DocuSign, Inc.

DOCU

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001261333

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2022: 738 institutions

Value heldQ3 2022: $8.32B

Institutions holding DOCU and their total value by quarter
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.

Institutions holding DOCU in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Highline Wealth Partners LLC	24	$1.28K	0.00%	+24	New
Raffa Wealth Management, LLC	20	$1.07K	0.00%	−7−25.9%	Reduced
Sutton Wealth Advisors Inc.	19	$1.02K	0.00%	+19	New
Mizuho Securities Co. Ltd.	27	$1.00K	0.00%	−1−3.6%	Reduced
Assetmark, Inc	28	$1.00K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	36	$1.00K	0.00%	00.0%	Unchanged
Heritage Wealth Management, LLC	20	$1.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	10	$1.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	25	$1.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	20	$1.00K	0.00%	00.0%	Unchanged
Moser Wealth Advisors, LLC	26	$1.00K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	16	$1.00K	0.00%	00.0%	Unchanged
Beacon Capital Management, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Brown Brothers Harriman & Co	12	$1.00K	0.00%	+12	New
American Research & Management Co.	27	$1.00K	0.00%	+27	New
SJS Investment Consulting Inc.	13	$1.00K	0.00%	+13	New
Kelly Financial Services LLC	4	$214	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	3	$145	0.00%	00.0%	Unchanged
ARK Investment Management LLCSuperinvestorARK Invest	3	$0	0.00%	−1,594−99.8%	Reduced
Goodwin Investment Advisory	1	$0	0.00%	00.0%	Unchanged
Advocacy Wealth Management Services, LLC	5	$0	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	2	$0	0.00%	00.0%	Unchanged
Private Ocean, LLC	4	$0	0.00%	00.0%	Unchanged
AllSquare Wealth Management LLC	4	$0	0.00%	00.0%	Unchanged
Horan Securities, Inc.	3	$0	0.00%	00.0%	Unchanged
Investors Research Corp	3	$0	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	5	$0	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	5	$0	0.00%	00.0%	Unchanged
Key Financial Inc	7	$0	0.00%	00.0%	Unchanged
Schubert & Co	6	$0	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	8	$0	0.00%	00.0%	Unchanged
Hallmark Capital Management Inc	5	$0	0.00%	+5	New
GHP Investment Advisors, Inc.	7	$0	0.00%	+7	New
Disciplined Investments, LLC	1	$0	0.00%	+1	New
Bellwether Advisors, LLC	8	$0	0.00%	+8	New
McClarren Financial Advisors, Inc.	2	$0	0.00%	+2	New
Gordian Capital Singapore Pte Ltd	1	–	–	00.0%	Unchanged
Compagnie Lombard Odier SCmA	0	$0	0.00%	−250−100.0%	Sold out
Wellington Management Group LLP	0	$0	0.00%	−1,643,876−100.0%	Sold out
Apeiron Capital Ltd	0	$0	0.00%	−154,500−100.0%	Sold out
Squarepoint Ops LLC	0	$0	0.00%	−143,506−100.0%	Sold out
Los Angeles Capital Management LLC	0	$0	0.00%	−105,279−100.0%	Sold out
Tudor Investment Corp Et Al	0	$0	0.00%	−97,312−100.0%	Sold out
Twinbeech Capital LP	0	$0	0.00%	−87,997−100.0%	Sold out
Point72 Hong Kong Ltd	0	$0	0.00%	−79,567−100.0%	Sold out
Walleye Trading LLC	0	$0	0.00%	−57,148−100.0%	Sold out
Blueshift Asset Management, LLC	0	$0	0.00%	−50,331−100.0%	Sold out
DDD Partners, LLC	0	$0	0.00%	−43,990−100.0%	Sold out
Arthedge Capital Management, LLC	0	$0	0.00%	−40,700−100.0%	Sold out
