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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DB Wealth Management Group, LLC | 158 | $8.76K | 0.01% | +158 | New |
| Colonial Trust Co | 162 | $9.03K | 0.00% | +162 | New |
| Glassman Wealth Services | 170 | $9.42K | 0.00% | −178−51.1% | Reduced |
| Front Row Advisors LLC | 184 | $10.0K | 0.01% | −210−53.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 182 | $10.1K | 0.00% | +174+2,175.0% | Added |
| Tradewinds Capital Management, LLC | 190 | $10.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 192 | $10.6K | 0.00% | −338−63.8% | Reduced |
| AdvisorNet Financial, Inc | 192 | $10.6K | 0.00% | −51−21.0% | Reduced |
| Rocky Mountain Advisers, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $11.0K | 0.01% | +82+65.6% | Added |
| Optimum Investment Advisors | 200 | $11.1K | 0.01% | −250−55.6% | Reduced |
| HM Payson & Co | 200 | $11.1K | 0.00% | +100+100.0% | Added |
| Operose Advisors LLC | 200 | $11.1K | 0.01% | +100+100.0% | Added |
| First Horizon Advisors, Inc. | 202 | $11.2K | 0.00% | −11−5.2% | Reduced |
| Cedar Wealth Management, LLC | 214 | $11.9K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 210 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 217 | $12.0K | 0.00% | −67−23.6% | Reduced |
| Adirondack Trust Co | 235 | $13.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 238 | $13.2K | 0.01% | +238 | New |
| PSI Advisors, LLC | 239 | $13.2K | 0.01% | −835−77.7% | Reduced |
| Eagle Bay Advisors LLC | 250 | $13.9K | 0.01% | +250 | New |
| Riverview Trust Co | 254 | $14.0K | 0.01% | −285−52.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 256 | $14.0K | 0.01% | −1−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 255 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 271 | $15.0K | 0.00% | −524−65.9% | Reduced |
| SRS Capital Advisors, Inc. | 288 | $16.0K | 0.00% | +3+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 | $18.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 340 | $18.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 350 | $19.4K | 0.00% | +140+66.7% | Added |
| Benjamin Edwards Inc | 354 | $20.0K | 0.01% | −503−58.7% | Reduced |
| Pin Oak Investment Advisors Inc | 369 | $20.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 376 | $20.8K | 0.02% | +376 | New |
| Elequin Capital LP | 384 | $21.3K | 0.01% | +384 | New |
| Institutional & Family Asset Management, LLC | 392 | $21.7K | 0.00% | +2+0.5% | Added |
| Paragon Wealth Strategies, LLC | 400 | $22.2K | 0.03% | +400 | New |
| McElhenny Sheffield Capital Management, LLC | 150 | $22.5K | 0.01% | +150 | New |
| North Star Investment Management Corp. | 406 | $22.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 412 | $22.8K | 0.00% | +198+92.5% | Added |
| Partners Capital Investment Group, LLP | 434 | $24.1K | 0.00% | +434 | New |
| Huntington National Bank | 451 | $25.0K | 0.00% | +100+28.5% | Added |
| Trustcore Financial Services, LLC | 463 | $25.7K | 0.00% | −1,525−76.7% | Reduced |
| Sit Investment Associates Inc | 490 | $27.0K | 0.00% | −16,390−97.1% | Reduced |
| Evermay Wealth Management LLC | 501 | $27.8K | 0.01% | +501 | New |
| Edge Capital Group, LLC | 505 | $28.0K | 0.00% | −645−56.1% | Reduced |
| Tyler-Stone Wealth Management | 530 | $29.0K | 0.02% | +336+173.2% | Added |
| Parkside Financial Bank & Trust | 534 | $29.6K | 0.01% | +129+31.9% | Added |
| Headlands Technologies LLC | 537 | $30.0K | 0.02% | +537 | New |
| Desjardins Global Asset Management Inc. | 563 | $31.0K | 0.00% | +101+21.9% | Added |
