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 |
|---|---|---|---|---|---|
| Stephens Inc | 39,052 | $2.09M | 0.04% | +313+0.8% | Added |
| Bokf, NA | 38,452 | $2.06M | 0.04% | +21,524+127.2% | Added |
| Sage Rhino Capital LLC | 37,350 | $2.00M | 0.80% | −362−1.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 36,051 | $1.93M | 0.02% | +87+0.2% | Added |
| Bogart Wealth, LLC | 35,978 | $1.92M | 0.16% | +6,675+22.8% | Added |
| Aigen Investment Management, LP | 35,451 | $1.90M | 0.27% | +35,451 | New |
| USS Investment Management Ltd | 35,307 | $1.89M | 0.03% | −8,567−19.5% | Reduced |
| PFS Investments Inc. | 35,287 | $1.89M | 0.04% | +87+0.2% | Added |
| Utah Retirement Systems | 35,287 | $1.89M | 0.03% | +700+2.0% | Added |
| Public Employees Retirement Association of Colorado | 33,822 | $1.81M | 0.01% | +46+0.1% | Added |
| Meridian Investment Counsel Inc. | 33,588 | $1.80M | 0.80% | +450+1.4% | Added |
| Engineers Gate Manager LP | 33,543 | $1.79M | 0.11% | −98,154−74.5% | Reduced |
| New York Life Investment Management LLC | 33,448 | $1.79M | 0.02% | −1,548−4.4% | Reduced |
| Washington Trust Advisors, Inc. | 33,150 | $1.77M | 0.17% | −112−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 32,974 | $1.76M | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 32,762 | $1.75M | 0.01% | −2,243−6.4% | Reduced |
| MUFG Securities EMEA plc | 32,157 | $1.72M | 0.03% | +350+1.1% | Added |
| CIBC Asset Management Inc | 32,034 | $1.71M | 0.01% | +909+2.9% | Added |
| Allianz Asset Management GmbH | 32,026 | $1.71M | 0.00% | +3,563+12.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,354 | $1.68M | 0.01% | +5,461+21.1% | Added |
| IFM Investors Pty Ltd | 30,737 | $1.64M | 0.03% | −672−2.1% | Reduced |
| IMA Wealth, Inc. | 30,622 | $1.64M | 0.44% | −2,946−8.8% | Reduced |
| DekaBank Deutsche Girozentrale | 29,820 | $1.64M | 0.00% | +3,092+11.6% | Added |
| Kerrisdale Advisers, LLC | 30,467 | $1.63M | 0.40% | −18,543−37.8% | Reduced |
| Patten & Patten Inc | 30,384 | $1.63M | 0.15% | −675−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 30,394 | $1.63M | 0.06% | −579−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 30,000 | $1.60M | 0.01% | −492,548−94.3% | Reduced |
| Credit Agricole S A | 29,886 | $1.60M | 0.05% | −3,163−9.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,843 | $1.60M | 0.03% | −23,626−45.0% | Reduced |
| Freestone Capital Holdings, LLC | 29,503 | $1.58M | 0.07% | −455−1.5% | Reduced |
| Profund Advisors LLC | 29,407 | $1.57M | 0.11% | +2,984+11.3% | Added |
| Three Bridge Wealth Advisors, LLC | 29,382 | $1.57M | 0.80% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 29,338 | $1.57M | 0.01% | +14,966+104.1% | Added |
| Scotia Capital Inc. | 29,280 | $1.57M | 0.01% | +3,370+13.0% | Added |
| Daiwa Securities Group Inc. | 20,757 | $1.56M | 0.01% | +787+3.9% | Added |
| Cetera Advisor Networks LLC | 29,206 | $1.56M | 0.02% | +270+0.9% | Added |
| Teacher Retirement System of Texas | 28,853 | $1.54M | 0.01% | −1,690−5.5% | Reduced |
| Cutler Group LP | 28,727 | $1.54M | 0.19% | +18,592+183.4% | 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 |
| Westbourne Investment Advisors, Inc. | 27,854 | $1.49M | 0.79% | +3,036+12.2% | Added |
| Two Sigma Securities, LLC | 27,694 | $1.48M | 0.21% | +16,494+147.3% | Added |
| Nissay Asset Management Corp | 27,569 | $1.47M | 0.02% | −31,566−53.4% | Reduced |
| Standard Life Aberdeen plc | 26,870 | $1.44M | 0.00% | +3,760+16.3% | Added |
| River & Mercantile Asset Management LLP | 26,270 | $1.41M | 0.27% | +26,270 | New |
| Vestmark Advisory Solutions, Inc. | 26,208 | $1.40M | 0.08% | −1,653−5.9% | Reduced |
| Pinebridge Investments, L.P. | 25,778 | $1.38M | 0.02% | +8,364+48.0% | Added |
| FORA Capital, LLC | 25,390 | $1.36M | 0.26% | +25,390 | New |
| Creative Planning | 25,294 | $1.35M | 0.00% | −613−2.4% | Reduced |
