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, 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 |
|---|---|---|---|---|---|
| Covington Capital Management | 11,934 | $638.0K | 0.03% | +9+0.1% | Added |
| Parallel Advisors, LLC | 12,066 | $645.0K | 0.03% | −284−2.3% | Reduced |
| Wedbush Securities Inc | 12,117 | $648.0K | 0.04% | −2,766−18.6% | Reduced |
| Vident Investment Advisory, LLC | 12,515 | $655.0K | 0.02% | +3,160+33.8% | Added |
| MetLife Investment Management | 12,257 | $655.4K | 0.01% | +8+0.1% | Added |
| TrimTabs Asset Management, LLC | 12,345 | $660.0K | 0.45% | +12,345 | New |
| LMR Partners LLP | 12,403 | $663.0K | 0.02% | −19,608−61.3% | Reduced |
| Bradley Mark J. | 12,390 | $663.0K | 0.61% | +825+7.1% | Added |
| Fishman Jay A Ltd | 12,425 | $664.4K | 0.10% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 12,463 | $666.0K | 0.02% | +471+3.9% | Added |
| Bank of Nova Scotia | 12,481 | $668.0K | 0.00% | +12,481 | New |
| Caption Management, LLC | 12,500 | $669.0K | 0.12% | −5,900−32.1% | Reduced |
| Resonant Capital Advisors, LLC | 12,566 | $672.0K | 0.10% | +124+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,639 | $676.0K | 0.02% | +127+1.0% | Added |
| Kovack Advisors, Inc. | 12,733 | $681.0K | 0.10% | +7,348+136.5% | Added |
| Essex LLC | 12,917 | $691.0K | 0.23% | −538−4.0% | Reduced |
| Roberts Wealth Advisors, LLC | 13,439 | $693.0K | 0.34% | +1,065+8.6% | Added |
| Bennett Selby Investments LP | 13,007 | $695.0K | 0.56% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 13,037 | $697.0K | 0.17% | +762+6.2% | Added |
| Baader Bank INC | 13,200 | $705.8K | 0.06% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 13,277 | $710.0K | 0.17% | +4,787+56.4% | Added |
| Beacon Investment Advisory Services, Inc. | 13,361 | $714.0K | 0.04% | −523−3.8% | Reduced |
| American Portfolios Advisors | 13,398 | $716.4K | 0.03% | −463−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,729 | $734.0K | 0.01% | −440−3.1% | Reduced |
| CTC LLC | 13,901 | $743.0K | 0.09% | −10,125−42.1% | Reduced |
| Mutual Advisors, LLC | 13,894 | $743.0K | 0.04% | +885+6.8% | Added |
| Ameritas Advisory Services, LLC | 13,990 | $748.0K | 0.04% | +622+4.7% | Added |
| Surevest, LLC | 14,166 | $757.0K | 0.21% | +3,154+28.6% | Added |
| Venturi Wealth Management, LLC | 14,381 | $769.0K | 0.07% | +674+4.9% | Added |
| Hamilton Lane Advisors LLC | 14,565 | $779.0K | 0.28% | 00.0% | Unchanged |
| Caas Capital Management LP | 14,568 | $779.0K | 0.10% | +200+1.4% | Added |
| Twin Lakes Capital Management, LLC | 14,642 | $783.0K | 0.63% | −9,341−38.9% | Reduced |
| Rockefeller Capital Management L.P. | 14,716 | $786.0K | 0.00% | −88,933−85.8% | Reduced |
| Avantax Advisory Services, Inc. | 14,710 | $787.0K | 0.01% | +1,287+9.6% | Added |
| Maryland State Retirement & Pension System | 14,800 | $791.0K | 0.07% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 14,832 | $793.1K | 0.81% | −285−1.9% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $802.0K | 0.10% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 15,014 | $803.0K | 0.03% | −584−3.7% | Reduced |
| American International Group, Inc. | 15,369 | $822.0K | 0.01% | +70+0.5% | Added |
| Neuberger Berman Group LLC | 15,473 | $827.0K | 0.00% | +5,468+54.7% | Added |
| ING Groep NV | 15,460 | $827.0K | 0.01% | +15,460 | New |
| Algert Global LLC | 15,649 | $837.0K | 0.05% | +2,924+23.0% | Added |
| Financial Consulate, Inc | 15,849 | $847.0K | 0.36% | 00.0% | Unchanged |
| Maven Securities LTD | 16,200 | $866.0K | 0.04% | −172,206−91.4% | Reduced |
| MAI Capital Management | 16,260 | $869.0K | 0.02% | +3,908+31.6% | Added |
| Alps Advisors Inc | 16,267 | $870.0K | 0.01% | −7,873−32.6% | Reduced |
| Illinois Municipal Retirement Fund | 16,271 | $870.0K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 16,790 | $898.0K | 0.32% | −1,060−5.9% | Reduced |
| Sit Investment Associates Inc | 16,880 | $903.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 16,934 | $905.0K | 0.02% | −3,220−16.0% | Reduced |
