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Livermore
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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 12 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $7.87B in total; no superinvestor holds it.

13F holders, Q2 2022

Institutional positions in DocuSign, Inc. as of Jun 30, 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
793
−130 vs. Q1 2022
Shares held
154.1M
+318.2K (+0.2%) vs. Q1 2022
Total value
$8.86B
−$7.58B (−46.1%) vs. Q1 2022
New holders
79
283 more added
Sold out
209
300 more reduced

13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 793 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 heldQ2 2022: $8.86B
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, Q2 2022

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2022.

Institutions holding DOCU in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Massmutual Trust Co FSB7$00.00%−136−95.1%Reduced
Itau Unibanco Holding S.A.5$00.00%−1−16.7%Reduced
Advocacy Wealth Management Services, LLC5$00.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC6$00.00%−5−45.5%Reduced
First Bank & Trust6$00.00%00.0%Unchanged
Johnson Midwest Financial, LLC5$00.00%00.0%Unchanged
Coastal Capital Group, Inc.5$00.00%00.0%Unchanged
Key Financial Inc7$00.00%00.0%Unchanged
Elequin Capital LP3$00.00%−4−57.1%Reduced
Beaird Harris Wealth Management, LLC8$00.00%00.0%Unchanged
Blume Capital Management, Inc.2$00.00%00.0%Unchanged
Private Ocean, LLC4$00.00%00.0%Unchanged
AllSquare Wealth Management LLC4$00.00%00.0%Unchanged
Horan Securities, Inc.3$00.00%00.0%Unchanged
Investors Research Corp3$00.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.1$00.00%00.0%Unchanged
Sargent Bickham Lagudis LLC4$00.00%+4New
Schubert & Co6$00.00%+6New
Steward Financial Group LLC2$00.00%+2New
Goodwin Investment Advisory1$570.00%00.0%Unchanged
Tucker Asset Management LLC3$1720.00%+3New
Kelly Financial Services LLC4$2300.00%00.0%Unchanged
Credential Qtrade Securities Inc.10$5730.00%+10New
Rockbridge Investment Management, LCC10$5740.00%00.0%Unchanged
Pittenger & Anderson Inc11$1.00K0.00%−1,000−98.9%Reduced
Patriot Financial Group Insurance Agency, LLC18$1.00K0.00%−167−90.3%Reduced
Carmichael Hill & Associates, Inc.25$1.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC26$1.00K0.00%00.0%Unchanged
Ci Investments Inc.24$1.00K0.00%+1+4.3%Added
Arlington Partners LLC17$1.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.20$1.00K0.00%00.0%Unchanged
Fortis Advisors, LLC17$1.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC20$1.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group16$1.00K0.00%+1+6.7%Added
Howe & Rusling Inc20$1.00K0.00%+15+300.0%Added
Annapolis Financial Services, LLC10$1.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC10$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc10$1.00K0.00%+7+233.3%Added
JJJ Advisors Inc.17$1.00K0.00%+17New
Tfo-TDC, LLC13$1.00K0.00%+13New
Avion Wealth20$1.00K0.00%+20New
Heritage Wealth Management, LLC20$1.15K0.00%00.0%Unchanged
Raffa Wealth Management, LLC27$1.55K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.36$2.00K0.00%−386−91.5%Reduced
Loomis Sayles & Co L P38$2.00K0.00%−95−71.4%Reduced
JCIC Asset Management Inc.43$2.00K0.00%00.0%Unchanged
Webster Bank, N. A.35$2.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC34$2.00K0.00%−5−12.8%Reduced
RE Dickinson Investment Advisors, LLC34$2.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP30$2.00K0.00%00.0%Unchanged
Assetmark, Inc28$2.00K0.00%00.0%Unchanged
NVWM, LLC30$2.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC43$2.00K0.00%+18+72.0%Added
Raleigh Capital Management Inc.29$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors31$2.00K0.00%+31New
Private Capital Group, LLC45$3.00K0.00%−41−47.7%Reduced
Westside Investment Management, Inc.69$3.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC55$3.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC47$3.00K0.00%00.0%Unchanged
Costello Asset Management, INC50$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.45$3.00K0.00%00.0%Unchanged
Gibson Wealth Advisors LLC50$3.00K0.00%00.0%Unchanged
Core Alternative Capital51$3.00K0.00%+17+50.0%Added
Total Clarity Wealth Management, Inc.50$3.00K0.00%+50New
Bell Investment Advisors, Inc57$3.00K0.00%+57New
Financial Synergies Wealth Advisors, Inc.53$3.04K0.00%+53New
TD Private Client Wealth LLC58$3.33K0.00%−31−34.8%Reduced
Strategic Asset Management, LLC75$4.00K0.01%−12−13.8%Reduced
Baystate Wealth Management LLC76$4.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC74$4.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC72$4.00K0.00%00.0%Unchanged
Sandy Spring Bank69$4.00K0.00%+4+6.2%Added
TFC Financial Management68$4.00K0.00%00.0%Unchanged
Zullo Investment Group, Inc.71$4.00K0.00%+15+26.8%Added
Mizuho Securities Co. Ltd.28$4.00K0.00%−1−3.4%Reduced
Concord Wealth Partners82$5.00K0.00%−216−72.5%Reduced
Earnest Partners LLC95$5.00K0.00%00.0%Unchanged
Macroview Investment Management LLC91$5.00K0.01%00.0%Unchanged
Logan Capital Management Inc80$5.00K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.81$5.00K0.00%+81New
JFS Wealth Advisors, LLC104$6.00K0.00%−6−5.5%Reduced
HM Payson & Co100$6.00K0.00%00.0%Unchanged
Addison Advisors LLC100$6.00K0.00%00.0%Unchanged
Level Financial Advisors, Inc.105$6.00K0.00%+5+5.0%Added
NewSquare Capital LLC100$6.00K0.00%+100New
PFS Partners, LLC105$6.03K0.01%+105New
Fifth Third Bancorp115$7.00K0.00%−21−15.4%Reduced
Antonetti Capital Management LLC128$7.00K0.01%00.0%Unchanged
Smithfield Trust Co128$7.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC127$7.00K0.00%+12+10.4%Added
Financial Connections Group, Inc.134$7.00K0.01%+134New
Venture Visionary Partners LLC129$7.40K0.00%+129New
Tradition Wealth Management, LLC134$8.00K0.00%−19−12.4%Reduced
Column Capital Advisors, LLC139$8.00K0.00%−4−2.8%Reduced
Harvest Fund Management Co., Ltd142$8.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC140$8.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC140$8.00K0.00%00.0%Unchanged
Ashburton (Jersey) Ltd133$8.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC156$9.00K0.00%−4−2.5%Reduced
Laurel Wealth Advisors LLC150$9.00K0.00%−7−4.5%Reduced