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, 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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 4,650 | $267.0K | 0.05% | +950+25.7% | Added |
| Newbridge Financial Services Group, Inc. | 4,693 | $269.0K | 0.17% | −131−2.7% | Reduced |
| Copperwynd Financial, LLC | 4,712 | $270.0K | 0.16% | −232−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 4,352 | $270.6K | 0.00% | +3,694+561.4% | Added |
| Meridian Wealth Advisors, LLC | 4,729 | $271.0K | 0.07% | +324+7.4% | Added |
| JT Stratford LLC | 4,763 | $273.0K | 0.09% | −21,789−82.1% | Reduced |
| GoalVest Advisory LLC | 4,194 | $274.0K | 0.17% | −31−0.7% | Reduced |
| Annex Advisory Services, LLC | 4,798 | $275.0K | 0.02% | +4,798 | New |
| Rehmann Capital Advisory Group | 4,815 | $276.3K | 0.03% | +1,057+28.1% | Added |
| Atria Wealth Solutions, Inc. | 4,823 | $277.0K | 0.01% | −5,704−54.2% | Reduced |
| Legacy Advisors, LLC | 4,821 | $277.0K | 0.06% | +37+0.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,996 | $287.0K | 0.13% | −2,029−28.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,025 | $288.0K | 0.17% | +135+2.8% | Added |
| Avestar Capital, LLC | 5,033 | $289.0K | 0.08% | −1,484−22.8% | Reduced |
| Roberts Glore & Co Inc | 5,045 | $289.0K | 0.10% | +375+8.0% | Added |
| Financial Partners Group, Inc | 5,052 | $290.0K | 0.07% | −420−7.7% | Reduced |
| Central Trust Co | 5,125 | $294.0K | 0.01% | −333−6.1% | Reduced |
| Intersect Capital LLC | 5,165 | $296.0K | 0.09% | −23−0.4% | Reduced |
| Marathon Trading Investment Management LLC | 5,200 | $298.0K | 0.17% | −1,700−24.6% | Reduced |
| Gleason Group, Inc. | 5,264 | $302.0K | 0.10% | +250+5.0% | Added |
| Artemis Investment Management LLP | 5,272 | $303.0K | 0.00% | −2,746−34.2% | Reduced |
| Apollon Wealth Management, LLC | 5,291 | $304.0K | 0.03% | +254+5.0% | Added |
| Clarus Group, Inc. | 5,296 | $304.0K | 0.25% | +2,500+89.4% | Added |
| Sigma Investment Counselors Inc | 5,337 | $306.0K | 0.02% | −6,263−54.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,370 | $308.0K | 0.02% | −160,485−96.8% | Reduced |
| Bristlecone Advisors, LLC | 5,361 | $308.0K | 0.04% | −1,054−16.4% | Reduced |
| Kovack Advisors, Inc. | 5,385 | $309.0K | 0.04% | −852−13.7% | Reduced |
| Kestra Private Wealth Services, LLC | 5,389 | $309.0K | 0.02% | −385−6.7% | Reduced |
| Silvant Capital Management LLC | 5,387 | $309.0K | 0.07% | +7+0.1% | Added |
| Northeast Financial Consultants Inc | 5,525 | $317.0K | 0.02% | −6,622−54.5% | Reduced |
| IHT Wealth Management, LLC | 5,533 | $317.0K | 0.03% | −98−1.7% | Reduced |
| Bailard, Inc. | 5,519 | $317.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,580 | $320.0K | 0.02% | +258+4.8% | Added |
| Caisse de Depot Et Placement du Quebec | 5,595 | $321.0K | 0.00% | +5,595 | New |
| Benjamin F. Edwards & Company, Inc. | 5,620 | $322.0K | 0.02% | −163−2.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,628 | $323.0K | 0.05% | −5,425−49.1% | Reduced |
| Purus Wealth Management, LLC | 5,627 | $323.0K | 0.29% | −26−0.5% | Reduced |
| Titus Wealth Management | 5,666 | $325.0K | 0.16% | +1,275+29.0% | Added |
| Prime Capital Investment Advisors, LLC | 5,743 | $330.0K | 0.02% | +243+4.4% | Added |
| Keybank National Association | 5,771 | $331.0K | 0.00% | +88+1.5% | Added |
| GFG Capital, LLC | 5,780 | $332.0K | 0.10% | +1,354+30.6% | Added |
| Pacer Advisors, Inc. | 5,792 | $332.0K | 0.00% | +5,792 | New |
| Meiji Yasuda Life Insurance Co | 5,876 | $337.0K | 0.01% | −1,014−14.7% | Reduced |
| Souders Financial Advisors | 5,921 | $340.0K | 0.10% | −82−1.4% | Reduced |
| Proficio Capital Partners LLC | 5,985 | $343.0K | 0.06% | +314+5.5% | Added |
| Personal Cfo Solutions, LLC | 6,009 | $345.0K | 0.08% | −528−8.1% | Reduced |
| Snowden Capital Advisors LLC | 6,080 | $348.0K | 0.02% | +3,159+108.1% | Added |
| Sompo Asset Management Co., Ltd. | 6,190 | $355.0K | 0.09% | −4,500−42.1% | Reduced |
| Valeo Financial Advisors, LLC | 6,299 | $361.0K | 0.02% | −64−1.0% | Reduced |
