Skip to main content

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
Van Hulzen Asset Management, LLC14,872$853.0K0.10%−633−4.1%Reduced
Maryland State Retirement & Pension System14,800$849.0K0.03%00.0%Unchanged
Hamilton Lane Advisors LLC14,565$836.0K0.32%00.0%Unchanged
Candriam Luxembourg S.C.A.14,372$825.0K0.01%−83,308−85.3%Reduced
Caas Capital Management LP14,368$824.0K0.11%+7,400+106.2%Added
Roberts Wealth Advisors, LLC12,374$822.0K0.36%+709+6.1%Added
Pearl River Capital, LLC14,298$820.0K0.19%+14,298New
Shell Asset Management Co14,246$817.0K0.02%+827+6.2%Added
Steward Partners Investment Advisory, LLC14,169$813.0K0.01%−66−0.5%Reduced
Paloma Partners Management Co14,100$809.0K0.08%+14,100New
Fox Run Management, L.L.C.14,068$807.0K0.40%+14,068New
Beacon Investment Advisory Services, Inc.13,884$797.0K0.04%−447−3.1%Reduced
American Portfolios Advisors13,861$795.3K0.03%−836−5.7%Reduced
Venturi Wealth Management, LLC13,707$787.0K0.07%+30+0.2%Added
Echo Street Capital Management LLC13,676$785.0K0.01%+11,269+468.2%Added
CMT Capital Markets Trading GmbH13,521$775.0K0.46%+3,701+37.7%Added
Nisa Investment Advisors, LLC13,500$775.0K0.01%+9,820+266.8%Added
Essex LLC13,455$772.0K0.24%−586−4.2%Reduced
Avantax Advisory Services, Inc.13,423$770.0K0.01%+26+0.2%Added
Ameritas Advisory Services, LLC13,368$767.0K0.04%+3,661+37.7%Added
Impax Asset Management Group plc13,347$766.0K0.00%+260+2.0%Added
Baader Bank INC13,200$758.0K0.08%+5,000+61.0%Added
Gladstone Institutional Advisory LLC13,110$752.0K0.06%+10,029+325.5%Added
Bennett Selby Investments LP13,007$746.0K0.57%−1,516−10.4%Reduced
Mutual Advisors, LLC13,009$746.0K0.05%+265+2.1%Added
Lombard Odier Asset Management (Europe) Ltd12,948$743.0K0.04%+12,948New
Wolverine Trading, LLC12,011$733.0K0.02%−1,969−14.1%Reduced
Algert Global LLC12,725$730.0K0.05%+4,687+58.3%Added
Strategic Wealth Advisors Group, LLC10,856$723.0K0.03%+10,856New
Sumitomo Mitsui DS Asset Management Company, Ltd12,512$718.0K0.02%+1,953+18.5%Added
Resonant Capital Advisors, LLC12,442$714.0K0.11%−125−1.0%Reduced
Fishman Jay A Ltd12,425$712.9K0.10%00.0%Unchanged
Parallel Advisors, LLC12,350$709.0K0.03%−4,014−24.5%Reduced
MAI Capital Management12,352$709.0K0.01%−637−4.9%Reduced
Acorn Financial Advisory Services Inc12,275$704.0K0.17%−1,877−13.3%Reduced
Captrust Financial Advisors12,265$704.0K0.00%+2,113+20.8%Added
MetLife Investment Management12,249$702.8K0.01%−235−1.9%Reduced
NewEdge Wealth, LLC12,111$695.0K0.03%+4,107+51.3%Added
U.S. Capital Wealth Advisors, LLC12,088$694.0K0.03%−1,670−12.1%Reduced
Covington Capital Management11,925$690.0K0.03%−405−3.3%Reduced
Industrial Alliance Investment Management Inc.11,992$688.0K0.02%+596+5.2%Added
Louisiana State Employees Retirement System10,700$686.0K0.02%+100+0.9%Added
Tran Capital Management, L.P.11,919$684.0K0.08%−1,405−10.5%Reduced
B. Metzler seel. Sohn & Co. AG11,886$682.0K0.01%+2,945+32.9%Added
Western Wealth Management, LLC11,923$680.0K0.04%−640−5.1%Reduced
Independent Financial Group, LLC11,660$669.1K0.07%+1,178+11.2%Added
Modus Advisors, LLC11,611$666.0K0.34%−84−0.7%Reduced
Bradley Mark J.11,565$664.0K0.60%+5,385+87.1%Added
