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 |
|---|---|---|---|---|---|
| Connectus Wealth, LLC | 1,363 | $208.0K | 0.01% | −2−0.1% | Reduced |
| LifePro Asset Management | 1,899 | $203.0K | 0.07% | +81+4.5% | Added |
| Strategic Advisors LLC | 1,873 | $200.0K | 0.03% | −34,496−94.9% | Reduced |
| Thoroughbred Financial Services, LLC | 1,868 | $200.0K | 0.03% | +104+5.9% | Added |
| Wolff Wiese Magana LLC | 1,821 | $196.0K | 0.13% | +6+0.3% | Added |
| Global Trust Asset Management, LLC | 1,819 | $195.0K | 0.08% | +839+85.6% | Added |
| Harbor Investment Advisory, LLC | 1,735 | $186.0K | 0.02% | −11,226−86.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $182.0K | 0.01% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,672 | $179.0K | 0.00% | −2,529,634−99.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,665 | $178.4K | 0.01% | −126−7.0% | Reduced |
| Hudock, Inc. | 1,654 | $177.0K | 0.05% | +15+0.9% | Added |
| River & Mercantile Investments Ltd | 1,531 | $164.0K | 0.04% | +1,531 | New |
| Castleark Management LLC | 1,450 | $155.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,316 | $141.0K | 0.07% | −2,405−64.6% | Reduced |
| Cambridge Trust Co | 1,300 | $139.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,224 | $131.0K | 0.08% | −180−12.8% | Reduced |
| Ancora Advisors, LLC | 1,217 | $131.0K | 0.00% | +601+97.6% | Added |
| Dark Forest Capital Management LP | 1,182 | $126.0K | 0.03% | +1,182 | New |
| PSI Advisors, LLC | 1,164 | $125.0K | 0.05% | −53−4.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,154 | $124.0K | 0.00% | −1,272−52.4% | Reduced |
| Montag A & Associates Inc | 1,143 | $122.0K | 0.01% | −319−21.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,100 | $117.8K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,100 | $117.8K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,038 | $112.0K | 0.00% | +235+29.3% | Added |
| City State Bank | 1,029 | $110.0K | 0.07% | +965+1,507.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,020 | $109.0K | 0.02% | +20+2.0% | Added |
| Pittenger & Anderson Inc | 1,011 | $108.0K | 0.01% | +11+1.1% | Added |
| New York State Teachers Retirement System | 1,000 | $107.0K | 0.00% | +1,000 | New |
| EMC Capital Management | 1,000 | $107.0K | 0.08% | +1,000 | New |
| Fieldpoint Private Securities, LLC | 953 | $102.0K | 0.02% | +691+263.7% | Added |
| Financial Perspectives, Inc | 944 | $101.1K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 933 | $99.9K | 0.06% | +933 | New |
| Penserra Capital Management LLC | 910 | $97.0K | 0.00% | +54+6.3% | Added |
| Sierra Capital LLC | 875 | $94.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 836 | $90.0K | 0.05% | −495−37.2% | Reduced |
| Quadrant Capital Group LLC | 842 | $90.0K | 0.01% | +481+133.2% | Added |
| Van Eck Associates Corp | 815 | $87.0K | 0.00% | −22,767−96.5% | Reduced |
| Clear Street Markets LLC | 813 | $87.0K | 0.03% | +813 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 789 | $85.0K | 0.00% | +789 | New |
| Rise Advisors, LLC | 787 | $84.0K | 0.08% | +273+53.1% | Added |
| GPS Wealth Strategies Group, LLC | 739 | $79.0K | 0.02% | −2,014−73.2% | Reduced |
| Rosenberg Matthew Hamilton | 700 | $75.0K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 658 | $73.2K | 0.00% | −467−41.5% | Reduced |
| Capital Advisors, Ltd. LLC | 680 | $73.0K | 0.01% | −4−0.6% | Reduced |
| Lindbrook Capital, LLC | 628 | $67.0K | 0.01% | +129+25.9% | Added |
| Valley National Advisers Inc | 620 | $66.0K | 0.01% | +620 | New |
| ICICI Prudential Asset Management Co Ltd | 568 | $61.0K | 0.01% | +83+17.1% | Added |
