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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 15,000 | $802.0K | 0.10% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 14,832 | $793.1K | 0.81% | −285−1.9% | Reduced |
| Maryland State Retirement & Pension System | 14,800 | $791.0K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,710 | $787.0K | 0.01% | +1,287+9.6% | Added |
| Rockefeller Capital Management L.P. | 14,716 | $786.0K | 0.00% | −88,933−85.8% | Reduced |
| Twin Lakes Capital Management, LLC | 14,642 | $783.0K | 0.63% | −9,341−38.9% | Reduced |
| 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 |
| Venturi Wealth Management, LLC | 14,381 | $769.0K | 0.07% | +674+4.9% | Added |
| Surevest, LLC | 14,166 | $757.0K | 0.21% | +3,154+28.6% | Added |
| Ameritas Advisory Services, LLC | 13,990 | $748.0K | 0.04% | +622+4.7% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 13,729 | $734.0K | 0.01% | −440−3.1% | Reduced |
| American Portfolios Advisors | 13,398 | $716.4K | 0.03% | −463−3.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 13,361 | $714.0K | 0.04% | −523−3.8% | Reduced |
| Titleist Asset Management, Ltd. | 13,277 | $710.0K | 0.17% | +4,787+56.4% | Added |
| Baader Bank INC | 13,200 | $705.8K | 0.06% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 13,037 | $697.0K | 0.17% | +762+6.2% | Added |
| Bennett Selby Investments LP | 13,007 | $695.0K | 0.56% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 13,439 | $693.0K | 0.34% | +1,065+8.6% | Added |
| Essex LLC | 12,917 | $691.0K | 0.23% | −538−4.0% | Reduced |
| Kovack Advisors, Inc. | 12,733 | $681.0K | 0.10% | +7,348+136.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,639 | $676.0K | 0.02% | +127+1.0% | Added |
| Resonant Capital Advisors, LLC | 12,566 | $672.0K | 0.10% | +124+1.0% | Added |
| Caption Management, LLC | 12,500 | $669.0K | 0.12% | −5,900−32.1% | Reduced |
| Bank of Nova Scotia | 12,481 | $668.0K | 0.00% | +12,481 | New |
| Industrial Alliance Investment Management Inc. | 12,463 | $666.0K | 0.02% | +471+3.9% | Added |
| Fishman Jay A Ltd | 12,425 | $664.4K | 0.10% | 00.0% | Unchanged |
| 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 |
| TrimTabs Asset Management, LLC | 12,345 | $660.0K | 0.45% | +12,345 | New |
| MetLife Investment Management | 12,257 | $655.4K | 0.01% | +8+0.1% | Added |
| Vident Investment Advisory, LLC | 12,515 | $655.0K | 0.02% | +3,160+33.8% | Added |
| Wedbush Securities Inc | 12,117 | $648.0K | 0.04% | −2,766−18.6% | Reduced |
| Parallel Advisors, LLC | 12,066 | $645.0K | 0.03% | −284−2.3% | Reduced |
| Covington Capital Management | 11,934 | $638.0K | 0.03% | +9+0.1% | Added |
| Resolute Partners Group | 11,824 | $632.0K | 0.08% | +1,092+10.2% | Added |
| Western Wealth Management, LLC | 11,921 | $631.0K | 0.04% | −20.0% | Reduced |
| Atria Wealth Solutions, Inc. | 11,579 | $619.1K | 0.01% | +6,756+140.1% | Added |
| M&T Bank Corp | 11,560 | $617.0K | 0.00% | +939+8.8% | Added |
| Strategic Wealth Advisors Group, LLC | 11,411 | $610.0K | 0.03% | +555+5.1% | 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 |
| NEIRG Wealth Management, LLC | 11,014 | $589.0K | 0.12% | +228+2.1% | Added |
| Green Alpha Advisors, LLC | 10,827 | $579.0K | 0.49% | +68+0.6% | Added |
| Louisiana State Employees Retirement System | 10,800 | $577.0K | 0.02% | +100+0.9% | Added |
