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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1,707 | $91.0K | 0.00% | −1−0.1% | Reduced |
| Evoke Wealth, LLC | 1,728 | $92.0K | 0.00% | −310−15.2% | Reduced |
| Ossiam | 1,868 | $100.0K | 0.00% | +1,868 | New |
| Gables Capital Management Inc. | 1,892 | $101.0K | 0.08% | −1,180−38.4% | Reduced |
| Ellevest, Inc. | 1,899 | $102.0K | 0.01% | −776−29.0% | Reduced |
| EMC Capital Management | 2,000 | $103.0K | 0.10% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,967 | $105.0K | 0.00% | −598−23.3% | Reduced |
| Bessemer Group Inc | 1,957 | $105.0K | 0.00% | +1,387+243.3% | Added |
| Trustcore Financial Services, LLC | 1,988 | $106.0K | 0.01% | −258−11.5% | Reduced |
| Seeyond | 2,014 | $107.0K | 0.01% | −111−5.2% | Reduced |
| Park Circle Co | 2,000 | $107.0K | 0.11% | 00.0% | Unchanged |
| CNB Bank | 2,089 | $112.0K | 0.08% | −275−11.6% | Reduced |
| Emerald Advisers, LLC | 2,125 | $114.0K | 0.01% | −16−0.7% | Reduced |
| Belpointe Asset Management LLC | 2,158 | $115.0K | 0.01% | +327+17.9% | Added |
| Glen Eagle Advisors, LLC | 2,163 | $115.7K | 0.03% | −60−2.7% | Reduced |
| Seaport Global Advisors, LLC | 2,237 | $120.0K | 0.49% | +768+52.3% | Added |
| Quent Capital, LLC | 2,288 | $122.0K | 0.03% | −23−1.0% | Reduced |
| Global Financial Private Client, LLC | 2,318 | $122.7K | 0.07% | +9+0.4% | Added |
| Oxler Private Wealth LLC | 2,320 | $124.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,406 | $129.0K | 0.02% | −800−25.0% | Reduced |
| Castleview Partners, LLC | 2,421 | $129.0K | 0.12% | +2,417+60,425.0% | Added |
| Truvestments Capital LLC | 2,686 | $144.0K | 0.09% | −47−1.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,021 | $162.0K | 0.02% | −550−15.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,500 | $172.0K | 0.00% | −10,000−74.1% | Reduced |
| Spire Wealth Management | 3,287 | $176.0K | 0.01% | −302−8.4% | Reduced |
| Umb Bank N A | 3,439 | $184.0K | 0.00% | +5+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 3,482 | $186.0K | 0.14% | +650+23.0% | Added |
| IFP Advisors, Inc | 3,389 | $193.0K | 0.01% | +967+39.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,654 | $195.0K | 0.08% | −1,342−26.9% | Reduced |
| NuWave Investment Management, LLC | 3,720 | $199.0K | 0.23% | −3,443−48.1% | Reduced |
| Signaturefd, LLC | 3,724 | $199.0K | 0.01% | +145+4.1% | Added |
| Dark Forest Capital Management LP | 3,753 | $201.0K | 0.04% | +3,753 | New |
| Burton Enright Welch | 3,760 | $201.0K | 0.10% | +51+1.4% | Added |
| Avestar Capital, LLC | 3,787 | $202.0K | 0.06% | −1,246−24.8% | Reduced |
| Texas Yale Capital Corp. | 3,775 | $202.0K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,867 | $207.0K | 0.00% | −152−3.8% | Reduced |
| Sigma Investment Counselors Inc | 3,896 | $208.0K | 0.02% | −1,441−27.0% | Reduced |
| Motley Fool Asset Management LLC | 3,949 | $211.0K | 0.02% | +49+1.3% | Added |
| Clarius Group, LLC | 3,974 | $212.0K | 0.02% | −127−3.1% | Reduced |
| We Are One Seven, LLC | 3,132 | $213.0K | 0.02% | +3,132 | New |
| QVIDTVM Management LLC | 4,000 | $214.0K | 0.14% | +4,000 | New |
| Legal Advantage Investments, Inc. | 4,015 | $215.0K | 0.20% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,017 | $215.0K | 0.09% | +162+4.2% | Added |
| IVC Wealth Advisors LLC | 4,048 | $216.0K | 0.17% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,153 | $222.0K | 0.03% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,153 | $222.0K | 0.06% | +144+3.6% | Added |
| Stansberry Asset Management, LLC | 4,149 | $222.0K | 0.05% | +263+6.8% | Added |
| Graham Capital Management, L.P. | 4,185 | $223.0K | 0.01% | −6,529−60.9% | Reduced |
| Ridgewood Investments LLC | 4,170 | $223.0K | 0.19% | −4,082−49.5% | Reduced |
| Chilton Investment Co LLC | 4,175 | $223.0K | 0.01% | +4,175 | New |
