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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 12 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $7.87B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in DocuSign, Inc. as of Dec 31, 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
737
+15 vs. Q3 2022
Shares held
156.8M
+2.72M (+1.8%) vs. Q3 2022
Total value
$8.69B
+$451.4M (+5.5%) vs. Q3 2022
New holders
130
219 more added
Sold out
115
284 more reduced

16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 737 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ4 2022: $8.69B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2022.

Institutions holding DOCU in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
HBC Financial Services, PLLC10$00.00%+10New
Goodwin Investment Advisory1$550.00%00.0%Unchanged
Fiduciary Alliance LLC1$550.00%+1New
Sofos Investments, Inc.55$840.00%+55New
Horan Securities, Inc.3$1400.00%00.0%Unchanged
Disciplined Investments, LLC3$1660.00%+2+200.0%Added
Kelly Financial Services LLC4$2220.00%00.0%Unchanged
AllSquare Wealth Management LLC4$2220.00%00.0%Unchanged
Schubert & Co4$2220.00%−2−33.3%Reduced
Coastal Capital Group, Inc.5$2670.00%00.0%Unchanged
SJS Investment Consulting Inc.6$3320.00%−7−53.8%Reduced
Key Financial Inc7$3740.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc7$3880.00%+7New
JFS Wealth Advisors, LLC8$4430.00%−104−92.9%Reduced
Focused Wealth Management, Inc10$5540.00%00.0%Unchanged
MB, Levis & Associates, LLC10$5540.00%+10New
Pittenger & Anderson Inc11$6100.00%−25−69.4%Reduced
Fifth Third Bancorp12$6650.00%−42−77.8%Reduced
Oliver Lagore Vanvalin Investment Group15$8310.00%−1−6.3%Reduced
Clearview Wealth Advisors LLC16$8870.00%−82−83.7%Reduced
Audent Global Asset Management, LLC17$9330.00%+17New
Capital Advisors, Ltd. LLC271$1.00K0.00%−410−60.2%Reduced
Jones Financial Companies LLLP18$1.00K0.00%+18New
ClariVest Asset Management LLC11$1.00K0.00%+11New
Raffa Wealth Management, LLC20$1.11K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC20$1.11K0.00%+20New
Coppell Advisory Solutions Corp.20$1.11K0.00%+20New
BerganKDV Wealth Management, LLC21$1.16K0.00%−102−82.9%Reduced
Sutton Wealth Advisors Inc.22$1.22K0.00%+3+15.8%Added
Core Alternative Capital25$1.39K0.00%−26−51.0%Reduced
Carmichael Hill & Associates, Inc.25$1.39K0.00%00.0%Unchanged
Piershale Financial Group, Inc.25$1.39K0.00%+25New
Zions Bancorporation, N.A.27$1.50K0.00%−465−94.5%Reduced
PayPay Securities Corp27$1.50K0.10%+27New
NVWM, LLC30$1.66K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC34$1.88K0.00%00.0%Unchanged
TCG Advisory Services, LLC35$1.94K0.00%+35New
SOA Wealth Advisors, LLC.36$2.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.30$2.00K0.00%−39−56.5%Reduced
JCIC Asset Management Inc.43$2.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC34$2.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC36$2.00K0.00%+36New
Lakewood Asset Management LLC30$2.00K0.00%+30New
Financial Freedom, LLC37$2.05K0.00%+37New
Heritage Wealth Management, LLC40$2.22K0.00%+20+100.0%Added
Romano Brothers and Company40$2.22K0.00%+40New
Oakworth Capital, Inc.40$2.22K0.00%+40New
Sound Income Strategies, LLC40$2.22K0.00%+40New
Pacifica Partners Inc.45$2.36K0.00%00.0%Unchanged
Atticus Wealth Management, LLC43$2.38K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC47$2.60K0.00%00.0%Unchanged
My Personal CFO, LLC48$2.66K0.00%+48New
Lee Financial Co50$2.77K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC50$2.77K0.00%00.0%Unchanged
Costello Asset Management, INC50$2.77K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc51$2.83K0.00%+51New
Comerica Securities,inc.52$2.88K0.00%+52New
Financial Synergies Wealth Advisors, Inc.53$2.94K0.00%00.0%Unchanged
Westside Investment Management, Inc.69$3.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC61$3.00K0.01%+56+1,120.0%Added
VitalStone Financial, LLC35$3.00K0.00%+35New
True Wealth Design, LLC61$3.38K0.00%+61New
Bartlett & Co. LLC80$4.00K0.00%−410−83.7%Reduced
Asset Dedication, LLC79$4.00K0.00%−1−1.3%Reduced
Baystate Wealth Management LLC76$4.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB80$4.00K0.00%+80New
HighMark Wealth Management LLC74$4.10K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC80$4.43K0.00%−410−83.7%Reduced
Concord Wealth Partners80$4.43K0.00%+80New
Cullen/Frost Bankers, Inc.81$4.49K0.00%00.0%Unchanged
RFP Financial Group LLC81$4.49K0.00%+81New
Aspire Private Capital, LLC92$5.10K0.00%+43+87.8%Added
Earnest Partners LLC95$5.26K0.00%00.0%Unchanged
Macroview Investment Management LLC95$5.26K0.01%00.0%Unchanged
Global Wealth Strategies & Associates95$5.26K0.00%+95New
Mendota Financial Group, LLC95$5.26K0.01%+95New
Toth Financial Advisory Corp100$5.54K0.00%00.0%Unchanged
Addison Advisors LLC100$5.54K0.00%00.0%Unchanged
PFS Partners, LLC105$5.82K0.01%00.0%Unchanged
Zullo Investment Group, Inc.106$5.88K0.00%+35+49.3%Added
Private Trust Co NA100$6.00K0.00%−725−87.9%Reduced
Tradition Wealth Management, LLC112$6.00K0.00%00.0%Unchanged
Archer Investment Corp110$6.10K0.00%00.0%Unchanged
Bell Investment Advisors, Inc112$6.21K0.00%+41+57.7%Added
Richard W. Paul & Associates, LLC115$6.37K0.00%+115New
Salem Investment Counselors Inc119$6.59K0.00%00.0%Unchanged
McIlrath & Eck, LLC121$6.71K0.00%−19−13.6%Reduced
Cornerstone Planning Group LLC127$6.86K0.00%+127New
Ashburton (Jersey) Ltd133$7.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC128$7.09K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC132$7.32K0.00%−7−5.0%Reduced
Column Capital Advisors, LLC139$7.70K0.00%00.0%Unchanged
IAG Wealth Partners, LLC140$7.76K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC146$8.00K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.145$8.04K0.01%−45−23.7%Reduced
Clearstead Advisors, LLC150$8.31K0.00%+100+200.0%Added
Proequities, Inc.154$8.53K0.00%−90−36.9%Reduced
BDO Wealth Advisors, LLC158$8.76K0.00%00.0%Unchanged
NewSquare Capital LLC158$8.76K0.00%+58+58.0%Added