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 |
|---|---|---|---|---|---|
| EMC Capital Management | 2,000 | $111.0K | 0.10% | 00.0% | Unchanged |
| Seeyond | 2,011 | $111.5K | 0.01% | −3−0.1% | Reduced |
| Money Concepts Capital Corp | 2,098 | $116.3K | 0.01% | +1,877+849.3% | Added |
| Glen Eagle Advisors, LLC | 2,133 | $118.2K | 0.03% | −30−1.4% | Reduced |
| ICA Group Wealth Management, LLC | 2,361 | $130.8K | 0.03% | +2,361 | New |
| Manchester Capital Management LLC | 2,406 | $133.3K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,498 | $138.4K | 0.13% | +77+3.2% | Added |
| IFP Advisors, Inc | 2,438 | $142.0K | 0.00% | −951−28.1% | Reduced |
| Global Trust Asset Management, LLC | 2,612 | $144.8K | 0.07% | +952+57.3% | Added |
| Accurate Wealth Management, LLC | 2,567 | $149.0K | 0.05% | +2,567 | New |
| Gibson Wealth Advisors LLC | 3,150 | $153.0K | 0.00% | +3,100+6,200.0% | Added |
| AM Squared Ltd | 2,800 | $155.2K | 0.10% | +2,800 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,832 | $156.9K | 0.12% | −650−18.7% | Reduced |
| Spire Wealth Management | 2,837 | $157.0K | 0.01% | −450−13.7% | Reduced |
| Symmetry Peak Management LLC | 3,000 | $166.3K | 0.66% | +3,000 | New |
| Knights of Columbus Asset Advisors LLC | 3,021 | $167.4K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 3,025 | $167.6K | 0.00% | −12,344−80.3% | Reduced |
| Balyasny Asset Management LLC | 3,182 | $176.3K | 0.00% | −214,705−98.5% | Reduced |
| Twin Lakes Capital Management, LLC | 3,303 | $183.1K | 0.14% | −11,339−77.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,564 | $194.0K | 0.05% | +3,383+1,869.1% | Added |
| Motley Fool Asset Management LLC | 3,613 | $200.2K | 0.02% | −336−8.5% | Reduced |
| Tectonic Advisors LLC | 3,650 | $202.3K | 0.03% | +3,650 | New |
| IVC Wealth Advisors LLC | 3,753 | $208.0K | 0.15% | −295−7.3% | Reduced |
| Banque Cantonale Vaudoise | 3,768 | $208.0K | 0.01% | −4,000−51.5% | Reduced |
| Cantor Fitzgerald, L. P. | 3,750 | $208.0K | 0.00% | +3,750 | New |
| Texas Yale Capital Corp. | 3,775 | $209.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,847 | $213.2K | 0.03% | +3,560+1,240.4% | Added |
| Clarus Group, Inc. | 3,898 | $216.0K | 0.19% | −898−18.7% | Reduced |
| Central Trust Co | 3,925 | $217.5K | 0.01% | −1,200−23.4% | Reduced |
| Modus Advisors, LLC | 4,013 | $222.4K | 0.11% | −454−10.2% | Reduced |
| Legal Advantage Investments, Inc. | 4,015 | $222.5K | 0.18% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 4,082 | $226.0K | 0.15% | −509−11.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,099 | $227.2K | 0.01% | −1,360−24.9% | Reduced |
| FineMark National Bank & Trust | 4,113 | $227.9K | 0.01% | −217−5.0% | Reduced |
| Canvas Wealth Advisors, LLC | 3,965 | $228.0K | 0.10% | −1,288−24.5% | Reduced |
| Clear Creek Financial Management, LLC | 4,124 | $228.6K | 0.05% | −273−6.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,128 | $228.8K | 0.02% | +4,128 | New |
| Cipher Capital LP | 4,132 | $229.0K | 0.04% | −51,055−92.5% | Reduced |
| Siemens Fonds Invest GmbH | 4,153 | $230.2K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,173 | $231.0K | 0.01% | +4,173 | New |
| Ridgewood Investments LLC | 4,170 | $231.1K | 0.17% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4,194 | $232.4K | 0.15% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,195 | $232.5K | 0.00% | −2,362−36.0% | Reduced |
| Brandywine Managers, LLC | 4,211 | $233.4K | 0.82% | 00.0% | Unchanged |
| Hudock, Inc. | 4,234 | $234.6K | 0.08% | +2,584+156.6% | Added |
| Silverhawk Asset Management, LLC | 4,240 | $235.0K | 0.21% | 00.0% | Unchanged |
| Diametric Capital, LP | 4,286 | $237.5K | 0.11% | +4,286 | New |
| Veriti Management LLC | 4,317 | $239.2K | 0.03% | +4,317 | New |
| Pendal Group Limited | 4,322 | $239.5K | 0.00% | +4,322 | New |
| Inspire Advisors, LLC | 4,331 | $240.0K | 0.06% | +10.0% | Added |