| Jackson Square Capital, LLC | 6,381 | $366.0K | 0.15% | −2,877−31.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,402 | $367.0K | 0.04% | 00.0% | Unchanged |
| Parkwood LLC | 6,416 | $368.0K | 0.07% | +4,220+192.2% | Added |
| CWM, LLC | 6,424 | $369.0K | 0.00% | −517−7.4% | Reduced |
| Centaurus Financial, Inc. | 6,551 | $376.0K | 0.04% | −723−9.9% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $378.0K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 6,637 | $381.0K | 0.17% | +2,516+61.1% | Added |
| Precision Wealth Strategies, LLC | 6,185 | $382.0K | 0.30% | +1,510+32.3% | Added |
| Baker Avenue Asset Management, LP | 6,755 | $388.0K | 0.03% | −47,762−87.6% | Reduced |
| Lido Advisors, LLC | 6,831 | $391.0K | 0.01% | +842+14.1% | Added |
| Compass Financial Advisors LLC | 6,880 | $395.0K | 0.54% | +1,443+26.5% | Added |
| Flagship Harbor Advisors, LLC | 6,895 | $396.0K | 0.04% | −1,418−17.1% | Reduced |
| Arden Trust Co | 6,916 | $396.0K | 0.09% | −41−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 6,968 | $400.0K | 0.01% | −882−11.2% | Reduced |
| Advisor Resource Council | 6,963 | $400.0K | 0.04% | +3,313+90.8% | Added |
| Clearline Capital LP | 7,009 | $402.0K | 0.06% | +7,009 | New |
| Geneos Wealth Management Inc. | 6,627 | $405.0K | 0.02% | +3,822+136.3% | Added |
| Manchester Financial Inc | 7,075 | $406.0K | 0.16% | +560+8.6% | Added |
| Equitable Holdings, Inc. | 7,126 | $409.0K | 0.01% | +1,296+22.2% | Added |
| NuWave Investment Management, LLC | 7,163 | $411.0K | 0.55% | +1,081+17.8% | Added |
| WSFS Capital Management, LLC | 7,215 | $414.0K | 0.14% | +2,857+65.6% | Added |
| Sigma Planning Corp | 7,238 | $415.0K | 0.02% | −3,182−30.5% | Reduced |
| Verition Fund Management LLC | 7,294 | $419.0K | 0.01% | +1,162+18.9% | Added |
| Wealthcare Advisory Partners LLC | 7,377 | $423.0K | 0.03% | −2,551−25.7% | Reduced |
| CIBC World Markets Inc. | 7,451 | $428.0K | 0.00% | −4,640−38.4% | Reduced |
| Commerce Bank | 7,494 | $430.0K | 0.00% | +4,617+160.5% | Added |
| Edge Capital Group, LLC | 1,025 | $437.0K | 0.04% | −1,716−62.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,730 | $444.0K | 0.05% | +2,037+35.8% | Added |
| Swiss Life Asset Management Ltd | 7,757 | $445.7K | 0.01% | +2,653+52.0% | Added |
| Banque Cantonale Vaudoise | 7,768 | $446.0K | 0.02% | −53−0.7% | Reduced |
| Hollencrest Capital Management | 7,839 | $450.0K | 0.05% | −1,877−19.3% | Reduced |
| Ethic Inc. | 7,872 | $452.0K | 0.03% | −2,283−22.5% | Reduced |
| Redmond Asset Management, LLC | 8,038 | $461.0K | 0.17% | +14+0.2% | Added |
| Hilltop Holdings Inc. | 8,187 | $470.0K | 0.06% | +3,778+85.7% | Added |
| Ridgewood Investments LLC | 8,252 | $473.0K | 0.37% | +360+4.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,250 | $473.4K | 0.00% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 8,340 | $475.0K | 0.26% | +882+11.8% | Added |
| Beacon Pointe Advisors, LLC | 8,381 | $478.0K | 0.01% | −12,753−60.3% | Reduced |
| Lattice Capital Management, LLC | 7,760 | $479.0K | 0.88% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 8,391 | $481.0K | 0.13% | +930+12.5% | Added |
| Titleist Asset Management, Ltd. | 8,490 | $487.0K | 0.12% | +5,902+228.1% | Added |
| Private Advisor Group, LLC | 8,769 | $503.0K | 0.00% | −7,122−44.8% | Reduced |
| Benchmark Investment Advisors LLC | 8,795 | $505.0K | 0.53% | −2,892−24.7% | Reduced |
| B. Riley Wealth Management, Inc. | 8,822 | $506.0K | 0.05% | +1,978+28.9% | Added |
| Toroso Investments, LLC | 8,843 | $507.0K | 0.02% | +4,610+108.9% | Added |
| Zeke Capital Advisors, LLC | 8,867 | $509.0K | 0.03% | −8,212−48.1% | Reduced |
| Prudential Financial Inc | 8,495 | $513.0K | 0.00% | +1,308+18.2% | Added |
| LaFleur & Godfrey LLC | 8,954 | $514.0K | 0.08% | −1,440−13.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,965 | $514.0K | 0.03% | +164+1.9% | Added |
| Mercer Global Advisors Inc | 8,964 | $515.0K | 0.00% | +4,335+93.6% | Added |
| The PNC Financial Services Group, Inc. | 9,003 | $516.0K | 0.00% | −798−8.1% | Reduced |