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 |
|---|---|---|---|---|---|
| Titleist Asset Management, Ltd. | 8,490 | $487.0K | 0.12% | +5,902+228.1% | Added |
| Donoghue Forlines LLC | 8,391 | $481.0K | 0.13% | +930+12.5% | Added |
| Lattice Capital Management, LLC | 7,760 | $479.0K | 0.88% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,381 | $478.0K | 0.01% | −12,753−60.3% | Reduced |
| Ocean Capital Management, LLC | 8,340 | $475.0K | 0.26% | +882+11.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,250 | $473.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 8,252 | $473.0K | 0.37% | +360+4.6% | Added |
| Hilltop Holdings Inc. | 8,187 | $470.0K | 0.06% | +3,778+85.7% | Added |
| Redmond Asset Management, LLC | 8,038 | $461.0K | 0.17% | +14+0.2% | Added |
| Ethic Inc. | 7,872 | $452.0K | 0.03% | −2,283−22.5% | Reduced |
| Hollencrest Capital Management | 7,839 | $450.0K | 0.05% | −1,877−19.3% | Reduced |
| Banque Cantonale Vaudoise | 7,768 | $446.0K | 0.02% | −53−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 7,757 | $445.7K | 0.01% | +2,653+52.0% | Added |
| Laurel Wealth Advisors, Inc. | 7,730 | $444.0K | 0.05% | +2,037+35.8% | Added |
| Edge Capital Group, LLC | 1,025 | $437.0K | 0.04% | −1,716−62.6% | Reduced |
| Commerce Bank | 7,494 | $430.0K | 0.00% | +4,617+160.5% | Added |
| CIBC World Markets Inc. | 7,451 | $428.0K | 0.00% | −4,640−38.4% | Reduced |
| Wealthcare Advisory Partners LLC | 7,377 | $423.0K | 0.03% | −2,551−25.7% | Reduced |
| Verition Fund Management LLC | 7,294 | $419.0K | 0.01% | +1,162+18.9% | Added |
| Sigma Planning Corp | 7,238 | $415.0K | 0.02% | −3,182−30.5% | Reduced |
| WSFS Capital Management, LLC | 7,215 | $414.0K | 0.14% | +2,857+65.6% | Added |
| NuWave Investment Management, LLC | 7,163 | $411.0K | 0.55% | +1,081+17.8% | Added |
| Equitable Holdings, Inc. | 7,126 | $409.0K | 0.01% | +1,296+22.2% | Added |
| Manchester Financial Inc | 7,075 | $406.0K | 0.16% | +560+8.6% | Added |
| Geneos Wealth Management Inc. | 6,627 | $405.0K | 0.02% | +3,822+136.3% | Added |
| Clearline Capital LP | 7,009 | $402.0K | 0.06% | +7,009 | New |
| 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 |
| 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 |
| Compass Financial Advisors LLC | 6,880 | $395.0K | 0.54% | +1,443+26.5% | Added |
| Lido Advisors, LLC | 6,831 | $391.0K | 0.01% | +842+14.1% | Added |
| Baker Avenue Asset Management, LP | 6,755 | $388.0K | 0.03% | −47,762−87.6% | Reduced |
| Precision Wealth Strategies, LLC | 6,185 | $382.0K | 0.30% | +1,510+32.3% | Added |
| Keebeck Alpha, LP | 6,637 | $381.0K | 0.17% | +2,516+61.1% | Added |
| Comprehensive Financial Management LLC | 6,593 | $378.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,551 | $376.0K | 0.04% | −723−9.9% | Reduced |
| CWM, LLC | 6,424 | $369.0K | 0.00% | −517−7.4% | Reduced |
| Parkwood LLC | 6,416 | $368.0K | 0.07% | +4,220+192.2% | Added |
| Redpoint Investment Management Pty Ltd | 6,402 | $367.0K | 0.04% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 6,381 | $366.0K | 0.15% | −2,877−31.1% | Reduced |
| Valeo Financial Advisors, LLC | 6,299 | $361.0K | 0.02% | −64−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,190 | $355.0K | 0.09% | −4,500−42.1% | Reduced |
| Snowden Capital Advisors LLC | 6,080 | $348.0K | 0.02% | +3,159+108.1% | Added |