| APG Asset Management N.V. | 24,640 | $1.34M | 0.00% | −7,692−23.8% | Reduced |
| CWM Advisors, LLC | 25,136 | $1.34M | 0.19% | −13,264−34.5% | Reduced |
| Janus Henderson Group PLC | 24,489 | $1.31M | 0.00% | −2,024−7.6% | Reduced |
| Equitable Trust Co | 24,301 | $1.30M | 0.11% | −1,944−7.4% | Reduced |
| Xponance, Inc. | 23,618 | $1.26M | 0.02% | +501+2.2% | Added |
| Vontobel Holding Ltd. | 23,389 | $1.25M | 0.01% | −10,819−31.6% | Reduced |
| Principal Financial Group Inc | 22,769 | $1.22M | 0.00% | −8,976−28.3% | Reduced |
| Advisory Services Network, LLC | 22,747 | $1.22M | 0.04% | −31−0.1% | Reduced |
| Brighton Jones LLC | 22,698 | $1.21M | 0.07% | −3,171−12.3% | Reduced |
| Achmea Investment Management B.V. | 22,622 | $1.21M | 0.04% | +478+2.2% | Added |
| Amalgamated Bank | 22,315 | $1.19M | 0.01% | +339+1.5% | Added |
| US Bancorp | 22,269 | $1.19M | 0.00% | −1,666−7.0% | Reduced |
| Icon Wealth Advisors, LLC | 21,822 | $1.17M | 0.14% | +21,822 | New |
| Truist Financial Corp | 20,617 | $1.10M | 0.00% | +242+1.2% | Added |
| Gladstone Institutional Advisory LLC | 20,495 | $1.10M | 0.09% | +7,385+56.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,462 | $1.09M | 0.06% | +7,514+58.0% | Added |
| Nelson Capital Management, LLC | 20,424 | $1.09M | 0.32% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 20,349 | $1.09M | 0.23% | 00.0% | Unchanged |
| Ieq Capital, LLC | 19,855 | $1.06M | 0.03% | −386−1.9% | Reduced |
| Regions Financial Corp | 19,836 | $1.06M | 0.01% | −89−0.4% | Reduced |
| British Columbia Investment Management Corp | 19,779 | $1.06M | 0.01% | −2,972−13.1% | Reduced |
| Mackenzie Financial Corp | 19,752 | $1.06M | 0.00% | −32,469−62.2% | Reduced |
| Independent Advisor Alliance | 19,582 | $1.05M | 0.06% | −5,388−21.6% | Reduced |
| Mariner, LLC | 19,326 | $1.03M | 0.00% | −412−2.1% | Reduced |
| Quantinno Capital Management LP | 19,289 | $1.03M | 0.13% | −6,479−25.1% | Reduced |
| Weatherly Asset Management L. P. | 19,165 | $1.02M | 0.15% | −500−2.5% | Reduced |
| Pearl River Capital, LLC | 18,635 | $996.0K | 0.19% | +4,337+30.3% | Added |
| Baker Tilly Wealth Management, LLC | 17,996 | $962.0K | 0.13% | −978−5.2% | Reduced |
| Quantamental Technologies LLC | 17,883 | $956.0K | 0.37% | +17,883 | New |
| FourThought Financial, LLC | 17,785 | $951.0K | 0.14% | −13,750−43.6% | Reduced |
| AlphaCrest Capital Management LLC | 17,582 | $940.0K | 0.06% | −874−4.7% | Reduced |
| V Wealth Advisors LLC | 17,411 | $931.0K | 0.19% | −59−0.3% | Reduced |
| Capital Markets Trading UK LLP | 17,401 | $930.0K | 1.00% | +17,401 | New |
| MML Investors Services, LLC | 17,219 | $921.0K | 0.01% | −27,689−61.7% | Reduced |
| Shelton Capital Management | 17,109 | $915.0K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,083 | $914.0K | 0.03% | +7,223+73.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,039 | $911.0K | 0.67% | +93+0.5% | Added |
| Financial Advocates Investment Management | 16,963 | $907.0K | 0.08% | +250+1.5% | Added |
| Pinnacle Associates Ltd | 16,934 | $905.0K | 0.02% | −3,220−16.0% | Reduced |
| Sit Investment Associates Inc | 16,880 | $903.0K | 0.03% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 16,790 | $898.0K | 0.32% | −1,060−5.9% | Reduced |
| 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 |
| MAI Capital Management | 16,260 | $869.0K | 0.02% | +3,908+31.6% | Added |
| Maven Securities LTD | 16,200 | $866.0K | 0.04% | −172,206−91.4% | Reduced |
| Financial Consulate, Inc | 15,849 | $847.0K | 0.36% | 00.0% | Unchanged |
| Algert Global LLC | 15,649 | $837.0K | 0.05% | +2,924+23.0% | 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 |
| American International Group, Inc. | 15,369 | $822.0K | 0.01% | +70+0.5% | Added |
| Elo Mutual Pension Insurance Co | 15,014 | $803.0K | 0.03% | −584−3.7% | Reduced |