| Harvest Volatility Management LLC | 10,432 | $576.0K | 0.10% | −286−2.7% | Reduced |
| Lazard Asset Management LLC | 10,708 | $572.0K | 0.00% | −55−0.5% | Reduced |
| Aspiriant, LLC | 10,574 | $565.0K | 0.03% | 00.0% | Unchanged |
| Jefferies Group LLC | 10,435 | $558.0K | 0.02% | +10,435 | New |
| Independent Financial Group, LLC | 10,390 | $555.6K | 0.05% | −1,270−10.9% | Reduced |
| Toroso Investments, LLC | 10,328 | $552.0K | 0.02% | +1,485+16.8% | 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 |
| FinTrust Capital Advisors, LLC | 11,233 | $545.0K | 0.14% | +2,007+21.8% | Added |
| Canandaigua National Corp | 10,162 | $543.0K | 0.10% | −92−0.9% | Reduced |
| HAP Trading, LLC | 10,091 | $540.0K | 0.07% | −79−0.8% | Reduced |
| 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 |
| 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 |
| Davenport & Co LLC | 9,976 | $533.0K | 0.00% | +65+0.7% | Added |
| Highland Private Wealth Management | 9,754 | $522.0K | 0.08% | +9,754 | New |
| Stamos Capital Partners, L.P. | 9,680 | $518.0K | 0.13% | +5,880+154.7% | Added |
| JustInvest LLC | 9,668 | $517.0K | 0.02% | +562+6.2% | Added |
| Federation des caisses Desjardins du Quebec | 9,454 | $505.5K | 0.01% | −20−0.2% | Reduced |
| Synergy Financial Group, LTD | 9,431 | $504.0K | 0.76% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 9,378 | $501.0K | 0.03% | −2,710−22.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,302 | $497.0K | 0.02% | +6,139+194.1% | Added |
| Redmond Asset Management, LLC | 9,265 | $495.0K | 0.18% | +1,227+15.3% | Added |
| Wrapmanager Inc | 9,216 | $493.0K | 0.17% | −738−7.4% | Reduced |
| E. Ohman J:or Asset Management AB | 9,200 | $491.9K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,100 | $487.0K | 0.07% | +9,100 | New |
| Bollard Group LLC | 9,053 | $484.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,003 | $481.0K | 0.03% | +3,423+61.3% | Added |
| Clare Market Investments LLC | 8,970 | $479.6K | 0.21% | +8,970 | New |
| Zeke Capital Advisors, LLC | 8,867 | $474.0K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 8,790 | $470.0K | 0.01% | −3,096−26.0% | Reduced |
| Manchester Financial Inc | 8,747 | $468.0K | 0.13% | +1,672+23.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,665 | $463.0K | 0.03% | −300−3.3% | Reduced |
| Beacon Pointe Advisors, LLC | 8,697 | $462.0K | 0.01% | +316+3.8% | Added |
| RMR Wealth Builders | 8,572 | $458.0K | 0.11% | +8,572 | New |
| The PNC Financial Services Group, Inc. | 8,358 | $446.0K | 0.00% | −645−7.2% | Reduced |
| Private Advisor Group, LLC | 8,275 | $442.0K | 0.01% | −494−5.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,250 | $441.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,215 | $439.0K | 0.01% | −2,116−20.5% | 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 |
| Prospera Financial Services Inc | 7,957 | $425.0K | 0.02% | −1,602−16.8% | Reduced |
| 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 |
| CIBC World Markets Inc. | 7,879 | $421.0K | 0.00% | +428+5.7% | Added |
| Hollencrest Capital Management | 7,839 | $419.0K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 7,775 | $416.0K | 0.00% | −2,283−22.7% | Reduced |
| 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 |
| CWM, LLC | 7,715 | $412.0K | 0.00% | +1,291+20.1% | Added |
| Prudential Financial Inc | 7,355 | $406.0K | 0.00% | −1,140−13.4% | Reduced |