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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 38,400 | $2.20M | 0.29% | +10,727+38.8% | Added |
| Kayak Investment Partners LLC | 38,000 | $2.18M | 4.15% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 37,712 | $2.16M | 0.83% | −3,201−7.8% | Reduced |
| Vontobel Holding Ltd. | 34,208 | $2.09M | 0.02% | −29,746−46.5% | Reduced |
| Ceera Investments, LLC | 36,350 | $2.09M | 1.19% | +10,948+43.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,964 | $2.06M | 0.02% | −2,870−7.4% | Reduced |
| Paradiem, LLC | 35,699 | $2.05M | 0.77% | +15,009+72.5% | Added |
| PFS Investments Inc. | 35,200 | $2.02M | 0.04% | −766−2.1% | Reduced |
| Gulf International Bank (UK) Ltd | 32,974 | $2.01M | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 35,005 | $2.01M | 0.02% | −1,582−4.3% | Reduced |
| New York Life Investment Management LLC | 34,996 | $2.01M | 0.02% | +34,996 | New |
| Utah Retirement Systems | 34,587 | $1.98M | 0.03% | +200+0.6% | Added |
| Public Employees Retirement Association of Colorado | 33,776 | $1.94M | 0.01% | −99−0.3% | Reduced |
| IMA Wealth, Inc. | 33,568 | $1.93M | 0.47% | +7,118+26.9% | Added |
| Washington Trust Advisors, Inc. | 33,262 | $1.91M | 0.17% | −2,187−6.2% | Reduced |
| Meridian Investment Counsel Inc. | 33,138 | $1.90M | 0.78% | +683+2.1% | Added |
| Credit Agricole S A | 33,049 | $1.90M | 0.08% | −10,794−24.6% | Reduced |
| KBC Group NV | 32,565 | $1.87M | 0.01% | +2,205+7.3% | Added |
| LMR Partners LLP | 32,011 | $1.84M | 0.04% | +32,011 | New |
| MUFG Securities EMEA plc | 31,807 | $1.82M | 0.04% | +23,109+265.7% | Added |
| Principal Financial Group Inc | 31,745 | $1.82M | 0.00% | +7,895+33.1% | Added |
| FourThought Financial, LLC | 31,535 | $1.81M | 0.26% | +7,723+32.4% | Added |
| IFM Investors Pty Ltd | 31,409 | $1.80M | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 31,125 | $1.79M | 0.01% | −3,490−10.1% | Reduced |
| Patten & Patten Inc | 31,059 | $1.78M | 0.16% | −1,554−4.8% | Reduced |
| Orion Portfolio Solutions, LLC | 30,973 | $1.78M | 0.07% | −1,332−4.1% | Reduced |
| APG Asset Management N.V. | 32,332 | $1.77M | 0.00% | +23,515+266.7% | Added |
| DnB Asset Management AS | 30,615 | $1.76M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 30,543 | $1.75M | 0.01% | −9,591−23.9% | Reduced |
| Freestone Capital Holdings, LLC | 29,958 | $1.72M | 0.07% | −2,459−7.6% | Reduced |
| Daiwa Securities Group Inc. | 19,970 | $1.70M | 0.01% | +582+3.0% | Added |
| Three Bridge Wealth Advisors, LLC | 29,382 | $1.69M | 0.83% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29,303 | $1.68M | 0.15% | +4,431+17.8% | Added |
| Cetera Advisor Networks LLC | 28,936 | $1.66M | 0.02% | +902+3.2% | Added |
| Allianz Asset Management GmbH | 28,463 | $1.63M | 0.00% | −44,861−61.2% | Reduced |
| DekaBank Deutsche Girozentrale | 26,728 | $1.60M | 0.00% | −55,865−67.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 27,861 | $1.60M | 0.09% | +6,743+31.9% | Added |
| Ambassador Advisors, LLC | 27,661 | $1.59M | 0.36% | +8,122+41.6% | Added |
| Duality Advisers, LP | 27,506 | $1.58M | 0.16% | +27,506 | New |
| Janus Henderson Group PLC | 26,513 | $1.52M | 0.00% | −13,509−33.8% | Reduced |
| Profund Advisors LLC | 26,423 | $1.52M | 0.10% | −7,161−21.3% | Reduced |
| Equitable Trust Co | 26,245 | $1.50M | 0.11% | −225−0.9% | Reduced |
| Scotia Capital Inc. | 25,910 | $1.49M | 0.01% | +5,317+25.8% | Added |
| Creative Planning | 25,907 | $1.49M | 0.00% | +7,995+44.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,893 | $1.49M | 0.01% | +7,989+44.6% | Added |
| Brighton Jones LLC | 25,869 | $1.48M | 0.09% | +3,352+14.9% | Added |
| Quantinno Capital Management LP | 25,768 | $1.48M | 0.21% | +14,058+120.1% | Added |
| Icon Wealth Partners, LLC | 25,387 | $1.46M | 0.17% | +2,760+12.2% | Added |
| Man Group plc | – | $1.45M | 0.01% | – | – |
