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 |
|---|---|---|---|---|---|
| Ground Swell Capital, LLC | 4,179 | $448.0K | 1.15% | +4,179 | New |
| United Capital Financial Advisers, LLC | 4,190 | $449.0K | 0.00% | −1,403−25.1% | Reduced |
| Grandview Asset Management LLC | 4,203 | $450.0K | 0.19% | −150−3.4% | Reduced |
| Raymond James Trust N.A. | 4,206 | $450.0K | 0.01% | +901+27.3% | Added |
| Jeneq Management, LP | 4,200 | $450.0K | 0.12% | +4,200 | New |
| Tortoise Index Solutions, LLC | 4,207 | $451.0K | 0.08% | +796+23.3% | Added |
| Checchi Capital Advisers, LLC | 4,219 | $452.0K | 0.05% | −5−0.1% | Reduced |
| Toroso Investments, LLC | 4,233 | $453.0K | 0.01% | +55+1.3% | Added |
| Carmel Capital Partners, LLC | 4,228 | $453.0K | 0.38% | +1,383+48.6% | Added |
| GoalVest Advisory LLC | 4,225 | $453.0K | 0.26% | +4,225 | New |
| Silverhawk Asset Management, LLC | 4,240 | $454.0K | 0.36% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 4,257 | $456.0K | 0.29% | −1,295−23.3% | Reduced |
| Hudson Value Partners, LLC | 4,261 | $456.0K | 0.23% | +201+5.0% | Added |
| Ameritas Investment Partners, Inc. | 4,298 | $460.0K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,358 | $467.0K | 0.13% | +4,358 | New |
| Titus Wealth Management | 4,391 | $470.0K | 0.21% | −108−2.4% | Reduced |
| FineMark National Bank & Trust | 4,392 | $470.0K | 0.02% | −11−0.2% | Reduced |
| Pathstone Family Office, LLC | 4,013 | $470.0K | 0.01% | +150+3.9% | Added |
| Hilltop Holdings Inc. | 4,409 | $472.0K | 0.05% | −790−15.2% | Reduced |
| Meridian Wealth Advisors, LLC | 4,405 | $472.0K | 0.11% | +4,405 | New |
| GFG Capital, LLC | 4,426 | $474.0K | 0.14% | +1,829+70.4% | Added |
| Asset Management Corp | 4,435 | $475.0K | 0.29% | +1,950+78.5% | Added |
| Perfromance Wealth Partners, LLC | 4,509 | $483.0K | 0.02% | +349+8.4% | Added |
| CAPROCK Group, Inc. | 4,523 | $485.0K | 0.05% | +1,740+62.5% | Added |
| Mercer Global Advisors Inc | 4,629 | $496.0K | 0.00% | +1,079+30.4% | Added |
| Roberts Glore & Co Inc | 4,670 | $500.0K | 0.14% | +4,670 | New |
| Precision Wealth Strategies, LLC | 4,675 | $501.0K | 0.30% | +1,850+65.5% | Added |
| Focus Financial Network, Inc. | 4,754 | $509.2K | 0.04% | +2,588+119.5% | Added |
| Green Alpha Advisors, LLC | 4,766 | $511.0K | 0.34% | +351+8.0% | Added |
| Legacy Advisors, LLC | 4,784 | $512.0K | 0.10% | +17+0.4% | Added |
| Marshall & Sullivan Inc | 4,827 | $517.0K | 0.29% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,824 | $517.0K | 0.25% | +1,617+50.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,890 | $524.0K | 0.29% | −119−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,945 | $529.7K | 0.01% | −445−8.3% | Reduced |
| Copperwynd Financial, LLC | 4,944 | $530.0K | 0.22% | +4,944 | New |
| Americana Partners, LLC | 5,078 | $533.0K | 0.16% | +5,078 | New |
| Gleason Group, Inc. | 5,014 | $537.0K | 0.16% | +2,340+87.5% | Added |
| Apollon Wealth Management, LLC | 5,037 | $540.0K | 0.04% | +347+7.4% | Added |
| Beck Capital Management, LLC | 5,047 | $541.0K | 0.17% | +3,631+256.4% | Added |
| Swiss Life Asset Management Ltd | 5,104 | $546.7K | 0.01% | +5,104 | New |
| Natixis | 5,110 | $547.0K | 0.00% | −3,931−43.5% | Reduced |
| Aspen Investment Management Inc | 5,166 | $553.0K | 0.29% | −275−5.1% | Reduced |
| Intersect Capital LLC | 5,188 | $556.0K | 0.11% | −1,892−26.7% | Reduced |
| FIL Ltd | 5,187 | $556.0K | 0.00% | +5,187 | New |
| Wetherby Asset Management Inc | 5,322 | $570.0K | 0.03% | −307−5.5% | Reduced |
| M Holdings Securities, Inc. | 5,329 | $571.0K | 0.04% | +5,329 | New |
| Silvant Capital Management LLC | 5,380 | $576.0K | 0.11% | −66−1.2% | Reduced |
| Compass Financial Advisors LLC | 5,437 | $582.0K | 0.64% | +1,368+33.6% | Added |
| Central Trust Co | 5,458 | $584.0K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 5,472 | $586.0K | 0.13% | +2,858+109.3% | Added |