| Financial Advocates Investment Management | 16,963 | $907.0K | 0.08% | +250+1.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,039 | $911.0K | 0.67% | +93+0.5% | Added |
| National Asset Management, Inc. | 17,083 | $914.0K | 0.03% | +7,223+73.3% | Added |
| Shelton Capital Management | 17,109 | $915.0K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,219 | $921.0K | 0.01% | −27,689−61.7% | Reduced |
| Capital Markets Trading UK LLP | 17,401 | $930.0K | 1.00% | +17,401 | New |
| V Wealth Advisors LLC | 17,411 | $931.0K | 0.19% | −59−0.3% | Reduced |
| AlphaCrest Capital Management LLC | 17,582 | $940.0K | 0.06% | −874−4.7% | Reduced |
| FourThought Financial, LLC | 17,785 | $951.0K | 0.14% | −13,750−43.6% | Reduced |
| Quantamental Technologies LLC | 17,883 | $956.0K | 0.37% | +17,883 | New |
| Baker Tilly Wealth Management, LLC | 17,996 | $962.0K | 0.13% | −978−5.2% | Reduced |
| Pearl River Capital, LLC | 18,635 | $996.0K | 0.19% | +4,337+30.3% | Added |
| Weatherly Asset Management L. P. | 19,165 | $1.02M | 0.15% | −500−2.5% | Reduced |
| Quantinno Capital Management LP | 19,289 | $1.03M | 0.13% | −6,479−25.1% | Reduced |
| Mariner, LLC | 19,326 | $1.03M | 0.00% | −412−2.1% | Reduced |
| Independent Advisor Alliance | 19,582 | $1.05M | 0.06% | −5,388−21.6% | Reduced |
| Mackenzie Financial Corp | 19,752 | $1.06M | 0.00% | −32,469−62.2% | Reduced |
| British Columbia Investment Management Corp | 19,779 | $1.06M | 0.01% | −2,972−13.1% | Reduced |
| Regions Financial Corp | 19,836 | $1.06M | 0.01% | −89−0.4% | Reduced |
| Ieq Capital, LLC | 19,855 | $1.06M | 0.03% | −386−1.9% | Reduced |
| Ropes Wealth Advisors LLC | 20,349 | $1.09M | 0.23% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 20,424 | $1.09M | 0.32% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 20,462 | $1.09M | 0.06% | +7,514+58.0% | Added |
| Gladstone Institutional Advisory LLC | 20,495 | $1.10M | 0.09% | +7,385+56.3% | Added |
| Truist Financial Corp | 20,617 | $1.10M | 0.00% | +242+1.2% | Added |
| Icon Wealth Advisors, LLC | 21,822 | $1.17M | 0.14% | +21,822 | New |
| US Bancorp | 22,269 | $1.19M | 0.00% | −1,666−7.0% | Reduced |
| Amalgamated Bank | 22,315 | $1.19M | 0.01% | +339+1.5% | Added |
| Achmea Investment Management B.V. | 22,622 | $1.21M | 0.04% | +478+2.2% | Added |
| Brighton Jones LLC | 22,698 | $1.21M | 0.07% | −3,171−12.3% | Reduced |
| Advisory Services Network, LLC | 22,747 | $1.22M | 0.04% | −31−0.1% | Reduced |
| Principal Financial Group Inc | 22,769 | $1.22M | 0.00% | −8,976−28.3% | Reduced |
| Vontobel Holding Ltd. | 23,389 | $1.25M | 0.01% | −10,819−31.6% | Reduced |
| Xponance, Inc. | 23,618 | $1.26M | 0.02% | +501+2.2% | Added |
| Equitable Trust Co | 24,301 | $1.30M | 0.11% | −1,944−7.4% | Reduced |
| Janus Henderson Group PLC | 24,489 | $1.31M | 0.00% | −2,024−7.6% | Reduced |
| CWM Advisors, LLC | 25,136 | $1.34M | 0.19% | −13,264−34.5% | Reduced |
| APG Asset Management N.V. | 24,640 | $1.34M | 0.00% | −7,692−23.8% | Reduced |
| Creative Planning | 25,294 | $1.35M | 0.00% | −613−2.4% | Reduced |
| FORA Capital, LLC | 25,390 | $1.36M | 0.26% | +25,390 | New |
| Pinebridge Investments, L.P. | 25,778 | $1.38M | 0.02% | +8,364+48.0% | Added |
| Vestmark Advisory Solutions, Inc. | 26,208 | $1.40M | 0.08% | −1,653−5.9% | Reduced |
| River & Mercantile Asset Management LLP | 26,270 | $1.41M | 0.27% | +26,270 | New |
| Standard Life Aberdeen plc | 26,870 | $1.44M | 0.00% | +3,760+16.3% | Added |
| Nissay Asset Management Corp | 27,569 | $1.47M | 0.02% | −31,566−53.4% | Reduced |
| Two Sigma Securities, LLC | 27,694 | $1.48M | 0.21% | +16,494+147.3% | Added |
| Westbourne Investment Advisors, Inc. | 27,854 | $1.49M | 0.79% | +3,036+12.2% | Added |
| D.A. Davidson & Co. | 28,419 | $1.52M | 0.02% | +5,792+25.6% | Added |
| Gotham Asset Management, LLC | 28,420 | $1.52M | 0.05% | +28,420 | New |
| Cutler Group LP | 28,727 | $1.54M | 0.19% | +18,592+183.4% | Added |