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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 340 | $18.0K | 0.00% | +75+28.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $16.0K | 0.00% | −1,400−82.4% | Reduced |
| Cambridge Trust Co | 300 | $16.0K | 0.00% | −1,000−76.9% | Reduced |
| Quadrant Capital Group LLC | 304 | $16.0K | 0.00% | −60−16.5% | Reduced |
| Clean Yield Group | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 300 | $16.0K | 0.01% | +300 | New |
| EverSource Wealth Advisors, LLC | 287 | $15.0K | 0.00% | −685−70.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 280 | $15.0K | 0.00% | −101−26.5% | Reduced |
| SRS Capital Advisors, Inc. | 285 | $15.0K | 0.00% | +24+9.2% | Added |
| Crewe Advisors LLC | 284 | $15.0K | 0.00% | +19+7.2% | Added |
| DuPont Capital Management Corp | 280 | $15.0K | 0.00% | +280 | New |
| EdgeRock Capital LLC | 280 | $15.0K | 0.01% | +280 | New |
| CarsonAllaria Wealth Management, Ltd. | 257 | $14.0K | 0.01% | −7−2.7% | Reduced |
| Ci Investments Inc. | 258 | $14.0K | 0.00% | +234+975.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 255 | $14.0K | 0.00% | +255 | New |
| Allworth Financial LP | 250 | $13.0K | 0.00% | −302−54.7% | Reduced |
| Proequities, Inc. | 244 | $13.0K | 0.00% | −132−35.1% | Reduced |
| AdvisorNet Financial, Inc | 243 | $13.0K | 0.00% | −118−32.7% | Reduced |
| Adirondack Trust Co | 235 | $13.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 221 | $12.0K | 0.00% | +6+2.8% | Added |
| Arrow Financial Corp | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 214 | $11.0K | 0.00% | −72−25.2% | Reduced |
| CVA Family Office, LLC | 210 | $11.0K | 0.00% | −30−12.5% | Reduced |
| Cedar Wealth Management, LLC | 214 | $11.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 210 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 212 | $11.0K | 0.00% | +212 | New |
| Tradewinds Capital Management, LLC | 190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 194 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 213 | $10.0K | 0.00% | +32+17.7% | Added |
| Harvest Fund Management Co., Ltd | 181 | $10.0K | 0.00% | +39+27.5% | Added |
| Simplex Trading, LLC | 177 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 163 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 165 | $9.00K | 0.00% | +165 | New |
| Vigilant Capital Management, LLC | 169 | $9.00K | 0.00% | +169 | New |
| Tilia Fiduciary Partners, Inc. | 190 | $8.00K | 0.01% | −2−1.0% | Reduced |
| BDO Wealth Advisors, LLC | 158 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 146 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 125 | $7.00K | 0.01% | −105−45.7% | Reduced |
| Stonebridge Capital Advisors LLC | 139 | $7.00K | 0.00% | −17−10.9% | Reduced |
| Column Capital Advisors, LLC | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 128 | $7.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 123 | $7.00K | 0.00% | −4−3.1% | Reduced |
| Salem Investment Counselors Inc | 119 | $6.00K | 0.00% | −39−24.7% | Reduced |
| Tradition Wealth Management, LLC | 112 | $6.00K | 0.00% | −22−16.4% | Reduced |
| JFS Wealth Advisors, LLC | 112 | $6.00K | 0.00% | +8+7.7% | Added |
| Carolinas Wealth Consulting LLC | 113 | $6.00K | 0.00% | +113 | New |
| Archer Investment Corp | 110 | $5.88K | 0.00% | −367−76.9% | Reduced |
| PFS Partners, LLC | 105 | $5.62K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 98 | $5.00K | 0.00% | −71−42.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $5.00K | 0.00% | −50−33.3% | Reduced |
| HM Payson & Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 95 | $5.00K | 0.01% | +4+4.4% | Added |
| Operose Advisors LLC | 100 | $5.00K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 69 | $4.00K | 0.00% | −327−82.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $4.00K | 0.00% | +14+24.6% | Added |
| Asset Dedication, LLC | 80 | $4.00K | 0.00% | +80 | New |
| Almanack Investment Partners, LLC. | 73 | $4.00K | 0.00% | +73 | New |
| HHM Wealth Advisors, LLC | 52 | $3.00K | 0.00% | −453−89.7% | Reduced |
| Clearstead Advisors, LLC | 50 | $3.00K | 0.00% | −180−78.3% | Reduced |
| Laurel Wealth Advisors LLC | 50 | $3.00K | 0.00% | −100−66.7% | Reduced |
| Fifth Third Bancorp | 54 | $3.00K | 0.00% | −61−53.0% | Reduced |
| Sandy Spring Bank | 65 | $3.00K | 0.00% | −4−5.8% | Reduced |
| Westside Investment Management, Inc. | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $3.00K | 0.00% | +21+72.4% | Added |
| Lee Financial Co | 50 | $3.00K | 0.00% | +50 | New |
| Aspire Private Capital, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Standard Family Office LLC | 53 | $3.00K | 0.00% | +53 | New |
| Cowa, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Financial Synergies Wealth Advisors, Inc. | 53 | $2.83K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 36 | $2.00K | 0.00% | +25+227.3% | Added |
| JJJ Advisors Inc. | 50 | $2.00K | 0.00% | +33+194.1% | Added |
| 1832 Asset Management L.P. | 43 | $2.00K | 0.00% | +43 | New |
| Old North State Trust, LLC | 34 | $2.00K | 0.00% | +34 | New |
| TD Private Client Wealth LLC | 30 | $1.60K | 0.00% | −28−48.3% | Reduced |