Kayak Investment Partners LLC	0	$0	0.00%	−38,000−100.0%	Sold out
Paradiem, LLC	0	$0	0.00%	−35,699−100.0%	Sold out
Ambassador Advisors, LLC	0	$0	0.00%	−27,661−100.0%	Sold out
Duality Advisers, LP	0	$0	0.00%	−27,506−100.0%	Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.	0	$0	0.00%	−24,926−100.0%	Sold out
Virtu Financial LLC	0	$0	0.00%	−22,152−100.0%	Sold out
Karani Asset Management LLC	0	$0	0.00%	−15,133−100.0%	Sold out
Van Hulzen Asset Management, LLC	0	$0	0.00%	−14,872−100.0%	Sold out
Paloma Partners Management Co	0	$0	0.00%	−14,100−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−14,068−100.0%	Sold out
Echo Street Capital Management LLC	0	$0	0.00%	−13,676−100.0%	Sold out
CMT Capital Markets Trading GmbH	0	$0	0.00%	−13,521−100.0%	Sold out
Wolverine Trading, LLC	0	$0	0.00%	−12,011−100.0%	Sold out
Tran Capital Management, L.P.	0	$0	0.00%	−11,919−100.0%	Sold out
Bouvel Investment Partners, LLC	0	$0	0.00%	−11,200−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−11,172−100.0%	Sold out
CIBC World Markets Corp	0	$0	0.00%	−11,140−100.0%	Sold out
Walleye Capital LLC	0	$0	0.00%	−10,781−100.0%	Sold out
Laird Norton Trust Company, LLC	0	$0	0.00%	−10,116−100.0%	Sold out
Gsa Capital Partners LLP	0	$0	0.00%	−9,695−100.0%	Sold out
Stokes Family Office, LLC	0	$0	0.00%	−9,568−100.0%	Sold out
Tredje AP-fonden	0	$0	0.00%	−9,333−100.0%	Sold out
Jennison Associates LLC	0	$0	0.00%	−9,327−100.0%	Sold out
Verition Fund Management LLC	0	$0	0.00%	−7,294−100.0%	Sold out
Sigma Planning Corp	0	$0	0.00%	−7,238−100.0%	Sold out
Clearline Capital LP	0	$0	0.00%	−7,009−100.0%	Sold out
Advisor Resource Council	0	$0	0.00%	−6,963−100.0%	Sold out
Baker Avenue Asset Management, LP	0	$0	0.00%	−6,755−100.0%	Sold out
Precision Wealth Strategies, LLC	0	$0	0.00%	−6,185−100.0%	Sold out
Parkwood LLC	0	$0	0.00%	−6,416−100.0%	Sold out
Sompo Asset Management Co., Ltd.	0	$0	0.00%	−6,190−100.0%	Sold out
Souders Financial Advisors	0	$0	0.00%	−5,921−100.0%	Sold out
Prime Capital Investment Advisors, LLC	0	$0	0.00%	−5,743−100.0%	Sold out
Pinnacle Wealth Management Advisory Group, LLC	0	$0	0.00%	−5,628−100.0%	Sold out
Caisse de Depot Et Placement du Quebec	0	$0	0.00%	−5,595−100.0%	Sold out
Artemis Investment Management LLP	0	$0	0.00%	−5,272−100.0%	Sold out
Marathon Trading Investment Management LLC	0	$0	0.00%	−5,200−100.0%	Sold out
Wiley Bros.-Aintree Capital, LLC	0	$0	0.00%	−5,025−100.0%	Sold out
Legacy Advisors, LLC	0	$0	0.00%	−4,821−100.0%	Sold out
Annex Advisory Services, LLC	0	$0	0.00%	−4,798−100.0%	Sold out
JT Stratford LLC	0	$0	0.00%	−4,763−100.0%	Sold out
HBW Advisory Services LLC	0	$0	0.00%	−4,372−100.0%	Sold out
Aspen Investment Management Inc	0	$0	0.00%	−4,207−100.0%	Sold out
Grandview Asset Management LLC	0	$0	0.00%	−4,178−100.0%	Sold out
Pendal Group Limited	0	$0	0.00%	−4,147−100.0%	Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0	$0	0.00%	−4,086−100.0%	Sold out
ICA Group Wealth Management, LLC	0	$0	0.00%	−3,528−100.0%	Sold out
Van Eck Associates Corp	0	$0	0.00%	−3,923−100.0%	Sold out
United Capital Financial Advisers, LLC	0	$0	0.00%	−3,875−100.0%	Sold out
Schechter Investment Advisors, LLC	0	$0	0.00%	−3,858−100.0%	Sold out