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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 2,558 | $274.0K | 0.06% | +2,558 | New |
| Perigon Wealth Management, LLC | 2,576 | $276.0K | 0.02% | −487−15.9% | Reduced |
| Malaga Cove Capital, LLC | 2,575 | $276.0K | 0.13% | +70+2.8% | Added |
| Titleist Asset Management, Ltd. | 2,588 | $277.0K | 0.06% | +2,588 | New |
| Graypoint LLC | 2,599 | $278.0K | 0.03% | +2,599 | New |
| Meritage Portfolio Management | 2,625 | $281.0K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 2,639 | $283.0K | 0.00% | −65−2.4% | Reduced |
| Strategic Blueprint, LLC | 2,641 | $283.0K | 0.03% | +2,641 | New |
| Independent Solutions Wealth Management, LLC | 2,652 | $284.1K | 0.07% | +368+16.1% | Added |
| Nwam LLC | 2,661 | $285.0K | 0.02% | −578−17.8% | Reduced |
| Claro Advisors LLC | 1,872 | $285.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 2,672 | $286.0K | 0.01% | +830+45.1% | Added |
| Foundations Investment Advisors, LLC | 2,892 | $288.0K | 0.01% | +10.0% | Added |
| Frank, Rimerman Advisors LLC | 2,694 | $288.6K | 0.09% | +2,694 | New |
| Means Investment Co., Inc. | 2,701 | $289.0K | 0.05% | −321−10.6% | Reduced |
| Capital Investment Advisory Services, LLC | 2,728 | $292.0K | 0.03% | −1,055−27.9% | Reduced |
| Corient Capital Partners, LLC | 2,730 | $292.0K | 0.02% | +1,382+102.5% | Added |
| Doliver Advisors, LP | 2,730 | $292.0K | 0.09% | +2,730 | New |
| Truvestments Capital LLC | 2,745 | $294.0K | 0.16% | +289+11.8% | Added |
| Edge Capital Group, LLC | 2,741 | $294.0K | 0.02% | +2,741 | New |
| Steel Peak Wealth Management LLC | 2,754 | $295.0K | 0.02% | −35−1.3% | Reduced |
| Grove Bank & Trust | 2,757 | $295.0K | 0.06% | +2,757 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 2,761 | $296.0K | 0.00% | −317−10.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,766 | $296.0K | 0.02% | +605+28.0% | Added |
| Peapack Gladstone Financial Corp | 2,792 | $299.0K | 0.01% | −4,973−64.0% | Reduced |
| CQS (US), LLC | 2,797 | $300.0K | 0.02% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,670 | $300.0K | 0.14% | +200+8.1% | Added |
| Geneos Wealth Management Inc. | 2,805 | $300.0K | 0.01% | +534+23.5% | Added |
| Bayesian Capital Management, LP | 2,800 | $300.0K | 0.04% | +2,800 | New |
| Clarus Group, Inc. | 2,796 | $300.0K | 0.20% | +2,796 | New |
| ICA Group Wealth Management, LLC | 3,563 | $300.0K | 0.06% | +3,563 | New |
| Signaturefd, LLC | 2,824 | $303.0K | 0.01% | +832+41.8% | Added |
| O'Rourke & Company, Inc | 2,834 | $304.0K | 0.21% | +729+34.6% | Added |
| KRS Capital Management, LLC | 2,848 | $305.0K | 0.33% | −365−11.4% | Reduced |
| Sanders Morris Harris LLC | 2,864 | $306.0K | 0.06% | −22,732−88.8% | Reduced |
| Advisory Resource Group | 2,858 | $306.0K | 0.10% | +183+6.8% | Added |
| Archford Capital Strategies, LLC | 2,849 | $306.0K | 0.07% | +724+34.1% | Added |
| Wealth Management Partners, LLC | 2,000 | $307.0K | 0.22% | −1,000−33.3% | Reduced |
| Commerce Bank | 2,877 | $308.0K | 0.00% | −605−17.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,893 | $310.0K | 0.02% | −2,069−41.7% | Reduced |
| Snowden Capital Advisors LLC | 2,921 | $312.0K | 0.01% | +2,377+436.9% | Added |
| Cable Hill Partners, LLC | 2,918 | $313.0K | 0.21% | +1,055+56.6% | Added |
| 9258 Wealth Management, LLC | 2,936 | $315.0K | 0.07% | −88−2.9% | Reduced |
| Lincoln National Corp | 2,935 | $315.0K | 0.01% | +587+25.0% | Added |
| Nikko Asset Management Americas, Inc. | 2,956 | $318.0K | 0.00% | −2,508,376−99.9% | Reduced |
| Vista Wealth Management Group, LLC | 2,973 | $318.0K | 0.05% | +23+0.8% | Added |
| Cubic Asset Management, LLC | 3,000 | $321.0K | 0.07% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,997 | $321.0K | 0.00% | +1,042+53.3% | Added |
| Cito Capital Group, LLC | 3,000 | $321.0K | 0.15% | +3,000 | New |
| Dynamic Advisor Solutions LLC | 3,015 | $323.0K | 0.02% | −486−13.9% | Reduced |