| Ci Investments Inc. | 556 | $31.0K | 0.00% | +298+115.5% | Added |
| City Holding Co | 568 | $31.5K | 0.01% | −200−26.0% | Reduced |
| Ancora Advisors, LLC | 603 | $33.0K | 0.00% | +15+2.6% | Added |
| Beacon Capital Management, LLC | 625 | $34.6K | 0.01% | +615+6,150.0% | Added |
| Clear Street Markets LLC | 624 | $35.0K | 0.01% | −41,073−98.5% | Reduced |
| One Wealth Advisors, LLC | 640 | $35.5K | 0.01% | +640 | New |
| Harel Insurance Investments & Financial Services Ltd. | 643 | $36.0K | 0.00% | −111−14.7% | Reduced |
| First Manhattan Co | 650 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 696 | $38.6K | 0.00% | −1,203−63.3% | Reduced |
| Rosenberg Matthew Hamilton | 715 | $39.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 727 | $40.3K | 0.00% | +378+108.3% | Added |
| Washington Trust Co | 760 | $42.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 768 | $42.6K | 0.03% | −34−4.2% | Reduced |
| Montag A & Associates Inc | 857 | $47.5K | 0.00% | −225−20.8% | Reduced |
| Gradient Investments LLC | 876 | $48.6K | 0.00% | −101−10.3% | Reduced |
| Advisors Asset Management, Inc. | 911 | $50.5K | 0.00% | −1,056−53.7% | Reduced |
| Whittier Trust Co | 916 | $50.8K | 0.00% | +362+65.3% | Added |
| Quadrant Capital Group LLC | 920 | $51.0K | 0.01% | +616+202.6% | Added |
| Sittner & Nelson, LLC | 950 | $52.6K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 958 | $53.0K | 0.00% | −105−9.9% | Reduced |
| GWM Advisors LLC | 6,156 | $54.2K | 0.00% | +745+13.8% | Added |
| Financial Perspectives, Inc | 981 | $54.4K | 0.03% | +37+3.9% | Added |
| Caz Investments LP | 1,000 | $55.0K | 0.18% | 00.0% | Unchanged |
| Allworth Financial LP | 994 | $55.1K | 0.00% | +744+297.6% | Added |
| Anchor Investment Management, LLC | 1,000 | $55.4K | 0.01% | −100−9.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,000 | $55.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,000 | $55.4K | 0.01% | +500+100.0% | Added |
| Sierra Capital LLC | 1,015 | $56.0K | 0.01% | +140+16.0% | Added |
| Register Financial Advisors LLC | 1,020 | $56.5K | 0.04% | +1,020 | New |
| Wolff Wiese Magana LLC | 1,133 | $62.8K | 0.05% | −535−32.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,160 | $64.3K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,199 | $66.0K | 0.04% | −300−20.0% | Reduced |
| Umb Bank N A | 1,219 | $68.0K | 0.00% | −2,220−64.6% | Reduced |
| Oder Investment Management, LLC | 1,235 | $68.4K | 0.09% | +1,235 | New |
| Harbour Investments, Inc. | 1,242 | $68.8K | 0.00% | +17+1.4% | Added |
| Gables Capital Management Inc. | 1,302 | $72.2K | 0.05% | −590−31.2% | Reduced |
| Performa Ltd (US), LLC | 1,350 | $74.8K | 0.04% | +650+92.9% | Added |
| Tower Research Capital LLC (TRC) | 1,348 | $75.0K | 0.00% | −54,442−97.6% | Reduced |
| Belpointe Asset Management LLC | 1,427 | $79.1K | 0.00% | −731−33.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,500 | $83.1K | 0.01% | +1,500 | New |
| CoreCap Advisors, LLC | 1,514 | $83.9K | 0.01% | +1,514 | New |
| Harbor Capital Advisors, Inc. | 1,548 | $85.8K | 0.09% | +296+23.6% | Added |
| Baker Avenue Asset Management, LP | 1,669 | $92.5K | 0.01% | +1,669 | New |
| Whittier Trust Co of Nevada Inc | 1,677 | $92.9K | 0.00% | −30−1.8% | Reduced |
| Gleason Group, Inc. | 1,857 | $102.9K | 0.03% | −3,407−64.7% | Reduced |
| Ossiam | 1,868 | $103.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,976 | $109.5K | 0.02% | −312−13.6% | Reduced |
| WR Wealth Planners, LLC | 1,982 | $109.8K | 0.07% | +656+49.5% | Added |
| CNB Bank | 1,995 | $110.6K | 0.07% | −94−4.5% | Reduced |