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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 842 | $90.0K | 0.01% | +481+133.2% | Added |
| Sierra Capital LLC | 875 | $94.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 910 | $97.0K | 0.00% | +54+6.3% | Added |
| WR Wealth Planners, LLC | 933 | $99.9K | 0.06% | +933 | New |
| Financial Perspectives, Inc | 944 | $101.1K | 0.05% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 953 | $102.0K | 0.02% | +691+263.7% | Added |
| New York State Teachers Retirement System | 1,000 | $107.0K | 0.00% | +1,000 | New |
| EMC Capital Management | 1,000 | $107.0K | 0.08% | +1,000 | New |
| Pittenger & Anderson Inc | 1,011 | $108.0K | 0.01% | +11+1.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,020 | $109.0K | 0.02% | +20+2.0% | Added |
| City State Bank | 1,029 | $110.0K | 0.07% | +965+1,507.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,038 | $112.0K | 0.00% | +235+29.3% | Added |
| Paradigm Asset Management Co LLC | 1,100 | $117.8K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,100 | $117.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,143 | $122.0K | 0.01% | −319−21.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,154 | $124.0K | 0.00% | −1,272−52.4% | Reduced |
| PSI Advisors, LLC | 1,164 | $125.0K | 0.05% | −53−4.4% | Reduced |
| Dark Forest Capital Management LP | 1,182 | $126.0K | 0.03% | +1,182 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,224 | $131.0K | 0.08% | −180−12.8% | Reduced |
| Ancora Advisors, LLC | 1,217 | $131.0K | 0.00% | +601+97.6% | Added |
| Cambridge Trust Co | 1,300 | $139.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,316 | $141.0K | 0.07% | −2,405−64.6% | Reduced |
| Castleark Management LLC | 1,450 | $155.0K | 0.01% | 00.0% | Unchanged |
| River & Mercantile Investments Ltd | 1,531 | $164.0K | 0.04% | +1,531 | New |
| Hudock, Inc. | 1,654 | $177.0K | 0.05% | +15+0.9% | Added |
| Koshinski Asset Management, Inc. | 1,665 | $178.4K | 0.01% | −126−7.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,672 | $179.0K | 0.00% | −2,529,634−99.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $182.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,735 | $186.0K | 0.02% | −11,226−86.6% | Reduced |
| Global Trust Asset Management, LLC | 1,819 | $195.0K | 0.08% | +839+85.6% | Added |
| Wolff Wiese Magana LLC | 1,821 | $196.0K | 0.13% | +6+0.3% | Added |
| Strategic Advisors LLC | 1,873 | $200.0K | 0.03% | −34,496−94.9% | Reduced |
| Thoroughbred Financial Services, LLC | 1,868 | $200.0K | 0.03% | +104+5.9% | Added |
| LifePro Asset Management | 1,899 | $203.0K | 0.07% | +81+4.5% | Added |
| Capstone Investment Advisors, LLC | 1,939 | $208.0K | 0.00% | −881−31.2% | Reduced |
| Vanguard Capital Wealth Advisors | 1,950 | $208.0K | 0.15% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,940 | $208.0K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,945 | $208.0K | 0.08% | +210+12.1% | Added |
| Connectus Wealth, LLC | 1,363 | $208.0K | 0.01% | −2−0.1% | Reduced |
| NorthRock Partners, LLC | 1,962 | $210.0K | 0.02% | −430−18.0% | Reduced |
| FirstPurpose Wealth LLC | 1,963 | $210.0K | 0.16% | +1,963 | New |
| Congress Wealth Management LLC | 1,988 | $213.0K | 0.00% | +6+0.3% | Added |
| Tennessee Valley Asset Management Partners | 1,993 | $213.0K | 0.07% | +118+6.3% | Added |
| Tairen Capital Ltd | 2,000 | $214.0K | 0.03% | −46,950−95.9% | Reduced |
| Awm Capital, LLC | 2,000 | $214.0K | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,622 | $214.0K | 0.00% | +2,770+325.1% | Added |
| Park Circle Co | 2,000 | $214.0K | 0.18% | +2,000 | New |
| Galvin, Gaustad & Stein, LLC | 2,000 | $214.0K | 0.02% | +2,000 | New |
| Private Portfolio Partners LLC | 1,999 | $214.1K | 0.05% | +413+26.0% | Added |
| Carnegie Capital Asset Management, LLC | 2,006 | $215.0K | 0.01% | −5,666−73.9% | Reduced |
