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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 1,094 | $63.0K | 0.02% | −1,209−52.5% | Reduced |
| City State Bank | 1,029 | $59.0K | 0.04% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,010 | $58.0K | 0.01% | +860+573.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,000 | $57.0K | 0.01% | −20−2.0% | Reduced |
| Caz Investments LP | 1,000 | $57.0K | 0.18% | +500+100.0% | Added |
| River & Mercantile Investments Ltd | 974 | $55.0K | 0.02% | −557−36.4% | Reduced |
| EverSource Wealth Advisors, LLC | 972 | $55.0K | 0.01% | +633+186.7% | Added |
| Financial Perspectives, Inc | 944 | $54.2K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 920 | $53.0K | 0.00% | −297−24.4% | Reduced |
| Penserra Capital Management LLC | 927 | $53.0K | 0.00% | +17+1.9% | Added |
| Sierra Capital LLC | 875 | $50.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 880 | $50.0K | 0.03% | +880 | New |
| Private Trust Co NA | 842 | $48.0K | 0.01% | +842 | New |
| Harel Insurance Investments & Financial Services Ltd. | 797 | $46.0K | 0.00% | −357−30.9% | Reduced |
| Rise Advisors, LLC | 807 | $46.0K | 0.05% | +20+2.5% | Added |
| Wagner Wealth Management, LLC | 761 | $44.0K | 0.04% | +761 | New |
| Rosenberg Matthew Hamilton | 700 | $43.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 760 | $43.0K | 0.00% | +400+111.1% | Added |
| Investors Asset Management of Georgia Inc | 750 | $43.0K | 0.02% | +750 | New |
| Valley National Advisers Inc | 620 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 396 | $42.0K | 0.00% | +396 | New |
| Capital Advisors, Ltd. LLC | 661 | $38.0K | 0.01% | −19−2.8% | Reduced |
| ACG Wealth | 654 | $38.0K | 0.01% | +654 | New |
| ICICI Prudential Asset Management Co Ltd | 596 | $36.0K | 0.01% | +28+4.9% | Added |
| Bartlett & Co. LLC | 589 | $34.0K | 0.00% | +179+43.7% | Added |
| Bartlett & Co. Wealth Management LLC | 589 | $33.8K | 0.00% | +179+43.7% | Added |
| Bessemer Group Inc | 570 | $33.0K | 0.00% | +570 | New |
| Allworth Financial LP | 552 | $32.0K | 0.00% | +97+21.3% | Added |
| Desjardins Global Asset Management Inc. | 548 | $31.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 543 | $31.0K | 0.01% | +20+3.8% | Added |
| HHM Wealth Advisors, LLC | 505 | $29.0K | 0.01% | −39−7.2% | Reduced |
| Tortoise Investment Management, LLC | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 494 | $28.0K | 0.00% | −10−2.0% | Reduced |
| Glassman Wealth Services | 489 | $28.0K | 0.01% | +137+38.9% | Added |
| Archer Investment Corp | 477 | $27.4K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 450 | $26.0K | 0.01% | −100−18.2% | Reduced |
| Parkside Financial Bank & Trust | 417 | $24.0K | 0.01% | +215+106.4% | Added |
| Front Row Advisors LLC | 407 | $23.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 406 | $23.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 394 | $23.0K | 0.02% | +242+159.2% | Added |
| GPS Wealth Strategies Group, LLC | 381 | $22.0K | 0.01% | −358−48.4% | Reduced |
| Proequities, Inc. | 376 | $22.0K | 0.00% | −19−4.8% | Reduced |
| Institutional & Family Asset Management, LLC | 390 | $22.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 378 | $22.0K | 0.00% | +20+5.6% | Added |
| Performa Ltd (US), LLC | 375 | $22.0K | 0.02% | +245+188.5% | Added |
| Quadrant Capital Group LLC | 364 | $21.0K | 0.00% | −478−56.8% | Reduced |
| Lindbrook Capital, LLC | 359 | $21.0K | 0.00% | −269−42.8% | Reduced |
| Monolith Advisors | 361 | $21.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 361 | $21.0K | 0.00% | −90−20.0% | Reduced |
| Pin Oak Investment Advisors Inc | 369 | $21.0K | 0.03% | +157+74.1% | Added |
| Brewin Dolphin Ltd | 350 | $20.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 318 | $18.0K | 0.00% | +136+74.7% | Added |
| Edmond de Rothschild Holding S.A. | 300 | $17.0K | 0.00% | −9,000−96.8% | Reduced |
| Clean Yield Group | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 300 | $17.0K | 0.00% | +80+36.4% | Added |
| TCI Wealth Advisors, Inc. | 286 | $16.0K | 0.00% | −16−5.3% | Reduced |
| Strengthening Families & Communities, LLC | 146 | $16.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 265 | $15.0K | 0.00% | −294−52.6% | Reduced |
| Global Retirement Partners, LLC | 265 | $15.0K | 0.00% | −250−48.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 261 | $15.0K | 0.00% | +10+4.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 264 | $15.0K | 0.01% | +15+6.0% | Added |
| Crewe Advisors LLC | 265 | $15.0K | 0.00% | +265 | New |
| Compagnie Lombard Odier SCmA | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 240 | $14.0K | 0.00% | +16+7.1% | Added |
| Money Concepts Capital Corp | 215 | $13.0K | 0.00% | −3,010−93.3% | Reduced |
| Clearstead Advisors, LLC | 230 | $13.0K | 0.00% | −135−37.0% | Reduced |
| Arrow Financial Corp | 225 | $13.0K | 0.00% | −25−10.0% | Reduced |
| Adirondack Trust Co | 235 | $13.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 230 | $13.0K | 0.01% | −7−3.0% | Reduced |
| Activest Wealth Management | 229 | $13.0K | 0.01% | +88+62.4% | Added |
| CX Institutional | 225 | $13.0K | 0.00% | +225 | New |
| TSFG, LLC | 210 | $12.0K | 0.01% | −40−16.0% | Reduced |
| Cedar Wealth Management, LLC | 214 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 192 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 190 | $11.0K | 0.00% | −159−45.6% | Reduced |
| Highlander Capital Management, LLC | 200 | $11.0K | 0.01% | −50−20.0% | Reduced |
| Rocky Mountain Advisers, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 194 | $11.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 179 | $10.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 177 | $10.0K | 0.00% | −100,548−99.8% | Reduced |
| Clearview Wealth Advisors LLC | 169 | $10.0K | 0.01% | −11−6.1% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 175 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 171 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 181 | $10.0K | 0.00% | +163+905.6% | Added |
| Stonebridge Capital Advisors LLC | 156 | $9.00K | 0.00% | −4−2.5% | Reduced |
| Laurel Wealth Advisors LLC | 150 | $9.00K | 0.00% | −7−4.5% | Reduced |
| Hexagon Capital Partners LLC | 163 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 158 | $9.00K | 0.00% | +28+21.5% | Added |
| Salem Investment Counselors Inc | 158 | $9.00K | 0.00% | +58+58.0% | Added |
| Tradition Wealth Management, LLC | 134 | $8.00K | 0.00% | −19−12.4% | Reduced |
| Column Capital Advisors, LLC | 139 | $8.00K | 0.00% | −4−2.8% | Reduced |
| Harvest Fund Management Co., Ltd | 142 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 129 | $7.40K | 0.00% | +129 | New |
| Fifth Third Bancorp | 115 | $7.00K | 0.00% | −21−15.4% | Reduced |