| Brandywine Managers, LLC | 5,511 | $590.0K | 1.02% | 00.0% | Unchanged |
| Bailard, Inc. | 5,519 | $591.0K | 0.02% | +5,519 | New |
| Hillsdale Investment Management Inc. | 5,615 | $602.0K | 0.04% | +5,615 | New |
| IHT Wealth Management, LLC | 5,631 | $603.0K | 0.05% | −351−5.9% | Reduced |
| Purus Wealth Management, LLC | 5,653 | $606.0K | 0.42% | −45−0.8% | Reduced |
| Proficio Capital Partners LLC | 5,671 | $606.0K | 0.09% | +2,982+110.9% | Added |
| Keybank National Association | 5,683 | $609.0K | 0.00% | −4,113−42.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,693 | $610.0K | 0.05% | −30−0.5% | Reduced |
| Sovereign Financial Group, Inc. | 5,727 | $613.0K | 0.23% | +4,043+240.1% | Added |
| CIBC World Markets Corp | 5,728 | $614.0K | 0.00% | +1,424+33.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,783 | $619.0K | 0.03% | −247−4.1% | Reduced |
| Kestra Private Wealth Services, LLC | 5,774 | $619.0K | 0.03% | +832+16.8% | Added |
| Boenning & Scattergood, Inc. | 5,799 | $621.0K | 0.10% | +975+20.2% | Added |
| Equitable Holdings, Inc. | 5,830 | $625.0K | 0.01% | +1,677+40.4% | Added |
| Lido Advisors, LLC | 5,989 | $641.0K | 0.01% | −2,209−26.9% | Reduced |
| Two Sigma Securities, LLC | 5,989 | $642.0K | 0.09% | +685+12.9% | Added |
| Souders Financial Advisors | 6,003 | $643.0K | 0.19% | −11−0.2% | Reduced |
| NuWave Investment Management, LLC | 6,082 | $652.0K | 0.87% | +4,837+388.5% | Added |
| Surevest, LLC | 6,127 | $656.0K | 0.16% | +6,127 | New |
| Verition Fund Management LLC | 6,132 | $657.0K | 0.01% | −3,431−35.9% | Reduced |
| Bradley Mark J. | 6,180 | $662.0K | 0.47% | +1,680+37.3% | Added |
| Kovack Advisors, Inc. | 6,237 | $668.0K | 0.07% | −1,065−14.6% | Reduced |
| Delphia (USA) Inc. | 6,264 | $671.0K | 0.50% | +4,589+274.0% | Added |
| Mountain Capital Investment Advisors, Inc | 6,640 | $675.0K | 0.32% | +4,875+276.2% | Added |
| Valeo Financial Advisors, LLC | 6,363 | $682.0K | 0.04% | +186+3.0% | Added |
| KLK Capital Management LLC | 6,395 | $685.0K | 0.69% | +855+15.4% | Added |
| Redpoint Investment Management Pty Ltd | 6,402 | $686.0K | 0.07% | +900+16.4% | Added |
| Bristlecone Advisors, LLC | 6,415 | $687.0K | 0.08% | +1,652+34.7% | Added |
| JustInvest LLC | 6,463 | $692.0K | 0.03% | +4,718+270.4% | Added |
| Manchester Financial Inc | 6,515 | $698.0K | 0.25% | +932+16.7% | Added |
| Avestar Capital, LLC | 6,517 | $698.0K | 0.13% | +2,043+45.7% | Added |
| Personal Cfo Solutions, LLC | 6,537 | $700.0K | 0.14% | +3,463+112.7% | Added |
| Comprehensive Financial Management LLC | 6,593 | $706.0K | 0.01% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 6,844 | $733.0K | 0.06% | +236+3.6% | Added |
| Meiji Yasuda Life Insurance Co | 6,890 | $738.0K | 0.01% | −39−0.6% | Reduced |
| Marathon Trading Investment Management LLC | 6,900 | $739.0K | 0.33% | +6,900 | New |
| CWM, LLC | 6,941 | $743.0K | 0.01% | +137+2.0% | Added |
| Arden Trust Co | 6,957 | $745.0K | 0.15% | +1,209+21.0% | Added |
| Caas Capital Management LP | 6,968 | $746.0K | 0.13% | −15,312−68.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7,025 | $753.0K | 0.30% | −2,291−24.6% | Reduced |
| Ferris Capital, LLC | 7,106 | $761.0K | 0.17% | +2,100+41.9% | Added |
| Lattice Capital Management, LLC | 7,760 | $772.4K | 1.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,274 | $779.0K | 0.06% | +1,978+37.3% | Added |
| Centiva Capital, LP | 7,412 | $794.0K | 0.05% | −6,796−47.8% | Reduced |
| Donoghue Forlines LLC | 7,461 | $799.0K | 0.17% | +3,459+86.4% | Added |
| TrimTabs Asset Management, LLC | 7,461 | $799.0K | 0.27% | +7,461 | New |
| XTX Topco Ltd | 7,568 | $811.0K | 0.36% | +7,568 | New |
| Ocean Capital Management, LLC | 7,458 | $818.0K | 0.33% | −690−8.5% | Reduced |
| Canada Pension Plan Investment Board | 7,765 | $832.0K | 0.00% | −87,101−91.8% | Reduced |
| Prudential Financial Inc | 7,187 | $836.0K | 0.00% | −1,793−20.0% | Reduced |