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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 177 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 163 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 165 | $9.00K | 0.00% | +165 | New |
| Vigilant Capital Management, LLC | 169 | $9.00K | 0.00% | +169 | New |
| Tradewinds Capital Management, LLC | 190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 194 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 213 | $10.0K | 0.00% | +32+17.7% | Added |
| Harvest Fund Management Co., Ltd | 181 | $10.0K | 0.00% | +39+27.5% | Added |
| TCI Wealth Advisors, Inc. | 214 | $11.0K | 0.00% | −72−25.2% | Reduced |
| CVA Family Office, LLC | 210 | $11.0K | 0.00% | −30−12.5% | Reduced |
| Cedar Wealth Management, LLC | 214 | $11.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 210 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 212 | $11.0K | 0.00% | +212 | New |
| Money Concepts Capital Corp | 221 | $12.0K | 0.00% | +6+2.8% | Added |
| Arrow Financial Corp | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 250 | $13.0K | 0.00% | −302−54.7% | Reduced |
| Proequities, Inc. | 244 | $13.0K | 0.00% | −132−35.1% | Reduced |
| AdvisorNet Financial, Inc | 243 | $13.0K | 0.00% | −118−32.7% | Reduced |
| Adirondack Trust Co | 235 | $13.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 257 | $14.0K | 0.01% | −7−2.7% | Reduced |
| Ci Investments Inc. | 258 | $14.0K | 0.00% | +234+975.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 255 | $14.0K | 0.00% | +255 | New |
| EverSource Wealth Advisors, LLC | 287 | $15.0K | 0.00% | −685−70.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 280 | $15.0K | 0.00% | −101−26.5% | Reduced |
| SRS Capital Advisors, Inc. | 285 | $15.0K | 0.00% | +24+9.2% | Added |
| Crewe Advisors LLC | 284 | $15.0K | 0.00% | +19+7.2% | Added |
| DuPont Capital Management Corp | 280 | $15.0K | 0.00% | +280 | New |
| EdgeRock Capital LLC | 280 | $15.0K | 0.01% | +280 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $16.0K | 0.00% | −1,400−82.4% | Reduced |
| Cambridge Trust Co | 300 | $16.0K | 0.00% | −1,000−76.9% | Reduced |
| Quadrant Capital Group LLC | 304 | $16.0K | 0.00% | −60−16.5% | Reduced |
| Clean Yield Group | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 300 | $16.0K | 0.01% | +300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 | $18.0K | 0.00% | +70+25.9% | Added |
| Larson Financial Group LLC | 340 | $18.0K | 0.00% | +75+28.3% | Added |
| Glassman Wealth Services | 348 | $19.0K | 0.00% | −141−28.8% | Reduced |
| Huntington National Bank | 351 | $19.0K | 0.00% | −27−7.1% | Reduced |
| Lindbrook Capital, LLC | 349 | $19.0K | 0.00% | −10−2.8% | Reduced |
| Monolith Advisors | 361 | $19.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 582 | $19.0K | 0.03% | +507+676.0% | Added |
| Vienna Asset Management LLC | 350 | $19.0K | 0.05% | +350 | New |
| Pin Oak Investment Advisors Inc | 369 | $20.0K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 394 | $21.0K | 0.01% | −13−3.2% | Reduced |
| Institutional & Family Asset Management, LLC | 390 | $21.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 392 | $21.0K | 0.00% | +74+23.3% | Added |
| Parkside Financial Bank & Trust | 405 | $22.0K | 0.01% | −12−2.9% | Reduced |
| North Star Investment Management Corp. | 406 | $22.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 462 | $24.0K | 0.00% | −86−15.7% | Reduced |
| Optimum Investment Advisors | 450 | $24.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 469 | $25.0K | 0.00% | −2,070−81.5% | Reduced |
| Bartlett & Co. LLC | 490 | $26.0K | 0.00% | −99−16.8% | Reduced |
| Zions Bancorporation, N.A. | 492 | $26.0K | 0.00% | −2−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 490 | $26.2K | 0.00% | −99−16.8% | Reduced |
| Tortoise Investment Management, LLC | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 525 | $28.0K | 0.01% | −225−30.0% | Reduced |
| Versant Capital Management, Inc | 530 | $28.0K | 0.01% | −13−2.4% | Reduced |
| Riverview Trust Co | 539 | $29.0K | 0.03% | +145+36.8% | Added |
| Valley National Advisers Inc | 620 | $30.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 554 | $30.0K | 0.00% | +554 | New |
| Ancora Advisors, LLC | 588 | $31.0K | 0.00% | −332−36.1% | Reduced |
| First Manhattan Co | 650 | $34.0K | 0.00% | −1,500−69.8% | Reduced |
| Capital Advisors, Ltd. LLC | 681 | $36.0K | 0.01% | +20+3.0% | Added |
| Performa Ltd (US), LLC | 700 | $37.0K | 0.02% | +325+86.7% | Added |
| Rosenberg Matthew Hamilton | 715 | $38.0K | 0.01% | +15+2.1% | Added |
| Global Retirement Partners, LLC | 795 | $38.0K | 0.00% | +530+200.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 734 | $39.0K | 0.01% | +138+23.2% | Added |
| Wagner Wealth Management, LLC | 761 | $41.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 760 | $41.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 768 | $41.0K | 0.01% | +768 | New |
| Harel Insurance Investments & Financial Services Ltd. | 754 | $42.0K | 0.00% | −43−5.4% | Reduced |
| Catalyst Capital Advisors LLC | 794 | $43.0K | 0.00% | −3,009−79.1% | Reduced |
| Rise Advisors, LLC | 802 | $43.0K | 0.04% | −5−0.6% | Reduced |
| Private Trust Co NA | 825 | $44.0K | 0.01% | −17−2.0% | Reduced |
| Benjamin Edwards Inc | 857 | $46.0K | 0.01% | −237−21.7% | Reduced |
| Sierra Capital LLC | 875 | $47.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 951 | $50.0K | 0.00% | +24+2.6% | Added |
| Financial Perspectives, Inc | 944 | $50.5K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 950 | $51.0K | 0.03% | +650+216.7% | Added |
| Gradient Investments LLC | 977 | $52.0K | 0.00% | −175−15.2% | Reduced |
| Caz Investments LP | 1,000 | $53.0K | 0.22% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,030 | $55.0K | 0.03% | +150+17.0% | Added |
| PSI Advisors, LLC | 1,074 | $57.0K | 0.03% | −90−7.7% | Reduced |
| Montag A & Associates Inc | 1,082 | $58.0K | 0.00% | −25−2.3% | Reduced |
| Anchor Investment Management, LLC | 1,100 | $58.8K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,063 | $59.0K | 0.00% | −89−7.7% | Reduced |
| Edge Capital Group, LLC | 1,150 | $61.0K | 0.01% | +125+12.2% | Added |
| American National Bank | 1,142 | $61.0K | 0.01% | −64−5.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,160 | $62.0K | 0.01% | −705−37.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,252 | $67.0K | 0.06% | −676−35.1% | Reduced |
| Harbour Investments, Inc. | 1,225 | $70.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,326 | $70.9K | 0.05% | +206+18.4% | Added |
| City State Bank | 1,499 | $80.0K | 0.06% | +470+45.7% | Added |
| Wipfli Financial Advisors LLC, | 1,607 | $86.0K | 0.01% | +1,607 | New |
| Hudock, Inc. | 1,650 | $88.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,660 | $89.0K | 0.05% | +10+0.6% | Added |
| Wolff Wiese Magana LLC | 1,668 | $90.0K | 0.07% | −24−1.4% | Reduced |