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 8 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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 4,944 | $530.0K | 0.22% | +4,944 | New |
| Federation des caisses Desjardins du Quebec | 4,945 | $529.7K | 0.01% | −445−8.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,890 | $524.0K | 0.29% | −119−2.4% | Reduced |
| 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 |
| Legacy Advisors, LLC | 4,784 | $512.0K | 0.10% | +17+0.4% | Added |
| Green Alpha Advisors, LLC | 4,766 | $511.0K | 0.34% | +351+8.0% | Added |
| Focus Financial Network, Inc. | 4,754 | $509.2K | 0.04% | +2,588+119.5% | Added |
| Precision Wealth Strategies, LLC | 4,675 | $501.0K | 0.30% | +1,850+65.5% | Added |
| Roberts Glore & Co Inc | 4,670 | $500.0K | 0.14% | +4,670 | New |
| Mercer Global Advisors Inc | 4,629 | $496.0K | 0.00% | +1,079+30.4% | Added |
| CAPROCK Group, Inc. | 4,523 | $485.0K | 0.05% | +1,740+62.5% | Added |
| Perfromance Wealth Partners, LLC | 4,509 | $483.0K | 0.02% | +349+8.4% | Added |
| Asset Management Corp | 4,435 | $475.0K | 0.29% | +1,950+78.5% | Added |
| GFG Capital, LLC | 4,426 | $474.0K | 0.14% | +1,829+70.4% | 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 |
| 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 |
| WSFS Capital Management, LLC | 4,358 | $467.0K | 0.13% | +4,358 | New |
| Ameritas Investment Partners, Inc. | 4,298 | $460.0K | 0.02% | 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 |
| Silverhawk Asset Management, LLC | 4,240 | $454.0K | 0.36% | 00.0% | Unchanged |
| 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 |
| Checchi Capital Advisers, LLC | 4,219 | $452.0K | 0.05% | −5−0.1% | Reduced |
| Tortoise Index Solutions, LLC | 4,207 | $451.0K | 0.08% | +796+23.3% | Added |
| 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 |
| United Capital Financial Advisers, LLC | 4,190 | $449.0K | 0.00% | −1,403−25.1% | Reduced |
| Ground Swell Capital, LLC | 4,179 | $448.0K | 1.15% | +4,179 | New |
| First Foundation Advisors | 4,173 | $447.0K | 0.02% | −879−17.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,153 | $445.0K | 0.04% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 4,138 | $443.0K | 0.29% | +520+14.4% | Added |
| Congress Park Capital LLC | 4,130 | $442.0K | 0.23% | +2,665+181.9% | Added |
| Keebeck Alpha, LP | 4,121 | $441.0K | 0.13% | +2,055+99.5% | Added |
| Granite Bay Wealth Management, LLC | 4,037 | $432.0K | 0.35% | +1,355+50.5% | Added |
| Change Path, LLC | 4,019 | $431.0K | 0.02% | +4,019 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,015 | $430.0K | 0.02% | +1,042+35.0% | Added |
| Moseley Investment Management Inc | 3,980 | $426.0K | 0.23% | −1,638−29.2% | Reduced |
| Berkshire Asset Management LLC | 3,919 | $420.0K | 0.03% | +182+4.9% | Added |
| Integrated Wealth Concepts LLC | 3,888 | $416.0K | 0.01% | +455+13.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,846 | $412.0K | 0.14% | −75−1.9% | Reduced |
| Umb Bank N A | 3,817 | $409.0K | 0.01% | −30,531−88.9% | Reduced |
| Stamos Capital Partners, L.P. | 3,800 | $407.0K | 0.14% | +3,800 | New |
| SeaCrest Wealth Management, LLC | 3,760 | $403.0K | 0.05% | −861−18.6% | Reduced |
| Rehmann Capital Advisory Group | 3,758 | $398.4K | 0.04% | +1,896+101.8% | Added |
| Burton Enright Welch | 3,710 | $397.4K | 0.22% | +10.0% | Added |
| Granite Investment Partners, LLC | 3,707 | $397.0K | 0.01% | −58,549−94.0% | Reduced |
| Rodgers Brothers Inc. | 3,700 | $396.0K | 0.07% | +3,700 | New |
| 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 |
| Elite Wealth Management, Inc. | 3,668 | $393.0K | 0.17% | −59−1.6% | Reduced |
| Advisor Resource Council | 3,650 | $391.0K | 0.12% | −5,369−59.5% | Reduced |
| 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 |
| Wintrust Investments LLC | 3,617 | $387.0K | 0.04% | +379+11.7% | Added |
| AlphaCrest Capital Management LLC | 3,571 | $383.0K | 0.02% | −2,198−38.1% | Reduced |
| Orrstown Financial Services Inc | 3,560 | $381.0K | 0.71% | +675+23.4% | Added |
| Abbrea Capital, LLC | 3,534 | $379.0K | 0.05% | −100−2.8% | Reduced |
| Visionary Wealth Advisors | 3,380 | $362.0K | 0.03% | +1,248+58.5% | Added |
| 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 |
| Brown Advisory Inc | 3,289 | $352.0K | 0.00% | −67,072−95.3% | Reduced |
| HBW Advisory Services LLC | 3,236 | $347.0K | 0.12% | +3,236 | New |
| Kingsbury Capital Investment Advisors LLC | 3,227 | $346.0K | 0.38% | +3,227 | New |
| 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 |
| CNB Bank | 3,181 | $340.0K | 0.19% | +573+22.0% | Added |
| Stegent Equity Advisors, Inc. | 3,114 | $334.0K | 0.28% | −993−24.2% | 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 |
| Jag Capital Management, LLC | 1,634 | $331.0K | 0.03% | −32,896−95.3% | Reduced |
| Gladstone Institutional Advisory LLC | 3,081 | $330.0K | 0.02% | +913+42.1% | Added |
| 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 |
| Lakeside Advisors, INC. | 3,050 | $327.0K | 0.25% | +3,050 | New |
| IPG Investment Advisors LLC | 3,025 | $324.0K | 0.06% | +1,220+67.6% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Cable Hill Partners, LLC | 2,918 | $313.0K | 0.21% | +1,055+56.6% | Added |
| Snowden Capital Advisors LLC | 2,921 | $312.0K | 0.01% | +2,377+436.9% | Added |
| J.W. Cole Advisors, Inc. | 2,893 | $310.0K | 0.02% | −2,069−41.7% | Reduced |
| Commerce Bank | 2,877 | $308.0K | 0.00% | −605−17.4% | Reduced |
| Wealth Management Partners, LLC | 2,000 | $307.0K | 0.22% | −1,000−33.3% | 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 |