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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 2,849 | $306.0K | 0.07% | +724+34.1% | Added |
| KRS Capital Management, LLC | 2,848 | $305.0K | 0.33% | −365−11.4% | Reduced |
| O'Rourke & Company, Inc | 2,834 | $304.0K | 0.21% | +729+34.6% | Added |
| Signaturefd, LLC | 2,824 | $303.0K | 0.01% | +832+41.8% | Added |
| 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 |
| Peapack Gladstone Financial Corp | 2,792 | $299.0K | 0.01% | −4,973−64.0% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Means Investment Co., Inc. | 2,701 | $289.0K | 0.05% | −321−10.6% | Reduced |
| Frank, Rimerman Advisors LLC | 2,694 | $288.6K | 0.09% | +2,694 | New |
| Foundations Investment Advisors, LLC | 2,892 | $288.0K | 0.01% | +10.0% | Added |
| Diversified Trust Co | 2,672 | $286.0K | 0.01% | +830+45.1% | 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 |
| Independent Solutions Wealth Management, LLC | 2,652 | $284.1K | 0.07% | +368+16.1% | Added |
| 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 |
| Meritage Portfolio Management | 2,625 | $281.0K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 2,599 | $278.0K | 0.03% | +2,599 | New |
| Titleist Asset Management, Ltd. | 2,588 | $277.0K | 0.06% | +2,588 | 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 |
| Stonegate Investment Group, LLC | 2,557 | $274.0K | 0.01% | +384+17.7% | Added |
| Legacy Financial Advisors, Inc. | 2,558 | $274.0K | 0.06% | +2,558 | 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 |
| Wolverine Asset Management LLC | 2,539 | $271.0K | 0.00% | +2,539 | New |
| Bluestein R H & Co | 2,525 | $270.0K | 0.01% | −230−8.3% | Reduced |
| Glen Eagle Advisors, LLC | 2,514 | $269.3K | 0.07% | −10.0% | 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 |
| 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 |
| Quent Capital, LLC | 2,475 | $265.0K | 0.05% | −535−17.8% | Reduced |
| Clare Market Investments LLC | 2,465 | $264.1K | 0.08% | −1,784−42.0% | 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 |
| Echo Street Capital Management LLC | 2,407 | $258.0K | 0.00% | −907−27.4% | Reduced |
| Wealth Architects, LLC | 2,385 | $255.0K | 0.04% | +79+3.4% | Added |
| 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 |
| Castleview Partners, LLC | 2,342 | $250.0K | 0.16% | −140,524−98.4% | Reduced |
| Evoke Wealth, LLC | 2,329 | $249.0K | 0.01% | +121+5.5% | 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 |
| Benjamin Edwards Inc | 2,303 | $247.0K | 0.07% | +486+26.7% | Added |
| Carson Advisory Inc. | 2,282 | $244.0K | 0.24% | +2,282 | New |
| Keudell/Morrison Wealth Management | 2,273 | $243.0K | 0.10% | +2,273 | New |
| Reuter James Wealth Management, LLC | 2,236 | $240.0K | 0.10% | +404+22.1% | 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 |
| Manchester Capital Management LLC | 2,207 | $236.0K | 0.03% | +357+19.3% | Added |
| 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 |
| Seeyond | 2,168 | $232.0K | 0.02% | −43−1.9% | Reduced |
| First Manhattan Co | 2,150 | $230.0K | 0.00% | +1,625+309.5% | Added |
| Emerald Advisers, LLC | 2,141 | $229.0K | 0.01% | −23−1.1% | Reduced |
| XR Securities LLC | 2,108 | $226.0K | 0.05% | −4,066−65.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,100 | $225.0K | 0.02% | −1,800−46.2% | Reduced |
| Allstate Corp | 2,094 | $224.0K | 0.01% | −707−25.2% | Reduced |
| 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 |
| RMR Wealth Builders | 2,070 | $222.0K | 0.05% | +2,070 | 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 |
| 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 |
| 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 |
| Miracle Mile Advisors, LLC | 2,014 | $216.0K | 0.01% | +180+9.8% | 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 |
| Private Portfolio Partners LLC | 1,999 | $214.1K | 0.05% | +413+26.0% | 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 |
| 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 |
| 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 |
| 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 |