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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.

Q4 2022 vs. Q3 2022

How the institutions holding DocuSign, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of DOCU: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders73816737+15
Shares155.5M1.44M156.8M+2.72M (+1.8%)
Value$8.32B$76.8M$8.69B+$451.4M (+5.5%)

16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (130)

Institutions that held DocuSign, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 130 by value.

Institutions new to DOCU in Q4 2022
InstitutionSharesValue% of portfolio
Newlands Management Operations LLC2,064,229$114.4M3.01%
Candlestick Capital Management LP607,273$33.7M1.49%
Armistice Capital, LLC416,000$23.1M0.62%
Wolverine Trading, LLC402,572$22.3M0.38%
Holocene Advisors, LP385,199$21.3M0.13%
HRT Financial LP375,639$20.8M0.29%
Trexquant Investment LP199,427$11.1M0.31%
Susquehanna Fundamental Investments, LLC185,395$10.3M0.18%
Capital Group Investment Management Pte. Ltd.150,079$8.32M0.32%
Tudor Investment Corp Et Al121,957$6.76M0.17%
Walleye Trading LLC108,586$6.02M0.15%
Twin Tree Management, LP88,885$4.93M0.15%
Ergoteles LLC71,336$3.95M0.15%
Bayesian Capital Management, LP50,253$2.79M0.41%
Destiny Capital Corp43,028$2.75M2.26%
Tredje AP-fonden40,420$2.24M0.04%
Y-Intercept (Hong Kong) Ltd37,231$2.06M0.30%
Duality Advisers, LP35,478$1.97M0.22%
Crawford Lake Capital Management, LLC33,500$1.86M5.79%
Coronation Fund Managers Ltd.30,086$1.67M0.05%
Group One Trading, L.P.27,308$1.51M0.05%
Eos Management, L.P.26,740$1.48M0.75%
Gsa Capital Partners LLP26,169$1.45M0.18%
Y.D. More Investments Ltd24,435$1.36M0.37%
Point72 Middle East FZE23,533$1.30M0.10%
Centiva Capital, LP21,600$1.20M0.10%
Harvest Portfolios Group Inc.19,645$1.09M0.06%
Hood River Capital Management LLC18,745$1.04M0.04%
Westwood Holdings Group Inc.18,277$1.01M0.01%
Morgens Waterfall Vintiadis & Co Inc18,000$997.6K0.86%
Boston Partners17,914$992.8K0.00%
PGGM Investments17,837$989.0K0.02%
Cerity Partners LLC17,744$983.4K0.01%
Fox Run Management, L.L.C.16,031$888.4K0.36%
Aquila Investment Management LLC14,000$775.9K0.60%
Landscape Capital Management, L.L.C.13,875$769.0K0.11%
Alliance Wealth Advisors, LLC13,653$756.6K0.34%
CI Private Wealth, LLC13,343$740.5K0.00%
International Assets Investment Management, LLC13,168$729.8K0.08%
Allstate Corp12,687$703.1K0.02%
Allstate Investment Management Co12,687$703.1K0.02%
Virginia Retirement Systems Et Al12,600$698.3K0.01%
Waycross Investment Management Co11,232$622.5K0.63%