| Independent Advisor Alliance | 24,970 | $1.43M | 0.08% | −14,952−37.5% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 24,926 | $1.43M | 1.12% | −1,219−4.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 24,818 | $1.42M | 0.88% | +24,818 | New |
| Alps Advisors Inc | 24,140 | $1.39M | 0.01% | +24,140 | New |
| CTC LLC | 24,026 | $1.38M | 0.08% | +24,026 | New |
| US Bancorp | 23,935 | $1.37M | 0.00% | −4,826−16.8% | Reduced |
| Tower Research Capital LLC (TRC) | 23,155 | $1.33M | 0.03% | −12,984−35.9% | Reduced |
| Standard Life Aberdeen plc | 23,110 | $1.33M | 0.00% | +539+2.4% | Added |
| Xponance, Inc. | 23,117 | $1.33M | 0.03% | +981+4.4% | Added |
| Russell Investments Group, Ltd. | 22,768 | $1.31M | 0.00% | +5,401+31.1% | Added |
| Advisory Services Network, LLC | 22,778 | $1.31M | 0.04% | −1,390−5.8% | Reduced |
| British Columbia Investment Management Corp | 22,751 | $1.30M | 0.01% | −7,614−25.1% | Reduced |
| D.A. Davidson & Co. | 22,627 | $1.30M | 0.02% | −5,448−19.4% | Reduced |
| Virtu Financial LLC | 22,152 | $1.27M | 0.11% | +22,152 | New |
| Achmea Investment Management B.V. | 22,144 | $1.27M | 0.04% | +3,371+18.0% | Added |
| Amalgamated Bank | 21,976 | $1.26M | 0.01% | +33+0.2% | Added |
| Twin Lakes Capital Management, LLC | 23,983 | $1.21M | 0.88% | +7,515+45.6% | Added |
| Greenwich Wealth Management LLC | 21,113 | $1.21M | 0.16% | +21,113 | New |
| Nelson Capital Management, LLC | 20,424 | $1.17M | 0.32% | −22,578−52.5% | Reduced |
| Truist Financial Corp | 20,375 | $1.17M | 0.00% | −5,188−20.3% | Reduced |
| Ropes Wealth Advisors LLC | 20,349 | $1.17M | 0.24% | 00.0% | Unchanged |
| Ieq Capital, LLC | 20,241 | $1.16M | 0.04% | −177−0.9% | Reduced |
| Pinnacle Associates Ltd | 20,154 | $1.16M | 0.03% | −22,225−52.4% | Reduced |
| Regions Financial Corp | 19,925 | $1.14M | 0.01% | −810−3.9% | Reduced |
| Sciencast Management LP | 18,210 | $1.14M | 0.26% | +18,210 | New |
| Mariner, LLC | 19,738 | $1.13M | 0.00% | −666−3.3% | Reduced |
| Weatherly Asset Management L. P. | 19,665 | $1.13M | 0.16% | −617−3.0% | Reduced |
| Westpac Banking Corp | 19,279 | $1.11M | 0.01% | −18,971−49.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,974 | $1.09M | 0.14% | +185+1.0% | Added |
| HighPoint Advisor Group LLC | 16,793 | $1.08M | 0.12% | +16,793 | New |
| Canvas Wealth Advisors, LLC | 18,654 | $1.07M | 0.43% | −13,810−42.5% | Reduced |
| AlphaCrest Capital Management LLC | 18,456 | $1.06M | 0.05% | +14,885+416.8% | Added |
| Caption Management, LLC | 18,400 | $1.06M | 0.10% | +18,400 | New |
| Intellectus Partners, LLC | 17,850 | $1.02M | 0.35% | +3,910+28.0% | Added |
| V Wealth Advisors LLC | 17,470 | $1.00M | 0.19% | +7,929+83.1% | Added |
| Pinebridge Investments, L.P. | 17,414 | $999.0K | 0.01% | −4,242−19.6% | Reduced |
| Bridgewater Associates, LP | 17,275 | $991.0K | 0.00% | +17,275 | New |
| Shelton Capital Management | 17,109 | $982.0K | 0.04% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 16,946 | $972.0K | 0.68% | +16,946 | New |
| Bokf, NA | 16,928 | $971.0K | 0.02% | −314−1.8% | Reduced |
| Sit Investment Associates Inc | 16,880 | $969.0K | 0.03% | −25,140−59.8% | Reduced |
| Financial Advocates Investment Management | 16,713 | $959.0K | 0.08% | −366−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 16,271 | $934.0K | 0.02% | +6,901+73.6% | Added |
| Financial Consulate, Inc | 15,849 | $909.0K | 0.43% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 15,598 | $895.0K | 0.03% | +127+0.8% | Added |
| Marshall Wace, LLP | 15,500 | $889.0K | 0.00% | −96,537−86.2% | Reduced |
| American International Group, Inc. | 15,299 | $878.0K | 0.01% | −405−2.6% | Reduced |
| Karani Asset Management LLC | 15,133 | $868.0K | 0.80% | −7,647−33.6% | Reduced |
| Werlinich Asset Management, LLC | 15,117 | $867.4K | 0.81% | −685−4.3% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $861.0K | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,883 | $854.0K | 0.05% | −151−1.0% | Reduced |