| Personal Cfo Solutions, LLC | 6,009 | $345.0K | 0.08% | −528−8.1% | Reduced |
| Proficio Capital Partners LLC | 5,985 | $343.0K | 0.06% | +314+5.5% | Added |
| Souders Financial Advisors | 5,921 | $340.0K | 0.10% | −82−1.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,876 | $337.0K | 0.01% | −1,014−14.7% | Reduced |
| 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 |
| Keybank National Association | 5,771 | $331.0K | 0.00% | +88+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,743 | $330.0K | 0.02% | +243+4.4% | Added |
| Titus Wealth Management | 5,666 | $325.0K | 0.16% | +1,275+29.0% | Added |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 5,620 | $322.0K | 0.02% | −163−2.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,595 | $321.0K | 0.00% | +5,595 | New |
| Wetherby Asset Management Inc | 5,580 | $320.0K | 0.02% | +258+4.8% | 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 |
| 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 |
| 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 |
| Sigma Investment Counselors Inc | 5,337 | $306.0K | 0.02% | −6,263−54.0% | 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 |
| Artemis Investment Management LLP | 5,272 | $303.0K | 0.00% | −2,746−34.2% | Reduced |
| Gleason Group, Inc. | 5,264 | $302.0K | 0.10% | +250+5.0% | Added |
| Marathon Trading Investment Management LLC | 5,200 | $298.0K | 0.17% | −1,700−24.6% | Reduced |
| Intersect Capital LLC | 5,165 | $296.0K | 0.09% | −23−0.4% | Reduced |
| Central Trust Co | 5,125 | $294.0K | 0.01% | −333−6.1% | Reduced |
| Financial Partners Group, Inc | 5,052 | $290.0K | 0.07% | −420−7.7% | Reduced |
| 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 |
| Wiley Bros.-Aintree Capital, LLC | 5,025 | $288.0K | 0.17% | +135+2.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,996 | $287.0K | 0.13% | −2,029−28.9% | Reduced |
| 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 |
| Rehmann Capital Advisory Group | 4,815 | $276.3K | 0.03% | +1,057+28.1% | Added |
| Annex Advisory Services, LLC | 4,798 | $275.0K | 0.02% | +4,798 | New |
| GoalVest Advisory LLC | 4,194 | $274.0K | 0.17% | −31−0.7% | Reduced |
| JT Stratford LLC | 4,763 | $273.0K | 0.09% | −21,789−82.1% | Reduced |
| Meridian Wealth Advisors, LLC | 4,729 | $271.0K | 0.07% | +324+7.4% | Added |
| TD Waterhouse Canada Inc. | 4,352 | $270.6K | 0.00% | +3,694+561.4% | Added |
| Copperwynd Financial, LLC | 4,712 | $270.0K | 0.16% | −232−4.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,693 | $269.0K | 0.17% | −131−2.7% | Reduced |
| Rodgers Brothers Inc. | 4,650 | $267.0K | 0.05% | +950+25.7% | Added |
| Boenning & Scattergood, Inc. | 4,644 | $266.0K | 0.05% | −1,155−19.9% | Reduced |
| Vestcor Inc | 4,603 | $264.0K | 0.01% | +1,493+48.0% | Added |
| Perfromance Wealth Partners, LLC | 4,479 | $257.0K | 0.01% | −30−0.7% | Reduced |
| GWM Advisors LLC | 4,470 | $256.0K | 0.00% | +4,470 | New |
| Tortoise Index Solutions, LLC | 4,438 | $255.0K | 0.05% | +231+5.5% | Added |
| Motley Fool Asset Management LLC | 3,900 | $255.0K | 0.02% | +3,900 | New |
| Empowered Funds, LLC | 4,449 | $255.0K | 0.03% | +4,449 | New |
| Raymond James Trust N.A. | 4,405 | $253.0K | 0.01% | +199+4.7% | Added |
| Malaga Cove Capital, LLC | 4,415 | $252.0K | 0.14% | +1,840+71.5% | Added |
| Granite Bay Wealth Management, LLC | 4,366 | $251.0K | 0.19% | +329+8.1% | Added |