Bouvel Investment Partners, LLC11,200$643.0K0.48%+284+2.6%Added
Two Sigma Securities, LLC11,200$643.0K0.11%+5,211+87.0%Added
XTX Topco Ltd11,172$641.0K0.26%+3,604+47.6%Added
CIBC World Markets Corp11,140$639.0K0.01%+5,412+94.5%Added
Surevest, LLC11,012$632.0K0.17%+4,885+79.7%Added
NEIRG Wealth Management, LLC10,786$619.0K0.14%+993+10.1%Added
Walleye Capital LLC10,781$619.0K0.02%+10,781New
Lazard Asset Management LLC10,763$617.0K0.00%−56,914−84.1%Reduced
Green Alpha Advisors, LLC10,759$617.0K0.14%+5,993+125.7%Added
Resolute Partners Group10,732$616.0K0.06%00.0%Unchanged
Harvest Volatility Management LLC10,718$615.0K0.10%−1,334−11.1%Reduced
Graham Capital Management, L.P.10,714$614.0K0.03%+1,184+12.4%Added
Aspiriant, LLC10,574$607.0K0.03%+27+0.3%Added
Cetera Advisors LLC10,416$598.0K0.01%−2,104−16.8%Reduced
M&T Bank Corp10,621$598.0K0.00%+1,014+10.6%Added
FinTrust Capital Advisors, LLC9,226$595.0K0.15%+671+7.8%Added
Cetera Investment Advisers10,331$593.0K0.01%−304−2.9%Reduced
Cresset Asset Management, LLC10,879$590.0K0.01%−405−3.6%Reduced
Canandaigua National Corp10,254$588.0K0.10%−223−2.1%Reduced
HAP Trading, LLC10,170$584.0K0.07%+10,170New
Cutler Group LP10,135$581.0K0.08%−3,203−24.0%Reduced
Laird Norton Trust Company, LLC10,116$580.0K0.07%−57,359−85.0%Reduced
Bank Julius Baer & Co. Ltd, Zurich10,058$577.0K0.00%−190−1.9%Reduced
Neuberger Berman Group LLC10,005$574.0K0.00%−41,561−80.6%Reduced
Quattro Financial Advisors LLC10,000$574.0K0.20%−1,700−14.5%Reduced
China Universal Asset Management Co., Ltd.10,000$574.0K0.24%00.0%Unchanged
Wrapmanager Inc9,954$571.0K0.18%−416−4.0%Reduced
Davenport & Co LLC9,911$569.0K0.00%−293−2.9%Reduced
National Asset Management, Inc.9,860$567.0K0.02%−5,016−33.7%Reduced
Gsa Capital Partners LLP9,695$556.0K0.08%+7,328+309.6%Added
Stokes Family Office, LLC9,568$549.0K0.07%+510+5.6%Added
Prospera Financial Services Inc9,559$548.0K0.03%+830+9.5%Added
Exchange Traded Concepts, LLC9,518$546.0K0.02%+1,160+13.9%Added
Federation des caisses Desjardins du Quebec9,474$543.6K0.01%+4,529+91.6%Added
Synergy Financial Group, LTD9,431$541.0K0.85%−33−0.3%Reduced
1776 Wealth LLC9,409$540.0K0.38%−100−1.1%Reduced
Tredje AP-fonden9,333$536.0K0.01%00.0%Unchanged
Jennison Associates LLC9,327$535.0K0.00%+9,327New
Vident Investment Advisory, LLC9,355$532.0K0.02%−6,298−40.2%Reduced
E. Ohman J:or Asset Management AB9,200$527.9K0.02%00.0%Unchanged
JustInvest LLC9,106$523.0K0.02%+2,643+40.9%Added
Bollard Group LLC9,053$519.0K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.9,003$516.0K0.00%−798−8.1%Reduced
Mercer Global Advisors Inc8,964$515.0K0.00%+4,335+93.6%Added
LaFleur & Godfrey LLC8,954$514.0K0.08%−1,440−13.9%Reduced
Meiji Yasuda Asset Management Co Ltd.8,965$514.0K0.03%+164+1.9%Added
Prudential Financial Inc8,495$513.0K0.00%+1,308+18.2%Added
Zeke Capital Advisors, LLC8,867$509.0K0.03%−8,212−48.1%Reduced
Toroso Investments, LLC8,843$507.0K0.02%+4,610+108.9%Added
B. Riley Wealth Management, Inc.8,822$506.0K0.05%+1,978+28.9%Added
Benchmark Investment Advisors LLC8,795$505.0K0.53%−2,892−24.7%Reduced
Private Advisor Group, LLC8,769$503.0K0.00%−7,122−44.8%Reduced