BBJS Financial Advisors, LLC11,162$618.6K0.28%
Weiss Multi-Strategy Advisers LLC11,100$615.0K0.02%
Garde Capital, Inc.10,940$606.0K0.07%
Merit Financial Group, LLC10,919$605.1K0.02%
Public Sector Pension Investment Board10,741$595.3K0.00%
DFPG Investments, LLC9,883$589.0K0.10%
Laird Norton Trust Company, LLC10,116$560.6K0.08%
Marex Group plc9,400$520.9K0.07%
Brookfield Asset Management Inc.9,399$520.9K0.00%
Verition Fund Management LLC9,116$505.2K0.01%
Granite Point Capital Management, L.P.9,000$498.8K0.60%
Los Angeles Capital Management LLC8,745$484.6K0.00%
Northstar Advisory Group, LLC8,649$479.3K0.38%
Echo Street Capital Management LLC8,238$456.6K0.00%
DC Investments Management, LLC7,279$403.4K0.51%
Schechter Investment Advisors, LLC7,050$390.7K0.04%
Axq Capital, LP7,049$390.7K0.27%
Prudential PLC6,255$346.7K0.00%
StoneX Group Inc.6,067$336.3K0.04%
Inceptionr LLC6,011$333.1K0.18%
Insigneo Advisory Services, LLC5,981$331.0K0.13%
Capital Investment Advisory Services, LLC5,596$310.1K0.04%
Unio Capital LLC5,210$288.7K0.16%
Prelude Capital Management, LLC4,888$270.9K0.02%
Griffin Asset Management, Inc.4,450$246.6K0.04%
McGowan Group Asset Management, Inc.4,359$241.6K0.04%
Kapstone Financial Advisors LLC3,558$241.3K0.22%
Pendal Group Limited4,322$239.5K0.00%
Veriti Management LLC4,317$239.2K0.03%
Diametric Capital, LP4,286$237.5K0.11%
BI Asset Management Fondsmaeglerselskab A/S4,173$231.0K0.01%
Fukoku Mutual Life Insurance Co4,128$228.8K0.02%
Cantor Fitzgerald, L. P.3,750$208.0K0.00%
Tectonic Advisors LLC3,650$202.3K0.03%
Symmetry Peak Management LLC3,000$166.3K0.66%
AM Squared Ltd2,800$155.2K0.10%
Accurate Wealth Management, LLC2,567$149.0K0.05%
ICA Group Wealth Management, LLC2,361$130.8K0.03%
Baker Avenue Asset Management, LP1,669$92.5K0.01%
CoreCap Advisors, LLC1,514$83.9K0.01%
Cary Street Partner Investment Advisory LLC1,500$83.1K0.01%
Oder Investment Management, LLC1,235$68.4K0.09%
Register Financial Advisors LLC1,020$56.5K0.04%
One Wealth Advisors, LLC640$35.5K0.01%
Headlands Technologies LLC537$30.0K0.02%
Evermay Wealth Management LLC501$27.8K0.01%
Partners Capital Investment Group, LLP434$24.1K0.00%
McElhenny Sheffield Capital Management, LLC150$22.5K0.01%
Paragon Wealth Strategies, LLC400$22.2K0.03%
Elequin Capital LP384$21.3K0.01%
Quarry LP376$20.8K0.02%
Eagle Bay Advisors LLC250$13.9K0.01%
Farther Finance Advisors, LLC238$13.2K0.01%
Colonial Trust Co162$9.03K0.00%
DB Wealth Management Group, LLC158$8.76K0.01%
Cornerstone Planning Group LLC127$6.86K0.00%
Richard W. Paul & Associates, LLC115$6.37K0.00%

