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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 5,519 | $295.0K | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 5,640 | $302.0K | 0.04% | −762−11.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,656 | $302.0K | 0.00% | +1,855+48.8% | Added |
| Wasatch Advisors Inc | 5,806 | $310.0K | 0.00% | −230,297−97.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,876 | $314.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,946 | $318.0K | 0.00% | +154+2.7% | Added |
| Keebeck Alpha, LP | 6,004 | $321.0K | 0.17% | −633−9.5% | Reduced |
| Tiedemann Advisors, LLC | 6,043 | $323.0K | 0.02% | +6,043 | New |
| Compass Financial Advisors LLC | 6,055 | $324.0K | 0.48% | −825−12.0% | Reduced |
| Proficio Capital Partners LLC | 6,002 | $326.0K | 0.06% | +17+0.3% | Added |
| Corient Capital Partners, LLC | 5,706 | $327.0K | 0.03% | +5,706 | New |
| Cresset Asset Management, LLC | 6,176 | $329.0K | 0.00% | −4,703−43.2% | Reduced |
| Lido Advisors, LLC | 6,257 | $334.0K | 0.01% | −574−8.4% | Reduced |
| Personal Cfo Solutions, LLC | 6,238 | $334.0K | 0.08% | +229+3.8% | Added |
| Jackson Square Capital, LLC | 6,299 | $337.0K | 0.16% | −82−1.3% | Reduced |
| GFG Capital, LLC | 6,351 | $340.0K | 0.11% | +571+9.9% | Added |
| Ethic Inc. | 6,421 | $343.0K | 0.02% | −1,451−18.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,446 | $345.0K | 0.02% | +1,057+19.6% | Added |
| Carmel Capital Partners, LLC | 6,490 | $347.0K | 0.34% | +2,732+72.7% | Added |
| Impax Asset Management Group plc | 6,557 | $351.0K | 0.00% | −6,790−50.9% | Reduced |
| Snowden Capital Advisors LLC | 6,588 | $352.0K | 0.02% | +508+8.4% | Added |
| Comprehensive Financial Management LLC | 6,593 | $353.0K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 6,725 | $360.0K | 0.03% | +1,200+21.7% | Added |
| Hilltop Holdings Inc. | 6,817 | $365.0K | 0.05% | −1,370−16.7% | Reduced |
| Arden Trust Co | 6,836 | $365.0K | 0.09% | −80−1.2% | Reduced |
| Malaga Cove Capital, LLC | 6,967 | $373.0K | 0.21% | +2,552+57.8% | Added |
| Flagship Harbor Advisors, LLC | 7,089 | $379.0K | 0.04% | +194+2.8% | Added |
| Ocean Capital Management, LLC | 7,075 | $384.0K | 0.21% | −1,265−15.2% | Reduced |
| WSFS Capital Management, LLC | 7,207 | $385.0K | 0.14% | −8−0.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,297 | $390.0K | 0.04% | −433−5.6% | Reduced |
| Equitable Holdings, Inc. | 7,293 | $390.0K | 0.01% | +167+2.3% | Added |
| Benchmark Investment Advisors LLC | 7,320 | $391.0K | 0.42% | −1,475−16.8% | Reduced |
| Franklin Resources Inc | 7,342 | $392.0K | 0.00% | −99,770−93.1% | Reduced |
| KLK Capital Management LLC | 7,381 | $394.0K | 0.52% | +7,381 | New |
| Exchange Traded Concepts, LLC | 7,390 | $395.0K | 0.01% | −2,128−22.4% | Reduced |
| Mercer Global Advisors Inc | 7,451 | $398.0K | 0.00% | −1,513−16.9% | Reduced |
| Wealthcare Advisory Partners LLC | 7,557 | $404.0K | 0.02% | +180+2.4% | Added |
| Prudential Financial Inc | 7,355 | $406.0K | 0.00% | −1,140−13.4% | Reduced |
| CWM, LLC | 7,715 | $412.0K | 0.00% | +1,291+20.1% | Added |
| Lattice Capital Management, LLC | 7,760 | $415.0K | 0.66% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,768 | $415.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 7,775 | $416.0K | 0.00% | −2,283−22.7% | Reduced |
| Hollencrest Capital Management | 7,839 | $419.0K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,879 | $421.0K | 0.00% | +428+5.7% | Added |
| 1776 Wealth LLC | 7,909 | $423.0K | 0.32% | −1,500−15.9% | Reduced |
| Centaurus Financial, Inc. | 7,907 | $423.0K | 0.04% | +1,356+20.7% | Added |
| Roberts Glore & Co Inc | 7,920 | $423.0K | 0.15% | +2,875+57.0% | Added |
| Prospera Financial Services Inc | 7,957 | $425.0K | 0.02% | −1,602−16.8% | Reduced |
| LaFleur & Godfrey LLC | 8,199 | $438.0K | 0.08% | −755−8.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 9,414 | $438.0K | 0.23% | +9,414 | New |
