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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, Q3 2022

Institutional positions in DocuSign, Inc. as of Sep 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
738
−44 vs. Q2 2022
Shares held
155.5M
+1.50M (+1.0%) vs. Q2 2022
Total value
$8.32B
−$535.6M (−6.0%) vs. Q2 2022
New holders
74
251 more added
Sold out
118
279 more reduced

11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 738 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 heldQ3 2022: $8.32B
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, Q3 2022

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2022.

Institutions holding DOCU in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest3$00.00%−1,594−99.8%Reduced
Goodwin Investment Advisory1$00.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC5$00.00%00.0%Unchanged
Blume Capital Management, Inc.2$00.00%00.0%Unchanged
Private Ocean, LLC4$00.00%00.0%Unchanged
AllSquare Wealth Management LLC4$00.00%00.0%Unchanged
Horan Securities, Inc.3$00.00%00.0%Unchanged
Investors Research Corp3$00.00%00.0%Unchanged
Johnson Midwest Financial, LLC5$00.00%00.0%Unchanged
Coastal Capital Group, Inc.5$00.00%00.0%Unchanged
Key Financial Inc7$00.00%00.0%Unchanged
Schubert & Co6$00.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC8$00.00%00.0%Unchanged
Hallmark Capital Management Inc5$00.00%+5New
GHP Investment Advisors, Inc.7$00.00%+7New
Disciplined Investments, LLC1$00.00%+1New
Bellwether Advisors, LLC8$00.00%+8New
McClarren Financial Advisors, Inc.2$00.00%+2New
Tucker Asset Management LLC3$1450.00%00.0%Unchanged
Kelly Financial Services LLC4$2140.00%00.0%Unchanged
Mizuho Securities Co. Ltd.27$1.00K0.00%−1−3.6%Reduced
Assetmark, Inc28$1.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.36$1.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC20$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc10$1.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.25$1.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC20$1.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC26$1.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC10$1.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group16$1.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC10$1.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co12$1.00K0.00%+12New
American Research & Management Co.27$1.00K0.00%+27New
SJS Investment Consulting Inc.13$1.00K0.00%+13New
Sutton Wealth Advisors Inc.19$1.02K0.00%+19New
Raffa Wealth Management, LLC20$1.07K0.00%−7−25.9%Reduced
Highline Wealth Partners LLC24$1.28K0.00%+24New
TD Private Client Wealth LLC30$1.60K0.00%−28−48.3%Reduced
Pacifica Partners Inc.45$2.00K0.00%00.0%Unchanged
Webster Bank, N. A.35$2.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.43$2.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC34$2.00K0.00%00.0%Unchanged
NVWM, LLC30$2.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC43$2.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC34$2.00K0.00%00.0%Unchanged
Pittenger & Anderson Inc36$2.00K0.00%+25+227.3%Added
JJJ Advisors Inc.50$2.00K0.00%+33+194.1%Added
1832 Asset Management L.P.43$2.00K0.00%+43New
Old North State Trust, LLC34$2.00K0.00%+34New
Financial Synergies Wealth Advisors, Inc.53$2.83K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC52$3.00K0.00%−453−89.7%Reduced
Clearstead Advisors, LLC50$3.00K0.00%−180−78.3%Reduced
Laurel Wealth Advisors LLC50$3.00K0.00%−100−66.7%Reduced
Fifth Third Bancorp54$3.00K0.00%−61−53.0%Reduced
Sandy Spring Bank65$3.00K0.00%−4−5.8%Reduced
Westside Investment Management, Inc.69$3.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC47$3.00K0.00%00.0%Unchanged
Costello Asset Management, INC50$3.00K0.00%00.0%Unchanged
Core Alternative Capital51$3.00K0.00%00.0%Unchanged
Gibson Wealth Advisors LLC50$3.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.50$3.00K0.00%+21+72.4%Added
Lee Financial Co50$3.00K0.00%+50New
Aspire Private Capital, LLC49$3.00K0.00%+49New
Standard Family Office LLC53$3.00K0.00%+53New
Cowa, LLC50$3.00K0.00%+50New
Ronald Blue Trust, Inc.69$4.00K0.00%−327−82.6%Reduced
Cullen/Frost Bankers, Inc.81$4.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC76$4.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC74$4.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC72$4.00K0.00%00.0%Unchanged
Zullo Investment Group, Inc.71$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc71$4.00K0.00%+14+24.6%Added
Asset Dedication, LLC80$4.00K0.00%+80New
Almanack Investment Partners, LLC.73$4.00K0.00%+73New
Clearview Wealth Advisors LLC98$5.00K0.00%−71−42.0%Reduced
Toth Financial Advisory Corp100$5.00K0.00%−50−33.3%Reduced
HM Payson & Co100$5.00K0.00%00.0%Unchanged
NewSquare Capital LLC100$5.00K0.00%00.0%Unchanged
Addison Advisors LLC100$5.00K0.00%00.0%Unchanged
Earnest Partners LLC95$5.00K0.00%00.0%Unchanged
Macroview Investment Management LLC95$5.00K0.01%+4+4.4%Added
Operose Advisors LLC100$5.00K0.00%+100New
PFS Partners, LLC105$5.62K0.01%00.0%Unchanged
Archer Investment Corp110$5.88K0.00%−367−76.9%Reduced
Salem Investment Counselors Inc119$6.00K0.00%−39−24.7%Reduced
Tradition Wealth Management, LLC112$6.00K0.00%−22−16.4%Reduced
JFS Wealth Advisors, LLC112$6.00K0.00%+8+7.7%Added
Carolinas Wealth Consulting LLC113$6.00K0.00%+113New
Strengthening Families & Communities, LLC146$7.00K0.00%00.0%Unchanged
Covestor Ltd125$7.00K0.01%−105−45.7%Reduced
Stonebridge Capital Advisors LLC139$7.00K0.00%−17−10.9%Reduced
Column Capital Advisors, LLC139$7.00K0.00%00.0%Unchanged
Ashburton (Jersey) Ltd133$7.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC140$7.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC140$7.00K0.00%00.0%Unchanged
Smithfield Trust Co128$7.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC128$7.00K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC123$7.00K0.00%−4−3.1%Reduced
Tilia Fiduciary Partners, Inc.190$8.00K0.01%−2−1.0%Reduced
BDO Wealth Advisors, LLC158$8.00K0.00%00.0%Unchanged