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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 3,896 | $208.0K | 0.02% | −1,441−27.0% | Reduced |
| Wealthfront Advisers LLC | 3,867 | $207.0K | 0.00% | −152−3.8% | Reduced |
| Avestar Capital, LLC | 3,787 | $202.0K | 0.06% | −1,246−24.8% | Reduced |
| Texas Yale Capital Corp. | 3,775 | $202.0K | 0.01% | 00.0% | Unchanged |
| Burton Enright Welch | 3,760 | $201.0K | 0.10% | +51+1.4% | Added |
| Dark Forest Capital Management LP | 3,753 | $201.0K | 0.04% | +3,753 | New |
| NuWave Investment Management, LLC | 3,720 | $199.0K | 0.23% | −3,443−48.1% | Reduced |
| Signaturefd, LLC | 3,724 | $199.0K | 0.01% | +145+4.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,654 | $195.0K | 0.08% | −1,342−26.9% | Reduced |
| IFP Advisors, Inc | 3,389 | $193.0K | 0.01% | +967+39.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 3,482 | $186.0K | 0.14% | +650+23.0% | Added |
| Umb Bank N A | 3,439 | $184.0K | 0.00% | +5+0.1% | Added |
| Spire Wealth Management | 3,287 | $176.0K | 0.01% | −302−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,500 | $172.0K | 0.00% | −10,000−74.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,021 | $162.0K | 0.02% | −550−15.4% | Reduced |
| Truvestments Capital LLC | 2,686 | $144.0K | 0.09% | −47−1.7% | Reduced |
| Manchester Capital Management LLC | 2,406 | $129.0K | 0.02% | −800−25.0% | Reduced |
| Castleview Partners, LLC | 2,421 | $129.0K | 0.12% | +2,417+60,425.0% | Added |
| Oxler Private Wealth LLC | 2,320 | $124.0K | 0.07% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,318 | $122.7K | 0.07% | +9+0.4% | Added |
| Quent Capital, LLC | 2,288 | $122.0K | 0.03% | −23−1.0% | Reduced |
| Seaport Global Advisors, LLC | 2,237 | $120.0K | 0.49% | +768+52.3% | Added |
| Glen Eagle Advisors, LLC | 2,163 | $115.7K | 0.03% | −60−2.7% | Reduced |
| Belpointe Asset Management LLC | 2,158 | $115.0K | 0.01% | +327+17.9% | Added |
| Emerald Advisers, LLC | 2,125 | $114.0K | 0.01% | −16−0.7% | Reduced |
| CNB Bank | 2,089 | $112.0K | 0.08% | −275−11.6% | Reduced |
| Seeyond | 2,014 | $107.0K | 0.01% | −111−5.2% | Reduced |
| Park Circle Co | 2,000 | $107.0K | 0.11% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,988 | $106.0K | 0.01% | −258−11.5% | Reduced |
| Advisors Asset Management, Inc. | 1,967 | $105.0K | 0.00% | −598−23.3% | Reduced |
| Bessemer Group Inc | 1,957 | $105.0K | 0.00% | +1,387+243.3% | Added |
| EMC Capital Management | 2,000 | $103.0K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,899 | $102.0K | 0.01% | −776−29.0% | Reduced |
| Gables Capital Management Inc. | 1,892 | $101.0K | 0.08% | −1,180−38.4% | Reduced |
| Ossiam | 1,868 | $100.0K | 0.00% | +1,868 | New |
| Evoke Wealth, LLC | 1,728 | $92.0K | 0.00% | −310−15.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,707 | $91.0K | 0.00% | −1−0.1% | Reduced |
| Wolff Wiese Magana LLC | 1,668 | $90.0K | 0.07% | −24−1.4% | Reduced |
| Global Trust Asset Management, LLC | 1,660 | $89.0K | 0.05% | +10+0.6% | Added |
| Hudock, Inc. | 1,650 | $88.0K | 0.03% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,607 | $86.0K | 0.01% | +1,607 | New |
| City State Bank | 1,499 | $80.0K | 0.06% | +470+45.7% | Added |
| WR Wealth Planners, LLC | 1,326 | $70.9K | 0.05% | +206+18.4% | Added |
| Harbour Investments, Inc. | 1,225 | $70.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,252 | $67.0K | 0.06% | −676−35.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,160 | $62.0K | 0.01% | −705−37.8% | Reduced |
| Edge Capital Group, LLC | 1,150 | $61.0K | 0.01% | +125+12.2% | Added |
| American National Bank | 1,142 | $61.0K | 0.01% | −64−5.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,063 | $59.0K | 0.00% | −89−7.7% | Reduced |
