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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 18,329 | $1.96M | 0.06% | +5,175+39.3% | Added |
| Creative Planning | 17,912 | $1.92M | 0.00% | +2,821+18.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,904 | $1.92M | 0.01% | +1,764+10.9% | Added |
| Watchman Group, Inc. | 17,729 | $1.90M | 1.13% | +3,577+25.3% | Added |
| Russell Investments Group, Ltd. | 17,367 | $1.86M | 0.00% | +872+5.3% | Added |
| Bokf, NA | 17,242 | $1.85M | 0.03% | +4,588+36.3% | Added |
| Shelton Capital Management | 17,109 | $1.83M | 0.07% | +1,026+6.4% | Added |
| Financial Advocates Investment Management | 17,079 | $1.83M | 0.12% | +2,174+14.6% | Added |
| Zeke Capital Advisors, LLC | 17,079 | $1.83M | 0.09% | +17,079 | New |
| Parallel Advisors, LLC | 16,364 | $1.77M | 0.07% | −2,433−12.9% | Reduced |
| Twin Lakes Capital Management, LLC | 16,468 | $1.76M | 0.99% | +168+1.0% | Added |
| Private Advisor Group, LLC | 15,891 | $1.70M | 0.01% | +1,801+12.8% | Added |
| Financial Consulate, Inc | 15,849 | $1.70M | 0.65% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 15,802 | $1.69M | 1.29% | 00.0% | Unchanged |
| American International Group, Inc. | 15,704 | $1.68M | 0.01% | −631−3.9% | Reduced |
| Vident Investment Advisory, LLC | 15,653 | $1.68M | 0.04% | −3,176−16.9% | Reduced |
| Atria Investments LLC | 15,630 | $1.67M | 0.03% | +15,630 | New |
| Van Hulzen Asset Management, LLC | 15,505 | $1.66M | 0.18% | +5,703+58.2% | Added |
| Jane Street Group, LLC | 15,497 | $1.66M | 0.00% | −437,528−96.6% | Reduced |
| Tributary Capital Management, LLC | 15,500 | $1.66M | 0.13% | +2,900+23.0% | Added |
| Elo Mutual Pension Insurance Co | 15,471 | $1.66M | 0.05% | +696+4.7% | Added |
| Wedbush Securities Inc | 15,034 | $1.61M | 0.07% | −1,011−6.3% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $1.61M | 0.17% | +15,000 | New |
| National Asset Management, Inc. | 14,876 | $1.59M | 0.05% | +757+5.4% | Added |
| Maryland State Retirement & Pension System | 14,800 | $1.58M | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 14,697 | $1.57M | 0.05% | +2,731+22.8% | Added |
| Hamilton Lane Advisors LLC | 14,565 | $1.56M | 0.35% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 14,523 | $1.56M | 0.94% | +854+6.2% | Added |
| Beacon Investment Advisory Services, Inc. | 14,331 | $1.53M | 0.07% | −503−3.4% | Reduced |
| Thomas Story & Son LLC | 14,297 | $1.53M | 0.61% | −8,677−37.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,235 | $1.52M | 0.02% | +1,192+9.1% | Added |
| Acorn Financial Advisory Services Inc | 14,152 | $1.52M | 0.30% | +1,462+11.5% | Added |
| Wolverine Trading, LLC | 13,980 | $1.51M | 0.04% | +13,980 | New |
| Essex LLC | 14,041 | $1.50M | 0.41% | −8,347−37.3% | Reduced |
| Intellectus Partners, LLC | 13,940 | $1.49M | 0.45% | +11,451+460.1% | Added |
| Engineers Gate Manager LP | 13,813 | $1.48M | 0.06% | +5,520+66.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,758 | $1.47M | 0.05% | +767+5.9% | Added |
| Venturi Wealth Management, LLC | 13,677 | $1.47M | 0.11% | +4,593+50.6% | Added |
| Avantax Advisory Services, Inc. | 13,397 | $1.44M | 0.02% | +207+1.6% | Added |
| Shell Asset Management Co | 13,419 | $1.44M | 0.03% | −878−6.1% | Reduced |
| Cutler Group LP | 13,338 | $1.43M | 0.13% | −24,441−64.7% | Reduced |
| Tran Capital Management, L.P. | 13,324 | $1.43M | 0.13% | +2,650+24.8% | Added |
| Blackhawk Capital Partners LLC. | 13,258 | $1.42M | 0.96% | +6,202+87.9% | Added |
| Impax Asset Management Group plc | 13,087 | $1.40M | 0.01% | −3,574−21.5% | Reduced |
| MAI Capital Management | 12,989 | $1.39M | 0.02% | +2,326+21.8% | Added |
| Belpointe Asset Management LLC | 12,794 | $1.37M | 0.08% | +10,274+407.7% | Added |
| Mutual Advisors, LLC | 12,744 | $1.36M | 0.08% | −172−1.3% | Reduced |
| Resonant Capital Advisors, LLC | 12,567 | $1.36M | 0.20% | +486+4.0% | Added |
| Western Wealth Management, LLC | 12,563 | $1.35M | 0.07% | +5,949+89.9% | Added |