| Arden Trust Co | 4,353 | $241.2K | 0.05% | −2,483−36.3% | Reduced |
| Kapstone Financial Advisors LLC | 3,558 | $241.3K | 0.22% | +3,558 | New |
| McGowan Group Asset Management, Inc. | 4,359 | $241.6K | 0.04% | +4,359 | New |
| Boothbay Fund Management, LLC | 4,434 | $245.7K | 0.01% | +49+1.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,436 | $246.0K | 0.01% | −782−15.0% | Reduced |
| Rehmann Capital Advisory Group | 4,440 | $246.1K | 0.03% | −758−14.6% | Reduced |
| Equitable Trust Co | 4,447 | $246.5K | 0.02% | −19,854−81.7% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $246.6K | 0.04% | +4,450 | New |
| Donoghue Forlines LLC | 4,456 | $247.0K | 0.09% | +148+3.4% | Added |
| Purus Wealth Management, LLC | 4,531 | $251.1K | 0.23% | −296−6.1% | Reduced |
| IHT Wealth Management, LLC | 4,728 | $262.0K | 0.02% | −183−3.7% | Reduced |
| Boston Private Wealth LLC | 4,729 | $262.1K | 0.00% | −679−12.6% | Reduced |
| Vestcor Inc | 4,741 | $263.0K | 0.01% | +33+0.7% | Added |
| Seaport Global Advisors, LLC | 4,751 | $263.3K | 0.91% | +2,514+112.4% | Added |
| Stansberry Asset Management, LLC | 4,820 | $267.1K | 0.06% | +671+16.2% | Added |
| Prelude Capital Management, LLC | 4,888 | $270.9K | 0.02% | +4,888 | New |
| Geneos Wealth Management Inc. | 4,908 | $272.0K | 0.02% | −235−4.6% | Reduced |
| Rodgers Brothers Inc. | 4,915 | $272.4K | 0.05% | +265+5.7% | Added |
| Pinnacle Associates Ltd | 4,924 | $272.9K | 0.01% | −12,010−70.9% | Reduced |
| Signaturefd, LLC | 4,927 | $273.1K | 0.01% | +1,203+32.3% | Added |
| Copperwynd Financial, LLC | 4,935 | $273.5K | 0.15% | −340−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 4,947 | $274.2K | 0.00% | −2,065,633−99.8% | Reduced |
| Captrust Financial Advisors | 4,982 | $276.1K | 0.00% | −5,318−51.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,009 | $278.0K | 0.01% | +182+3.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,153 | $285.6K | 0.02% | −246−4.6% | Reduced |
| Green Alpha Advisors, LLC | 5,205 | $288.0K | 0.24% | −5,622−51.9% | Reduced |
| 1776 Wealth LLC | 5,199 | $288.0K | 0.21% | −2,710−34.3% | Reduced |
| Unio Capital LLC | 5,210 | $288.7K | 0.16% | +5,210 | New |
| Brown Miller Wealth Management, LLC | 5,233 | $290.0K | 0.18% | +379+7.8% | Added |
| Tokio Marine Asset Management Co Ltd | 5,237 | $290.2K | 0.02% | +827+18.8% | Added |
| Americana Partners, LLC | 5,438 | $291.7K | 0.05% | −882−14.0% | Reduced |
| Acadian Asset Management LLC | 5,309 | $293.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,292 | $293.3K | 0.02% | −59−1.1% | Reduced |
| Truvestments Capital LLC | 5,365 | $297.3K | 0.17% | +2,679+99.7% | Added |
| Financial Partners Group, Inc | 4,811 | $297.6K | 0.07% | −167−3.4% | Reduced |
| Silvant Capital Management LLC | 5,445 | $301.8K | 0.02% | +82+1.5% | Added |
| Bailard, Inc. | 5,519 | $305.9K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 5,532 | $306.6K | 0.21% | −958−14.8% | Reduced |
| Capital Investment Advisory Services, LLC | 5,596 | $310.1K | 0.04% | +5,596 | New |
| LaFleur & Godfrey LLC | 5,609 | $310.9K | 0.05% | −2,590−31.6% | Reduced |
| Personal Cfo Solutions, LLC | 5,673 | $314.4K | 0.07% | −565−9.1% | Reduced |
| Flagship Harbor Advisors, LLC | 5,747 | $318.5K | 0.03% | −1,342−18.9% | Reduced |
| Western Wealth Management, LLC | 5,847 | $324.0K | 0.03% | −6,074−51.0% | Reduced |
| ProShare Advisors LLC | 5,861 | $324.8K | 0.00% | −171,874−96.7% | Reduced |
| Compass Financial Advisors LLC | 5,865 | $325.0K | 0.44% | −190−3.1% | Reduced |
| TrimTabs Asset Management, LLC | 5,947 | $329.6K | 0.22% | −6,398−51.8% | Reduced |
| Insigneo Advisory Services, LLC | 5,981 | $331.0K | 0.13% | +5,981 | New |
| Roberts Glore & Co Inc | 5,975 | $331.1K | 0.11% | −1,945−24.6% | Reduced |
| Inceptionr LLC | 6,011 | $333.1K | 0.18% | +6,011 | New |
| Tiedemann Advisors, LLC | 6,043 | $334.9K | 0.02% | 00.0% | Unchanged |