| Anchor Investment Management, LLC | 1,100 | $58.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,082 | $58.0K | 0.00% | −25−2.3% | Reduced |
| PSI Advisors, LLC | 1,074 | $57.0K | 0.03% | −90−7.7% | Reduced |
| Castle Wealth Management LLC | 1,030 | $55.0K | 0.03% | +150+17.0% | Added |
| Caz Investments LP | 1,000 | $53.0K | 0.22% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 977 | $52.0K | 0.00% | −175−15.2% | Reduced |
| Sittner & Nelson, LLC | 950 | $51.0K | 0.03% | +650+216.7% | Added |
| Financial Perspectives, Inc | 944 | $50.5K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 951 | $50.0K | 0.00% | +24+2.6% | Added |
| Sierra Capital LLC | 875 | $47.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 857 | $46.0K | 0.01% | −237−21.7% | Reduced |
| Private Trust Co NA | 825 | $44.0K | 0.01% | −17−2.0% | Reduced |
| Catalyst Capital Advisors LLC | 794 | $43.0K | 0.00% | −3,009−79.1% | Reduced |
| Rise Advisors, LLC | 802 | $43.0K | 0.04% | −5−0.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 754 | $42.0K | 0.00% | −43−5.4% | Reduced |
| Wagner Wealth Management, LLC | 761 | $41.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 760 | $41.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 768 | $41.0K | 0.01% | +768 | New |
| ICICI Prudential Asset Management Co Ltd | 734 | $39.0K | 0.01% | +138+23.2% | Added |
| Rosenberg Matthew Hamilton | 715 | $38.0K | 0.01% | +15+2.1% | Added |
| Global Retirement Partners, LLC | 795 | $38.0K | 0.00% | +530+200.0% | Added |
| Performa Ltd (US), LLC | 700 | $37.0K | 0.02% | +325+86.7% | Added |
| Capital Advisors, Ltd. LLC | 681 | $36.0K | 0.01% | +20+3.0% | Added |
| First Manhattan Co | 650 | $34.0K | 0.00% | −1,500−69.8% | Reduced |
| Ancora Advisors, LLC | 588 | $31.0K | 0.00% | −332−36.1% | Reduced |
| Valley National Advisers Inc | 620 | $30.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 554 | $30.0K | 0.00% | +554 | New |
| Riverview Trust Co | 539 | $29.0K | 0.03% | +145+36.8% | Added |
| Investors Asset Management of Georgia Inc | 525 | $28.0K | 0.01% | −225−30.0% | Reduced |
| Versant Capital Management, Inc | 530 | $28.0K | 0.01% | −13−2.4% | Reduced |
| Tortoise Investment Management, LLC | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 490 | $26.2K | 0.00% | −99−16.8% | Reduced |
| Bartlett & Co. LLC | 490 | $26.0K | 0.00% | −99−16.8% | Reduced |
| Zions Bancorporation, N.A. | 492 | $26.0K | 0.00% | −2−0.4% | Reduced |
| Wolverine Asset Management LLC | 469 | $25.0K | 0.00% | −2,070−81.5% | Reduced |
| Desjardins Global Asset Management Inc. | 462 | $24.0K | 0.00% | −86−15.7% | Reduced |
| Optimum Investment Advisors | 450 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 405 | $22.0K | 0.01% | −12−2.9% | Reduced |
| North Star Investment Management Corp. | 406 | $22.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 394 | $21.0K | 0.01% | −13−3.2% | Reduced |
| Institutional & Family Asset Management, LLC | 390 | $21.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 392 | $21.0K | 0.00% | +74+23.3% | Added |
| Pin Oak Investment Advisors Inc | 369 | $20.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 348 | $19.0K | 0.00% | −141−28.8% | Reduced |
| Huntington National Bank | 351 | $19.0K | 0.00% | −27−7.1% | Reduced |
| Lindbrook Capital, LLC | 349 | $19.0K | 0.00% | −10−2.8% | Reduced |
| Monolith Advisors | 361 | $19.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 582 | $19.0K | 0.03% | +507+676.0% | Added |
| Vienna Asset Management LLC | 350 | $19.0K | 0.05% | +350 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 | $18.0K | 0.00% | +70+25.9% | Added |