| Cetera Advisors LLC | 12,520 | $1.34M | 0.03% | +47+0.4% | Added |
| MetLife Investment Management | 12,484 | $1.34M | 0.01% | +12,484 | New |
| Fishman Jay A Ltd | 12,425 | $1.33M | 0.15% | +5,070+68.9% | Added |
| Covington Capital Management | 12,330 | $1.32M | 0.05% | −21,945−64.0% | Reduced |
| Clear Harbor Asset Management, LLC | 12,313 | $1.32M | 0.15% | +12,313 | New |
| Northeast Financial Consultants Inc | 12,147 | $1.30M | 0.08% | +77+0.6% | Added |
| CIBC World Markets Inc. | 12,091 | $1.29M | 0.00% | −12,546−50.9% | Reduced |
| Harvest Volatility Management LLC | 12,052 | $1.29M | 0.15% | +62+0.5% | Added |
| Roberts Wealth Advisors, LLC | 11,665 | $1.27M | 0.50% | +1,219+11.7% | Added |
| Quantinno Capital Management LP | 11,710 | $1.25M | 0.19% | +11,710 | New |
| Modus Advisors, LLC | 11,695 | $1.25M | 0.55% | +1,579+15.6% | Added |
| Quattro Financial Advisors LLC | 11,700 | $1.25M | 0.42% | +6,200+112.7% | Added |
| Benchmark Investment Advisors LLC | 11,687 | $1.25M | 0.94% | +2,725+30.4% | Added |
| Sigma Investment Counselors Inc | 11,600 | $1.24M | 0.09% | −3,002−20.6% | Reduced |
| Northeast Investment Management | 11,545 | $1.24M | 0.07% | +263+2.3% | Added |
| ING Groep NV | 11,496 | $1.23M | 0.01% | +3,139+37.6% | Added |
| WT Wealth Management | 11,450 | $1.23M | 0.47% | +2,198+23.8% | Added |
| STRS Ohio | 11,425 | $1.22M | 0.00% | −101,478−89.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 11,396 | $1.22M | 0.03% | +1,181+11.6% | Added |
| Cresset Asset Management, LLC | 11,284 | $1.21M | 0.01% | −17,276−60.5% | Reduced |
| Catalyst Capital Advisors LLC | 11,101 | $1.19M | 0.05% | +28+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,053 | $1.18M | 0.17% | +11,053 | New |
| Bouvel Investment Partners, LLC | 10,916 | $1.17M | 0.71% | +275+2.6% | Added |
| Resolute Partners Group | 10,732 | $1.15M | 0.05% | +2,400+28.8% | Added |
| Sompo Asset Management Co., Ltd. | 10,690 | $1.15M | 0.25% | +2,580+31.8% | Added |
| Cetera Investment Advisers | 10,635 | $1.14M | 0.02% | −10,917−50.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,559 | $1.13M | 0.02% | −120−1.1% | Reduced |
| Aspiriant, LLC | 10,547 | $1.13M | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,527 | $1.13M | 0.02% | +10,527 | New |
| Independent Financial Group, LLC | 10,482 | $1.12M | 0.09% | +5,457+108.6% | Added |
| Canandaigua National Corp | 10,477 | $1.12M | 0.17% | +8,123+345.1% | Added |
| Sigma Planning Corp | 10,420 | $1.12M | 0.03% | +4,952+90.6% | Added |
| LaFleur & Godfrey LLC | 10,394 | $1.11M | 0.15% | −5,410−34.2% | Reduced |
| Wrapmanager Inc | 10,370 | $1.11M | 0.30% | +6,117+143.8% | Added |
| Northwest & Ethical Investments L.P. | 10,338 | $1.11M | 0.04% | −11,401−52.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,248 | $1.10M | 0.01% | +8,343+438.0% | Added |
| Davenport & Co LLC | 10,204 | $1.09M | 0.01% | −4,707−31.6% | Reduced |
| Ethic Inc. | 10,155 | $1.09M | 0.08% | +4,582+82.2% | Added |
| Captrust Financial Advisors | 10,152 | $1.09M | 0.01% | +1,065+11.7% | Added |
| China Universal Asset Management Co., Ltd. | 10,000 | $1.07M | 0.38% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9,928 | $1.06M | 0.06% | +1,025+11.5% | Added |
| CMT Capital Markets Trading GmbH | 9,820 | $1.05M | 0.47% | −32,716−76.9% | Reduced |
| The PNC Financial Services Group, Inc. | 9,801 | $1.05M | 0.00% | −2,581−20.8% | Reduced |
| NEIRG Wealth Management, LLC | 9,793 | $1.05M | 0.21% | −48−0.5% | Reduced |
| Hollencrest Capital Management | 9,716 | $1.04M | 0.09% | +3,308+51.6% | Added |
| Ameritas Advisory Services, LLC | 9,707 | $1.04M | 0.04% | +3,969+69.2% | Added |
| M&T Bank Corp | 9,607 | $1.03M | 0.00% | +723+8.1% | Added |
| V Wealth Advisors LLC | 9,541 | $1.02M | 0.16% | −325−3.3% | Reduced |
| Graham Capital Management, L.P. | 9,530 | $1.02M | 0.05% | +9,530 | New |
| 1776 Wealth LLC | 9,509 | $1.02M | 0.59% | +250+2.7% | Added |
| Synergy Financial Group, LTD | 9,464 | $1.01M | 1.06% | +686+7.8% | Added |