| Larson Financial Group LLC | 559 | $60.0K | 0.01% | −16−2.8% | Reduced |
| Brown Brothers Harriman & Co | 559 | $60.0K | 0.00% | +443+381.9% | Added |
| Optimum Investment Advisors | 550 | $59.0K | 0.02% | −120−17.9% | Reduced |
| Desjardins Global Asset Management Inc. | 548 | $58.0K | 0.01% | −34−5.8% | Reduced |
| HHM Wealth Advisors, LLC | 544 | $58.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 523 | $56.0K | 0.02% | +303+137.7% | Added |
| Dravo Bay LLC | 519 | $55.6K | 0.04% | +519 | New |
| Monolith Advisors | 361 | $55.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 504 | $54.0K | 0.00% | −12−2.3% | Reduced |
| Caz Investments LP | 500 | $54.0K | 0.08% | +200+66.7% | Added |
| Tortoise Investment Management, LLC | 500 | $54.0K | 0.01% | +230+85.2% | Added |
| Allworth Financial LP | 455 | $49.0K | 0.00% | +112+32.7% | Added |
| Archer Investment Corp | 477 | $48.5K | 0.02% | +477 | New |
| AdvisorNet Financial, Inc | 451 | $48.0K | 0.00% | −225−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 422 | $45.0K | 0.01% | +386+1,072.2% | Added |
| Front Row Advisors LLC | 407 | $44.0K | 0.02% | +108+36.1% | Added |
| Ionic Capital Management LLC | 415 | $44.0K | 0.01% | +415 | New |
| Bartlett & Co. LLC | 410 | $44.0K | 0.00% | +410 | New |
| Bartlett & Co. Wealth Management LLC | 410 | $43.9K | 0.00% | +410 | New |
| North Star Investment Management Corp. | 406 | $43.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 395 | $42.0K | 0.00% | −8,054−95.3% | Reduced |
| Institutional & Family Asset Management, LLC | 390 | $42.0K | 0.01% | +56+16.8% | Added |
| Clearstead Advisors, LLC | 365 | $39.0K | 0.00% | +85+30.4% | Added |
| Huntington National Bank | 358 | $38.0K | 0.00% | −87−19.6% | Reduced |
| KB Financial Partners, LLC | 358 | $38.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 360 | $38.0K | 0.00% | +200+125.0% | Added |
| Glassman Wealth Services | 352 | $38.0K | 0.01% | +281+395.8% | Added |
| Brewin Dolphin Ltd | 350 | $37.0K | 0.00% | −61−14.8% | Reduced |
| Stephenson National Bank & Trust | 341 | $37.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 349 | $37.0K | 0.01% | +67+23.8% | Added |
| Global Retirement Partners, LLC | 515 | $37.0K | 0.00% | +515 | New |
| EverSource Wealth Advisors, LLC | 339 | $36.0K | 0.01% | +25+8.0% | Added |
| Concord Wealth Partners | 298 | $32.0K | 0.01% | −291−49.4% | Reduced |
| Clean Yield Group | 300 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $32.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 302 | $32.0K | 0.00% | +44+17.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 270 | $28.0K | 0.00% | +220+440.0% | Added |
| TSFG, LLC | 250 | $27.0K | 0.01% | −29−10.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 249 | $27.0K | 0.02% | −9−3.5% | Reduced |
| Highlander Capital Management, LLC | 250 | $27.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $27.0K | 0.00% | +80+47.1% | Added |
| SRS Capital Advisors, Inc. | 251 | $27.0K | 0.00% | +133+112.7% | Added |
| Covestor Ltd | 237 | $25.0K | 0.02% | −22−8.5% | Reduced |
| Adirondack Trust Co | 235 | $25.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 224 | $24.0K | 0.01% | −331−59.6% | Reduced |
| Cedar Wealth Management, LLC | 214 | $23.0K | 0.01% | +1+0.5% | Added |
| Ellis Investment Partners, LLC | 220 | $23.0K | 0.01% | +100+83.3% | Added |
| Pin Oak Investment Advisors Inc | 212 | $23.0K | 0.02% | +126+146.5% | Added |
| Herold Advisors, Inc. | 200 | $21.4K | 0.01% | +200 | New |
| MV Capital Management, Inc. | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 194 | $21.0K | 0.01% | 00.0% | Unchanged |