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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 7,557 | $404.0K | 0.02% | +180+2.4% | Added |
| Mercer Global Advisors Inc | 7,451 | $398.0K | 0.00% | −1,513−16.9% | Reduced |
| Exchange Traded Concepts, LLC | 7,390 | $395.0K | 0.01% | −2,128−22.4% | Reduced |
| KLK Capital Management LLC | 7,381 | $394.0K | 0.52% | +7,381 | New |
| Franklin Resources Inc | 7,342 | $392.0K | 0.00% | −99,770−93.1% | Reduced |
| Benchmark Investment Advisors LLC | 7,320 | $391.0K | 0.42% | −1,475−16.8% | 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 |
| WSFS Capital Management, LLC | 7,207 | $385.0K | 0.14% | −8−0.1% | Reduced |
| Ocean Capital Management, LLC | 7,075 | $384.0K | 0.21% | −1,265−15.2% | Reduced |
| Flagship Harbor Advisors, LLC | 7,089 | $379.0K | 0.04% | +194+2.8% | Added |
| Malaga Cove Capital, LLC | 6,967 | $373.0K | 0.21% | +2,552+57.8% | 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 |
| Northeast Financial Consultants Inc | 6,725 | $360.0K | 0.03% | +1,200+21.7% | Added |
| Comprehensive Financial Management LLC | 6,593 | $353.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,588 | $352.0K | 0.02% | +508+8.4% | Added |
| Impax Asset Management Group plc | 6,557 | $351.0K | 0.00% | −6,790−50.9% | Reduced |
| Carmel Capital Partners, LLC | 6,490 | $347.0K | 0.34% | +2,732+72.7% | Added |
| Kestra Private Wealth Services, LLC | 6,446 | $345.0K | 0.02% | +1,057+19.6% | Added |
| Ethic Inc. | 6,421 | $343.0K | 0.02% | −1,451−18.4% | Reduced |
| GFG Capital, LLC | 6,351 | $340.0K | 0.11% | +571+9.9% | Added |
| Jackson Square Capital, LLC | 6,299 | $337.0K | 0.16% | −82−1.3% | 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 |
| Cresset Asset Management, LLC | 6,176 | $329.0K | 0.00% | −4,703−43.2% | Reduced |
| Corient Capital Partners, LLC | 5,706 | $327.0K | 0.03% | +5,706 | New |
| Proficio Capital Partners LLC | 6,002 | $326.0K | 0.06% | +17+0.3% | Added |
| Compass Financial Advisors LLC | 6,055 | $324.0K | 0.48% | −825−12.0% | Reduced |
| Tiedemann Advisors, LLC | 6,043 | $323.0K | 0.02% | +6,043 | New |
| Keebeck Alpha, LP | 6,004 | $321.0K | 0.17% | −633−9.5% | Reduced |
| Pacer Advisors, Inc. | 5,946 | $318.0K | 0.00% | +154+2.7% | Added |
| Meiji Yasuda Life Insurance Co | 5,876 | $314.0K | 0.01% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 5,806 | $310.0K | 0.00% | −230,297−97.5% | Reduced |
| 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 |
| Bailard, Inc. | 5,519 | $295.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 5,476 | $293.0K | 0.06% | +1,038+23.4% | Added |
| Valeo Financial Advisors, LLC | 5,459 | $292.0K | 0.02% | −840−13.3% | 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 |
| Silvant Capital Management LLC | 5,363 | $287.0K | 0.02% | −24−0.4% | Reduced |
| Apollon Wealth Management, LLC | 5,351 | $286.0K | 0.02% | +60+1.1% | Added |
| Acadian Asset Management LLC | 5,309 | $283.0K | 0.00% | +3,324+167.5% | Added |
| Copperwynd Financial, LLC | 5,275 | $282.0K | 0.16% | +563+11.9% | Added |
| Gleason Group, Inc. | 5,264 | $281.0K | 0.10% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,320 | $280.0K | 0.05% | +6,320 | New |
| Benjamin F. Edwards & Company, Inc. | 5,218 | $279.0K | 0.01% | −402−7.2% | Reduced |
| 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 |
| Rehmann Capital Advisory Group | 5,198 | $277.9K | 0.03% | +383+8.0% | 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 |
| Newbridge Financial Services Group, Inc. | 5,040 | $269.0K | 0.16% | +347+7.4% | Added |
| Financial Partners Group, Inc | 4,978 | $266.0K | 0.07% | −74−1.5% | Reduced |
| 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 |
| Brown Miller Wealth Management, LLC | 4,854 | $259.0K | 0.18% | +807+19.9% | Added |
| 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 |
| Canvas Wealth Advisors, LLC | 5,253 | $257.0K | 0.11% | −13,401−71.8% | Reduced |
| Clarus Group, Inc. | 4,796 | $256.0K | 0.23% | −500−9.4% | Reduced |
| Meridian Wealth Advisors, LLC | 4,729 | $253.0K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 4,708 | $252.0K | 0.01% | +105+2.3% | Added |
| Rodgers Brothers Inc. | 4,650 | $249.0K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,640 | $248.0K | 0.00% | −152,367−97.0% | Reduced |
| Granite Bay Wealth Management, LLC | 4,591 | $245.0K | 0.20% | +225+5.2% | Added |
| Enlightenment Research, LLC | 4,504 | $241.0K | 0.53% | +4,504 | New |
| Modus Advisors, LLC | 4,467 | $239.0K | 0.13% | −7,144−61.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,410 | $236.0K | 0.02% | +690+18.5% | Added |
| 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 |
| Boothbay Fund Management, LLC | 4,385 | $234.0K | 0.01% | +4,385 | New |
| Inspire Advisors, LLC | 4,330 | $232.0K | 0.06% | −3−0.1% | Reduced |
| FineMark National Bank & Trust | 4,330 | $231.0K | 0.01% | +200+4.8% | Added |
| Focus Financial Network, Inc. | 4,303 | $230.1K | 0.02% | +369+9.4% | Added |
| Donoghue Forlines LLC | 4,308 | $230.0K | 0.08% | −4,083−48.7% | Reduced |
| Grove Bank & Trust | 4,278 | $229.0K | 0.06% | +84+2.0% | Added |
| Silverhawk Asset Management, LLC | 4,240 | $227.0K | 0.23% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,163 | $226.1K | 0.00% | −189−4.3% | Reduced |
| 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 |
| GoalVest Advisory LLC | 4,194 | $224.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| 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 |
| IVC Wealth Advisors LLC | 4,048 | $216.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| QVIDTVM Management LLC | 4,000 | $214.0K | 0.14% | +4,000 | New |
| We Are One Seven, LLC | 3,132 | $213.0K | 0.02% | +3,132 | New |
| Clarius Group, LLC | 3,974 | $212.0K | 0.02% | −127−3.1% | Reduced |
| Motley Fool Asset Management LLC | 3,949 | $211.0K | 0.02% | +49+1.3% | Added |