| GoalVest Advisory LLC | 4,194 | $224.0K | 0.16% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 4,209 | $225.0K | 0.05% | −435−9.4% | Reduced |
| Brandywine Managers, LLC | 4,211 | $225.0K | 0.74% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,163 | $226.1K | 0.00% | −189−4.3% | Reduced |
| Silverhawk Asset Management, LLC | 4,240 | $227.0K | 0.23% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,278 | $229.0K | 0.06% | +84+2.0% | Added |
| Donoghue Forlines LLC | 4,308 | $230.0K | 0.08% | −4,083−48.7% | Reduced |
| Focus Financial Network, Inc. | 4,303 | $230.1K | 0.02% | +369+9.4% | Added |
| FineMark National Bank & Trust | 4,330 | $231.0K | 0.01% | +200+4.8% | Added |
| Inspire Advisors, LLC | 4,330 | $232.0K | 0.06% | −3−0.1% | Reduced |
| Boothbay Fund Management, LLC | 4,385 | $234.0K | 0.01% | +4,385 | New |
| Clear Creek Financial Management, LLC | 4,397 | $235.0K | 0.05% | +95+2.2% | Added |
| Ameritas Investment Partners, Inc. | 4,398 | $235.0K | 0.01% | +100+2.3% | Added |
| Tokio Marine Asset Management Co Ltd | 4,410 | $236.0K | 0.02% | +690+18.5% | Added |
| Modus Advisors, LLC | 4,467 | $239.0K | 0.13% | −7,144−61.5% | Reduced |
| Enlightenment Research, LLC | 4,504 | $241.0K | 0.53% | +4,504 | New |
| Granite Bay Wealth Management, LLC | 4,591 | $245.0K | 0.20% | +225+5.2% | Added |
| Citadel Advisors LLC | 4,640 | $248.0K | 0.00% | −152,367−97.0% | Reduced |
| Rodgers Brothers Inc. | 4,650 | $249.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 4,708 | $252.0K | 0.01% | +105+2.3% | Added |
| Meridian Wealth Advisors, LLC | 4,729 | $253.0K | 0.07% | 00.0% | Unchanged |
| Clarus Group, Inc. | 4,796 | $256.0K | 0.23% | −500−9.4% | Reduced |
| Canvas Wealth Advisors, LLC | 5,253 | $257.0K | 0.11% | −13,401−71.8% | Reduced |
| Purus Wealth Management, LLC | 4,827 | $258.0K | 0.24% | −800−14.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,827 | $258.0K | 0.01% | +815+20.3% | Added |
| Brown Miller Wealth Management, LLC | 4,854 | $259.0K | 0.18% | +807+19.9% | Added |
| IHT Wealth Management, LLC | 4,911 | $263.0K | 0.02% | −622−11.2% | Reduced |
| Perfromance Wealth Partners, LLC | 4,915 | $263.0K | 0.02% | +436+9.7% | Added |
| Empowered Funds, LLC | 4,927 | $263.0K | 0.03% | +478+10.7% | Added |
| Financial Partners Group, Inc | 4,978 | $266.0K | 0.07% | −74−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,040 | $269.0K | 0.16% | +347+7.4% | Added |
| Geneos Wealth Management Inc. | 5,143 | $274.0K | 0.02% | −1,484−22.4% | Reduced |
| Central Trust Co | 5,125 | $274.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,198 | $277.9K | 0.03% | +383+8.0% | Added |
| Bridgewater Associates, LP | 5,191 | $278.0K | 0.00% | −12,084−70.0% | Reduced |
| Raymond James Trust N.A. | 5,209 | $278.0K | 0.01% | +804+18.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,218 | $279.0K | 0.01% | −402−7.2% | Reduced |
| Americana Partners, LLC | 6,320 | $280.0K | 0.05% | +6,320 | New |
| Gleason Group, Inc. | 5,264 | $281.0K | 0.10% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 5,275 | $282.0K | 0.16% | +563+11.9% | Added |
| Acadian Asset Management LLC | 5,309 | $283.0K | 0.00% | +3,324+167.5% | Added |
| Apollon Wealth Management, LLC | 5,351 | $286.0K | 0.02% | +60+1.1% | Added |
| Silvant Capital Management LLC | 5,363 | $287.0K | 0.02% | −24−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 5,407 | $289.0K | 0.01% | −1,561−22.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,399 | $289.0K | 0.02% | +29+0.5% | Added |
| Bristlecone Advisors, LLC | 5,399 | $289.0K | 0.04% | +38+0.7% | Added |
| GWM Advisors LLC | 5,411 | $289.0K | 0.00% | +941+21.1% | Added |
| Boston Private Wealth LLC | 5,408 | $289.0K | 0.00% | +5,408 | New |
| Valeo Financial Advisors, LLC | 5,459 | $292.0K | 0.02% | −840−13.3% | Reduced |
| Tortoise Index Solutions, LLC | 5,476 | $293.0K | 0.06% | +1,038+23.4% | Added |