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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.

Institutional holdersQ1 2022: 936 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ1 2022: $16.5B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2021.

Institutions holding DOCU in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tilia Fiduciary Partners, Inc.192$21.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust202$21.0K0.01%+106+110.4%Added
Rocky Mountain Advisers, LLC200$21.0K0.02%+200New
BIT Capital GmbH192$20.6K0.00%+33+20.8%Added
Patriot Financial Group Insurance Agency, LLC185$20.0K0.00%−26−12.3%Reduced
FSC Wealth Advisors, LLC190$20.0K0.02%00.0%Unchanged
TCWP LLC188$20.0K0.00%+188New
Exane Derivatives179$19.2K0.01%00.0%Unchanged
Brewin Dolphin Wealth Management Ltd175$19.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC180$19.0K0.01%+31+20.8%Added
Meeder Asset Management Inc182$19.0K0.00%+182New
Charter Oak Capital Management, LLC171$18.0K0.00%+171New
State of Wyoming157$17.0K0.01%−143−47.7%Reduced
Laurel Wealth Advisors LLC157$17.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC160$17.0K0.00%+160New
Hexagon Capital Partners LLC163$17.0K0.00%+163New
DB Wealth Management Group, LLC158$17.0K0.01%+158New
Tradition Wealth Management, LLC153$16.0K0.00%−83−35.2%Reduced
Toth Financial Advisory Corp150$16.0K0.00%00.0%Unchanged
Burleson & Company, LLC150$16.0K0.00%−1−0.7%Reduced
Strengthening Families & Communities, LLC146$16.0K0.01%−110−43.0%Reduced
Riverview Trust Co152$16.0K0.01%+152New
Fifth Third Bancorp136$15.0K0.00%−524−79.4%Reduced
Massmutual Trust Co FSB143$15.0K0.00%−44−23.5%Reduced
Kings Point Capital Management143$15.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd142$15.0K0.00%00.0%Unchanged
Activest Wealth Management141$15.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC140$15.0K0.00%+14+11.1%Added
Column Capital Advisors, LLC143$15.0K0.00%+25+21.2%Added
IAG Wealth Partners, LLC140$15.0K0.00%+140New
Loomis Sayles & Co L P133$14.0K0.00%−2,827−95.5%Reduced
Antonetti Capital Management LLC128$14.0K0.01%00.0%Unchanged
Ashburton (Jersey) Ltd133$14.0K0.01%00.0%Unchanged
Performa Ltd (US), LLC130$14.0K0.01%+114+712.5%Added
BDO Wealth Advisors, LLC130$14.0K0.00%+125+2,500.0%Added
Smithfield Trust Co128$13.0K0.00%00.0%Unchanged
Kessler Investment Group, LLC123$13.0K0.01%+123New
Capital Advisory Group Advisory Services, LLC119$13.0K0.01%+119New
BerganKDV Wealth Management, LLC115$12.0K0.00%+3+2.7%Added
JFS Wealth Advisors, LLC110$12.0K0.00%+56+103.7%Added
HM Payson & Co100$11.0K0.00%−117−53.9%Reduced
Bedel Financial Consulting, Inc.102$11.0K0.00%−2−1.9%Reduced
Salem Investment Counselors Inc100$11.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC100$11.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC99$11.0K0.00%00.0%Unchanged
Addison Advisors LLC100$11.0K0.01%+100New
Level Financial Advisors, Inc.100$11.0K0.01%+100New
Earnest Partners LLC95$10.0K0.00%00.0%Unchanged
Macroview Investment Management LLC91$10.0K0.01%+91New
San Luis Wealth Advisors LLC63$10.0K0.00%+63New
TD Private Client Wealth LLC89$9.53K0.00%−321−78.3%Reduced
Strategic Asset Management, LLC87$9.00K0.01%00.0%Unchanged
Logan Capital Management Inc80$9.00K0.00%00.0%Unchanged
Asset Dedication, LLC82$9.00K0.00%+3+3.8%Added
Private Capital Group, LLC86$9.00K0.00%+33+62.3%Added
Baystate Wealth Management LLC76$8.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC74$8.00K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC72$8.00K0.01%00.0%Unchanged
MUFG Americas Holdings Corp67$7.00K0.00%−260−79.5%Reduced
Sandy Spring Bank65$7.00K0.00%00.0%Unchanged
TFC Financial Management68$7.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.69$7.00K0.00%+5+7.8%Added
Sandy Cove Advisors, LLC62$7.00K0.01%00.0%Unchanged
Zullo Investment Group, Inc.56$6.00K0.00%−177−76.0%Reduced
Lenox Wealth Advisors, LLC59$6.00K0.00%+49+490.0%Added
Joseph P. Lucia & Associates, LLC55$6.00K0.00%+55New
Lloyd Advisory Services, LLC.60$6.00K0.00%+60New
Capital Analysts, LLC50$5.00K0.00%−140−73.7%Reduced
Costello Asset Management, INC50$5.00K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC50$5.00K0.00%00.0%Unchanged
Gibson Wealth Advisors LLC50$5.00K0.01%00.0%Unchanged
Globeflex Capital L P45$5.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.43$5.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC47$5.00K0.00%00.0%Unchanged
Pacifica Partners Inc.45$5.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC39$4.00K0.00%00.0%Unchanged
Webster Bank, N. A.35$4.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC34$4.00K0.00%00.0%Unchanged
Core Alternative Capital34$4.00K0.00%+28+466.7%Added
Avondale Wealth Management39$4.00K0.00%+39New
Assetmark, Inc28$3.00K0.00%−7,788−99.6%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP30$3.00K0.00%−27−47.4%Reduced
NVWM, LLC30$3.00K0.00%−30−50.0%Reduced
Mizuho Securities Co. Ltd.29$3.00K0.00%+2+7.4%Added
Carmichael Hill & Associates, Inc.25$3.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC26$3.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC25$3.00K0.00%+15+150.0%Added
Raleigh Capital Management Inc.29$3.00K0.00%+29New
Raffa Wealth Management, LLC27$2.89K0.00%00.0%Unchanged
Estabrook Capital Management26$2.79K0.00%00.0%Unchanged
First Horizon Advisors, Inc.18$2.00K0.00%−487−96.4%Reduced
Arlington Partners LLC17$2.00K0.00%−22−56.4%Reduced
Ci Investments Inc.23$2.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.20$2.00K0.00%00.0%Unchanged
Econ Financial Services Corp17$2.00K0.00%00.0%Unchanged
Fortis Advisors, LLC17$2.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC20$2.00K0.00%00.0%Unchanged
TCTC Holdings, LLC20$2.00K0.00%+20New
Heritage Wealth Management, LLC20$2.00K0.00%+20New
Oliver Lagore Vanvalin Investment Group15$2.00K0.00%+15New