| Am Investment Strategies LLC | 2,008 | $215.0K | 0.06% | −147−6.8% | Reduced |
| Miracle Mile Advisors, LLC | 2,014 | $216.0K | 0.01% | +180+9.8% | Added |
| PFG Advisors | 2,031 | $218.0K | 0.02% | −823−28.8% | Reduced |
| Cigna Investments Inc | 2,042 | $218.0K | 0.03% | +619+43.5% | Added |
| BKD Wealth Advisors, LLC | 2,039 | $218.0K | 0.01% | +2,039 | New |
| Norinchukin Bank, The | 2,050 | $220.0K | 0.00% | +417+25.5% | Added |
| Veritable, L.P. | 2,057 | $220.0K | 0.00% | +2,057 | New |
| Integrated Advisors Network LLC | 2,059 | $221.0K | 0.01% | −235−10.2% | Reduced |
| Tectonic Advisors LLC | 2,064 | $221.0K | 0.04% | +2,064 | New |
| RMR Wealth Builders | 2,070 | $222.0K | 0.05% | +2,070 | New |
| Comerica Securities,inc. | 2,079 | $223.0K | 0.01% | −496−19.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,083 | $223.0K | 0.01% | −190−8.4% | Reduced |
| Aj Wealth Strategies, LLC | 2,083 | $223.0K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 2,094 | $224.0K | 0.01% | −707−25.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,100 | $225.0K | 0.02% | −1,800−46.2% | Reduced |
| XR Securities LLC | 2,108 | $226.0K | 0.05% | −4,066−65.9% | Reduced |
| Emerald Advisers, LLC | 2,141 | $229.0K | 0.01% | −23−1.1% | Reduced |
| First Manhattan Co | 2,150 | $230.0K | 0.00% | +1,625+309.5% | Added |
| Seeyond | 2,168 | $232.0K | 0.02% | −43−1.9% | Reduced |
| Westover Capital Advisors, LLC | 2,197 | $235.0K | 0.07% | −178−7.5% | Reduced |
| Parkwood LLC | 2,196 | $235.0K | 0.04% | +367+20.1% | Added |
| Manchester Capital Management LLC | 2,207 | $236.0K | 0.03% | +357+19.3% | Added |
| Coastal Investment Advisors, Inc. | 2,221 | $238.0K | 0.05% | −455−17.0% | Reduced |
| Trustcore Financial Services, LLC | 2,222 | $238.0K | 0.02% | +1,110+99.8% | Added |
| Reuter James Wealth Management, LLC | 2,236 | $240.0K | 0.10% | +404+22.1% | Added |
| Keudell/Morrison Wealth Management | 2,273 | $243.0K | 0.10% | +2,273 | New |
| Carson Advisory Inc. | 2,282 | $244.0K | 0.24% | +2,282 | New |
| Benjamin Edwards Inc | 2,303 | $247.0K | 0.07% | +486+26.7% | Added |
| Oxler Private Wealth LLC | 2,320 | $248.0K | 0.11% | −1,511−39.4% | Reduced |
| International Assets Investment Management, LLC | 2,311 | $248.0K | 0.04% | +590+34.3% | Added |
| Evoke Wealth, LLC | 2,329 | $249.0K | 0.01% | +121+5.5% | Added |
| Castleview Partners, LLC | 2,342 | $250.0K | 0.16% | −140,524−98.4% | Reduced |
| Gsa Capital Partners LLP | 2,367 | $254.0K | 0.03% | +2,367 | New |
| Fortis Capital Management LLC | 2,374 | $254.0K | 0.13% | +2,374 | New |
| Wealth Architects, LLC | 2,385 | $255.0K | 0.04% | +79+3.4% | Added |
| Echo Street Capital Management LLC | 2,407 | $258.0K | 0.00% | −907−27.4% | Reduced |
| Csenge Advisory Group | 2,461 | $264.0K | 0.02% | +2,461 | New |
| Aaron Wealth Advisors | 28,279 | $264.0K | 0.01% | +28,279 | New |
| Clare Market Investments LLC | 2,465 | $264.1K | 0.08% | −1,784−42.0% | Reduced |
| Quent Capital, LLC | 2,475 | $265.0K | 0.05% | −535−17.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 2,490 | $267.0K | 0.06% | −297−10.7% | Reduced |
| Nations Financial Group Inc, | 2,489 | $267.0K | 0.03% | −146−5.5% | Reduced |
| Redwood Financial Network Corp | 2,505 | $268.0K | 0.25% | +2,505 | New |
| Drive Wealth Management, LLC | 2,503 | $268.0K | 0.23% | +2,503 | New |
| Glen Eagle Advisors, LLC | 2,514 | $269.3K | 0.07% | −10.0% | Reduced |
| Bluestein R H & Co | 2,525 | $270.0K | 0.01% | −230−8.3% | Reduced |
| Wolverine Asset Management LLC | 2,539 | $271.0K | 0.00% | +2,539 | New |
| Essex Financial Services, Inc. | 2,545 | $273.0K | 0.03% | −352−12.2% | Reduced |
| We Are One Seven, LLC | 2,546 | $273.0K | 0.03% | +100+4.1% | Added |
| Stonegate Investment Group, LLC | 2,557 | $274.0K | 0.01% | +384+17.7% | Added |