| Cetera Investment Advisers | 8,215 | $439.0K | 0.01% | −2,116−20.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,250 | $441.1K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,275 | $442.0K | 0.01% | −494−5.6% | Reduced |
| The PNC Financial Services Group, Inc. | 8,358 | $446.0K | 0.00% | −645−7.2% | Reduced |
| RMR Wealth Builders | 8,572 | $458.0K | 0.11% | +8,572 | New |
| Beacon Pointe Advisors, LLC | 8,697 | $462.0K | 0.01% | +316+3.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,665 | $463.0K | 0.03% | −300−3.3% | Reduced |
| Manchester Financial Inc | 8,747 | $468.0K | 0.13% | +1,672+23.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,790 | $470.0K | 0.01% | −3,096−26.0% | Reduced |
| Zeke Capital Advisors, LLC | 8,867 | $474.0K | 0.03% | 00.0% | Unchanged |
| Clare Market Investments LLC | 8,970 | $479.6K | 0.21% | +8,970 | New |
| Wetherby Asset Management Inc | 9,003 | $481.0K | 0.03% | +3,423+61.3% | Added |
| Bollard Group LLC | 9,053 | $484.0K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,100 | $487.0K | 0.07% | +9,100 | New |
| E. Ohman J:or Asset Management AB | 9,200 | $491.9K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,216 | $493.0K | 0.17% | −738−7.4% | Reduced |
| Redmond Asset Management, LLC | 9,265 | $495.0K | 0.18% | +1,227+15.3% | Added |
| Foundations Investment Advisors, LLC | 9,302 | $497.0K | 0.02% | +6,139+194.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,378 | $501.0K | 0.03% | −2,710−22.4% | Reduced |
| Synergy Financial Group, LTD | 9,431 | $504.0K | 0.76% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,454 | $505.5K | 0.01% | −20−0.2% | Reduced |
| JustInvest LLC | 9,668 | $517.0K | 0.02% | +562+6.2% | Added |
| Stamos Capital Partners, L.P. | 9,680 | $518.0K | 0.13% | +5,880+154.7% | Added |
| Highland Private Wealth Management | 9,754 | $522.0K | 0.08% | +9,754 | New |
| Davenport & Co LLC | 9,976 | $533.0K | 0.00% | +65+0.7% | Added |
| Quattro Financial Advisors LLC | 10,000 | $535.0K | 0.21% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 10,000 | $535.0K | 0.23% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,089 | $539.0K | 0.03% | −2,022−16.7% | Reduced |
| Cetera Advisors LLC | 10,075 | $539.0K | 0.01% | −341−3.3% | Reduced |
| HAP Trading, LLC | 10,091 | $540.0K | 0.07% | −79−0.8% | Reduced |
| Canandaigua National Corp | 10,162 | $543.0K | 0.10% | −92−0.9% | Reduced |
| FinTrust Capital Advisors, LLC | 11,233 | $545.0K | 0.14% | +2,007+21.8% | Added |
| Captrust Financial Advisors | 10,300 | $551.0K | 0.00% | −1,965−16.0% | Reduced |
| Keybank National Association | 10,306 | $551.0K | 0.00% | +4,535+78.6% | Added |
| Toroso Investments, LLC | 10,328 | $552.0K | 0.02% | +1,485+16.8% | Added |
| Independent Financial Group, LLC | 10,390 | $555.6K | 0.05% | −1,270−10.9% | Reduced |
| Jefferies Group LLC | 10,435 | $558.0K | 0.02% | +10,435 | New |
| Aspiriant, LLC | 10,574 | $565.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,708 | $572.0K | 0.00% | −55−0.5% | Reduced |
| Harvest Volatility Management LLC | 10,432 | $576.0K | 0.10% | −286−2.7% | Reduced |
| Louisiana State Employees Retirement System | 10,800 | $577.0K | 0.02% | +100+0.9% | Added |
| Green Alpha Advisors, LLC | 10,827 | $579.0K | 0.49% | +68+0.6% | Added |
| NEIRG Wealth Management, LLC | 11,014 | $589.0K | 0.12% | +228+2.1% | Added |
| Shell Asset Management Co | 11,291 | $604.0K | 0.02% | −2,955−20.7% | Reduced |
| Commerce Bank | 11,298 | $604.0K | 0.01% | +3,804+50.8% | Added |
| Strategic Wealth Advisors Group, LLC | 11,411 | $610.0K | 0.03% | +555+5.1% | Added |
| M&T Bank Corp | 11,560 | $617.0K | 0.00% | +939+8.8% | Added |
| Atria Wealth Solutions, Inc. | 11,579 | $619.1K | 0.01% | +6,756+140.1% | Added |
| Western Wealth Management, LLC | 11,921 | $631.0K | 0.04% | −20.0% | Reduced |
| Resolute Partners Group | 11,824 | $632.0K | 0.08% | +1,092+10.2% | Added |