| Legal Advantage Investments, Inc. | 3,015 | $323.0K | 0.24% | +3,015 | New |
| IPG Investment Advisors LLC | 3,025 | $324.0K | 0.06% | +1,220+67.6% | Added |
| Lakeside Advisors, INC. | 3,050 | $327.0K | 0.25% | +3,050 | New |
| IBM Retirement Fund | 3,068 | $329.0K | 0.05% | −105−3.3% | Reduced |
| Regatta Capital Group, LLC | 3,074 | $329.0K | 0.11% | −84−2.7% | Reduced |
| Ellevest, Inc. | 3,067 | $329.0K | 0.03% | +1,682+121.4% | Added |
| Gladstone Institutional Advisory LLC | 3,081 | $330.0K | 0.02% | +913+42.1% | Added |
| Jag Capital Management, LLC | 1,634 | $331.0K | 0.03% | −32,896−95.3% | Reduced |
| Vestcor Inc | 3,110 | $333.0K | 0.01% | −185−5.6% | Reduced |
| Bryn Mawr Trust Co | 3,114 | $333.0K | 0.01% | +3,114 | New |
| Stegent Equity Advisors, Inc. | 3,114 | $334.0K | 0.28% | −993−24.2% | Reduced |
| CNB Bank | 3,181 | $340.0K | 0.19% | +573+22.0% | Added |
| Brown Miller Wealth Management, LLC | 3,223 | $345.0K | 0.20% | +303+10.4% | Added |
| Clarius Group, LLC | 2,265 | $345.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,225 | $345.0K | 0.02% | +3,225 | New |
| Kingsbury Capital Investment Advisors LLC | 3,227 | $346.0K | 0.38% | +3,227 | New |
| HBW Advisory Services LLC | 3,236 | $347.0K | 0.12% | +3,236 | New |
| Brown Advisory Inc | 3,289 | $352.0K | 0.00% | −67,072−95.3% | Reduced |
| Moody National Bank Trust Division | 3,340 | $358.0K | 0.01% | −2,661−44.3% | Reduced |
| American National Insurance Co | 3,340 | $358.0K | 0.10% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,380 | $362.0K | 0.03% | +1,248+58.5% | Added |
| Abbrea Capital, LLC | 3,534 | $379.0K | 0.05% | −100−2.8% | Reduced |
| Orrstown Financial Services Inc | 3,560 | $381.0K | 0.71% | +675+23.4% | Added |
| AlphaCrest Capital Management LLC | 3,571 | $383.0K | 0.02% | −2,198−38.1% | Reduced |
| Wintrust Investments LLC | 3,617 | $387.0K | 0.04% | +379+11.7% | Added |
| O'Shaughnessy Asset Management, LLC | 3,620 | $388.0K | 0.01% | +98+2.8% | Added |
| Octavia Wealth Advisors, LLC | 3,620 | $388.0K | 0.09% | +590+19.5% | Added |
| Advisor Resource Council | 3,650 | $391.0K | 0.12% | −5,369−59.5% | Reduced |
| Elite Wealth Management, Inc. | 3,668 | $393.0K | 0.17% | −59−1.6% | Reduced |
| Cerity Partners LLC | 3,687 | $394.0K | 0.01% | −2,306−38.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,680 | $394.0K | 0.00% | −1,220−24.9% | Reduced |
| Rodgers Brothers Inc. | 3,700 | $396.0K | 0.07% | +3,700 | New |
| Granite Investment Partners, LLC | 3,707 | $397.0K | 0.01% | −58,549−94.0% | Reduced |
| Burton Enright Welch | 3,710 | $397.4K | 0.22% | +10.0% | Added |
| Rehmann Capital Advisory Group | 3,758 | $398.4K | 0.04% | +1,896+101.8% | Added |
| SeaCrest Wealth Management, LLC | 3,760 | $403.0K | 0.05% | −861−18.6% | Reduced |
| Stamos Capital Partners, L.P. | 3,800 | $407.0K | 0.14% | +3,800 | New |
| Umb Bank N A | 3,817 | $409.0K | 0.01% | −30,531−88.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,846 | $412.0K | 0.14% | −75−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,888 | $416.0K | 0.01% | +455+13.3% | Added |
| Berkshire Asset Management LLC | 3,919 | $420.0K | 0.03% | +182+4.9% | Added |
| Moseley Investment Management Inc | 3,980 | $426.0K | 0.23% | −1,638−29.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,015 | $430.0K | 0.02% | +1,042+35.0% | Added |
| Change Path, LLC | 4,019 | $431.0K | 0.02% | +4,019 | New |
| Granite Bay Wealth Management, LLC | 4,037 | $432.0K | 0.35% | +1,355+50.5% | Added |
| Keebeck Alpha, LP | 4,121 | $441.0K | 0.13% | +2,055+99.5% | Added |
| Congress Park Capital LLC | 4,130 | $442.0K | 0.23% | +2,665+181.9% | Added |
| IVC Wealth Advisors LLC | 4,138 | $443.0K | 0.29% | +520+14.4% | Added |
| Siemens Fonds Invest GmbH | 4,153 | $445.0K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 4,173 | $447.0K | 0.02% | −879−17.4% | Reduced |