Sold out (115)

Institutions that held DocuSign, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Showing the largest 100 of 115 by value.

Institutions that sold out of DOCU in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
T. Rowe Price Investment Management, Inc.2,518,551$134.7M
Ardevora Asset Management LLP421,100$22.5M
Marshall Wace, LLP314,119$16.8M
Mirae Asset Global Investments Co., Ltd.155,736$8.33M
Occudo Quantitative Strategies LP119,158$6.37M
Woodline Partners LP111,604$5.97M
Parcion Private Wealth LLC46,141$2.47M
Lord, Abbett & Co. LLC46,038$2.46M
Aigen Investment Management, LP35,451$1.90M
Kerrisdale Advisers, LLC30,467$1.63M
Healthcare of Ontario Pension Plan Trust Fund30,000$1.60M
FORA Capital, LLC25,390$1.36M
Nelson Capital Management, LLC20,424$1.09M
AlphaCrest Capital Management LLC17,582$940.0K
Shelton Capital Management17,109$915.0K
Maven Securities LTD16,200$866.0K
ING Groep NV15,460$827.0K
Caas Capital Management LP14,568$779.0K
Roberts Wealth Advisors, LLC13,439$693.0K
Industrial Alliance Investment Management Inc.12,463$666.0K
Bradley Mark J.12,390$663.0K
NEIRG Wealth Management, LLC11,014$589.0K
Louisiana State Employees Retirement System10,800$577.0K
Harvest Volatility Management LLC10,432$576.0K
HAP Trading, LLC10,091$540.0K
Highland Private Wealth Management9,754$522.0K
Synergy Financial Group, LTD9,431$504.0K
Foundations Investment Advisors, LLC9,302$497.0K
PDT Partners, LLC9,100$487.0K
Clare Market Investments LLC8,970$479.6K
Zeke Capital Advisors, LLC8,867$474.0K
Private Advisor Group, LLC8,275$442.0K
Mountain Capital Investment Advisors, Inc9,414$438.0K
Lattice Capital Management, LLC7,760$415.0K
KLK Capital Management LLC7,381$394.0K
Benchmark Investment Advisors LLC7,320$391.0K
Equitable Holdings, Inc.7,293$390.0K
Ocean Capital Management, LLC7,075$384.0K
Northeast Financial Consultants Inc6,725$360.0K
GFG Capital, LLC6,351$340.0K
Jackson Square Capital, LLC6,299$337.0K
Pacer Advisors, Inc.5,946$318.0K
Wasatch Advisors Inc5,806$310.0K
Tortoise Index Solutions, LLC5,476$293.0K
Stratos Wealth Partners, LTD.5,407$289.0K
Raymond James Trust N.A.5,209$278.0K
Perfromance Wealth Partners, LLC4,915$263.0K
Meridian Wealth Advisors, LLC4,729$253.0K
Enlightenment Research, LLC4,504$241.0K
Ameritas Investment Partners, Inc.4,398$235.0K
Focus Financial Network, Inc.4,303$230.1K
Chilton Investment Co LLC4,175$223.0K
Octavia Wealth Advisors, LLC4,153$222.0K
Sovereign Financial Group, Inc.4,017$215.0K
We Are One Seven, LLC3,132$213.0K
Clarius Group, LLC3,974$212.0K
Sigma Investment Counselors Inc3,896$208.0K
Avestar Capital, LLC3,787$202.0K
Burton Enright Welch3,760$201.0K
Dark Forest Capital Management LP3,753$201.0K
Householder Group Estate & Retirement Specialist, LLC3,654$195.0K
Oxler Private Wealth LLC2,320$124.0K
Global Financial Private Client, LLC2,318$122.7K
Emerald Advisers, LLC2,125$114.0K
Park Circle Co2,000$107.0K
Bessemer Group Inc1,957$105.0K
Evoke Wealth, LLC1,728$92.0K
Castle Wealth Management LLC1,030$55.0K
Penserra Capital Management LLC951$50.0K
Catalyst Capital Advisors LLC794$43.0K
Wagner Wealth Management, LLC761$41.0K
ICICI Prudential Asset Management Co Ltd734$39.0K
Valley National Advisers Inc620$30.0K
Investors Asset Management of Georgia Inc525$28.0K
Wolverine Asset Management LLC469$25.0K
Clean Yield Group300$16.0K
Edmond de Rothschild Holding S.A.300$16.0K
Ellis Investment Partners, LLC300$16.0K
High Net Worth Advisory Group LLC300$16.0K
GPS Wealth Strategies Group, LLC280$15.0K
EdgeRock Capital LLC280$15.0K
MUFG Americas Holdings Corp212$11.0K
Pinnacle Financial Partners Inc165$9.00K
Vigilant Capital Management, LLC169$9.00K
Hexagon Capital Partners LLC163$9.00K
Smithfield Trust Co128$7.00K
Carolinas Wealth Consulting LLC113$6.00K
Almanack Investment Partners, LLC.73$4.00K
Delos Wealth Advisors, LLC72$4.00K
Sandy Spring Bank65$3.00K
HHM Wealth Advisors, LLC52$3.00K
Standard Family Office LLC53$3.00K
Cowa, LLC50$3.00K
Raleigh Capital Management Inc.50$3.00K
1832 Asset Management L.P.43$2.00K
Webster Bank, N. A.35$2.00K
JJJ Advisors Inc.50$2.00K
Old North State Trust, LLC34$2.00K
TD Private Client Wealth LLC30$1.60K
Highline Wealth Partners LLC24$1.28K

Not filed for Q4 2022 yet (16)

Institutions that held DocuSign, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management1,333,124$71.3M
FourThought Financial, LLC17,785$951.0K
Surevest, LLC14,166$757.0K
American Portfolios Advisors13,398$716.4K
Covington Capital Management11,934$638.0K
Strategic Wealth Advisors Group, LLC11,411$610.0K
Jefferies Group LLC10,435$558.0K
Corient Capital Partners, LLC5,706$327.0K
Keebeck Alpha, LP6,004$321.0K
Redpoint Investment Management Pty Ltd5,640$302.0K
NuWave Investment Management, LLC3,720$199.0K
Wipfli Financial Advisors LLC,1,607$86.0K
Strategic Asset Management, LLC582$19.0K
Monolith Advisors361$19.0K
Vienna Asset Management LLC350$19.0K
American Research & Management Co.27$1.00K