC | 158 | $17.0K | 0.01% | +158 | New |
| Charter Oak Capital Management, LLC | 171 | $18.0K | 0.00% | +171 | New |
| Brewin Dolphin Wealth Management Ltd | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 180 | $19.0K | 0.01% | +31+20.8% | Added |
| Meeder Asset Management Inc | 182 | $19.0K | 0.00% | +182 | New |
| Exane Derivatives | 179 | $19.2K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 185 | $20.0K | 0.00% | −26−12.3% | Reduced |
| FSC Wealth Advisors, LLC | 190 | $20.0K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 188 | $20.0K | 0.00% | +188 | New |
| BIT Capital GmbH | 192 | $20.6K | 0.00% | +33+20.8% | Added |
| MV Capital Management, Inc. | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 194 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 192 | $21.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 202 | $21.0K | 0.01% | +106+110.4% | Added |
| Rocky Mountain Advisers, LLC | 200 | $21.0K | 0.02% | +200 | New |
| Herold Advisors, Inc. | 200 | $21.4K | 0.01% | +200 | New |
| Cedar Wealth Management, LLC | 214 | $23.0K | 0.01% | +1+0.5% | Added |
| Ellis Investment Partners, LLC | 220 | $23.0K | 0.01% | +100+83.3% | Added |
| Pin Oak Investment Advisors Inc | 212 | $23.0K | 0.02% | +126+146.5% | Added |
| CVA Family Office, LLC | 224 | $24.0K | 0.01% | −331−59.6% | Reduced |
| Covestor Ltd | 237 | $25.0K | 0.02% | −22−8.5% | Reduced |
| Adirondack Trust Co | 235 | $25.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 250 | $27.0K | 0.01% | −29−10.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 249 | $27.0K | 0.02% | −9−3.5% | Reduced |
| Highlander Capital Management, LLC | 250 | $27.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $27.0K | 0.00% | +80+47.1% | Added |
| SRS Capital Advisors, Inc. | 251 | $27.0K | 0.00% | +133+112.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 270 | $28.0K | 0.00% | +220+440.0% | Added |
| Concord Wealth Partners | 298 | $32.0K | 0.01% | −291−49.4% | Reduced |
| Clean Yield Group | 300 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $32.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 302 | $32.0K | 0.00% | +44+17.1% | Added |
| EverSource Wealth Advisors, LLC | 339 | $36.0K | 0.01% | +25+8.0% | Added |
| Brewin Dolphin Ltd | 350 | $37.0K | 0.00% | −61−14.8% | Reduced |
| Stephenson National Bank & Trust | 341 | $37.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 349 | $37.0K | 0.01% | +67+23.8% | Added |
| Global Retirement Partners, LLC | 515 | $37.0K | 0.00% | +515 | New |
| Huntington National Bank | 358 | $38.0K | 0.00% | −87−19.6% | Reduced |
| KB Financial Partners, LLC | 358 | $38.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 360 | $38.0K | 0.00% | +200+125.0% | Added |
| Glassman Wealth Services | 352 | $38.0K | 0.01% | +281+395.8% | Added |
| Clearstead Advisors, LLC | 365 | $39.0K | 0.00% | +85+30.4% | Added |
| Proequities, Inc. | 395 | $42.0K | 0.00% | −8,054−95.3% | Reduced |
| Institutional & Family Asset Management, LLC | 390 | $42.0K | 0.01% | +56+16.8% | Added |
| North Star Investment Management Corp. | 406 | $43.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 410 | $43.9K | 0.00% | +410 | New |
| Front Row Advisors LLC | 407 | $44.0K | 0.02% | +108+36.1% | Added |
| Ionic Capital Management LLC | 415 | $44.0K | 0.01% | +415 | New |
| Bartlett & Co. LLC | 410 | $44.0K | 0.00% | +410 | New |
| SOA Wealth Advisors, LLC. | 422 | $45.0K | 0.01% | +386+1,072.2% | Added |
| AdvisorNet Financial, Inc | 451 | $48.0K | 0.00% | −225−33.3% | Reduced |
| Archer Investment Corp | 477 | $48.5K | 0.02% | +477 | New |
| Allworth Financial LP | 455 | $49.0K | 0.00% | +112+32.7% | Added |
| Zions Bancorporation, N.A. | 504 | $54.0K | 0.00% | −12−2.3% | Reduced |
| Caz Investments LP | 500 | $54.0K | 0.08% | +200+66.7% | Added |
| Tortoise Investment Management, LLC | 500 | $54.0K | 0.01% | +230+85.2% | Added |
| Monolith Advisors | 361 | $55.0K | 0.04% | 00.0% | Unchanged |
| Dravo Bay LLC | 519 | $55.6K | 0.04% | +519 | New |
| Versant Capital Management, Inc | 523 | $56.0K | 0.02% | +303+137.7% | Added |
| Desjardins Global Asset Management Inc. | 548 | $58.0K | 0.01% | −34−5.8% | Reduced |
| HHM Wealth Advisors, LLC | 544 | $58.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 550 | $59.0K | 0.02% | −120−17.9% | Reduced |
| Larson Financial Group LLC | 559 | $60.0K | 0.01% | −16−2.8% | Reduced |
| Brown Brothers Harriman & Co | 559 | $60.0K | 0.00% | +443+381.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 568 | $61.0K | 0.01% | +83+17.1% | Added |
| Valley National Advisers Inc | 620 | $66.0K | 0.01% | +620 | New |
| Lindbrook Capital, LLC | 628 | $67.0K | 0.01% | +129+25.9% | Added |
| Capital Advisors, Ltd. LLC | 680 | $73.0K | 0.01% | −4−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 658 | $73.2K | 0.00% | −467−41.5% | Reduced |
| Rosenberg Matthew Hamilton | 700 | $75.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 739 | $79.0K | 0.02% | −2,014−73.2% | Reduced |
| Rise Advisors, LLC | 787 | $84.0K | 0.08% | +273+53.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 789 | $85.0K | 0.00% | +789 | New |
| Van Eck Associates Corp | 815 | $87.0K | 0.00% | −22,767−96.5% | Reduced |
| Clear Street Markets LLC | 813 | $87.0K | 0.03% | +813 | New |
| Fortitude Advisory Group L.L.C. | 836 | $90.0K | 0.05% | −495−37.2% | Reduced |