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.
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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 6,067 | $336.3K | 0.04% | +6,067 | New |
| Cresset Asset Management, LLC | 6,103 | $338.2K | 0.00% | −73−1.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,211 | $344.2K | 0.20% | +1,171+23.2% | Added |
| Prudential PLC | 6,255 | $346.7K | 0.00% | +6,255 | New |
| Kestra Private Wealth Services, LLC | 6,464 | $358.2K | 0.02% | +18+0.3% | Added |
| Beacon Pointe Advisors, LLC | 6,497 | $360.1K | 0.01% | −2,200−25.3% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $365.4K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,661 | $370.6K | 0.07% | +659+11.0% | Added |
| Snowden Capital Advisors LLC | 6,726 | $372.8K | 0.02% | +138+2.1% | Added |
| CIBC Asset Management Inc | 6,752 | $374.2K | 0.00% | −25,282−78.9% | Reduced |
| Ethic Inc. | 6,843 | $379.2K | 0.02% | +422+6.6% | Added |
| Bristlecone Advisors, LLC | 6,892 | $382.0K | 0.05% | +1,493+27.7% | Added |
| Malaga Cove Capital, LLC | 7,009 | $388.4K | 0.21% | +42+0.6% | Added |
| Axq Capital, LP | 7,049 | $390.7K | 0.27% | +7,049 | New |
| Schechter Investment Advisors, LLC | 7,050 | $390.7K | 0.04% | +7,050 | New |
| Lido Advisors, LLC | 7,087 | $392.8K | 0.01% | +830+13.3% | Added |
| Laurel Wealth Advisors, Inc. | 7,207 | $399.0K | 0.04% | −90−1.2% | Reduced |
| Prospera Financial Services Inc | 7,243 | $401.4K | 0.02% | −714−9.0% | Reduced |
| DC Investments Management, LLC | 7,279 | $403.4K | 0.51% | +7,279 | New |
| Wrapmanager Inc | 7,323 | $406.0K | 0.13% | −1,893−20.5% | Reduced |
| WSFS Capital Management, LLC | 7,356 | $407.6K | 0.04% | +149+2.1% | Added |
| Wealthcare Advisory Partners LLC | 7,432 | $411.9K | 0.02% | −125−1.7% | Reduced |
| Independent Financial Group, LLC | 7,469 | $413.9K | 0.04% | −2,921−28.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,533 | $417.5K | 0.01% | −1,257−14.3% | Reduced |
| Capital Markets Trading UK LLP | 7,589 | $420.0K | 1.11% | −9,812−56.4% | Reduced |
| CWM, LLC | 7,620 | $422.0K | 0.00% | −95−1.2% | Reduced |
| Vident Investment Advisory, LLC | 7,653 | $424.1K | 0.02% | −4,862−38.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,919 | $438.9K | 0.02% | −5,442−40.7% | Reduced |
| NewEdge Wealth, LLC | 7,967 | $441.5K | 0.02% | −2,122−21.0% | Reduced |
| Grove Bank & Trust | 8,019 | $444.0K | 0.10% | +3,741+87.4% | Added |
| Exchange Traded Concepts, LLC | 8,021 | $444.5K | 0.01% | +631+8.5% | Added |
| FinTrust Capital Advisors, LLC | 8,079 | $447.7K | 0.11% | −3,154−28.1% | Reduced |
| Wealthfront Advisers LLC | 8,135 | $450.8K | 0.00% | +4,268+110.4% | Added |
| RMR Wealth Builders | 8,172 | $452.9K | 0.10% | −400−4.7% | Reduced |
| Mercer Global Advisors Inc | 8,228 | $456.0K | 0.00% | +777+10.4% | Added |
| Echo Street Capital Management LLC | 8,238 | $456.6K | 0.00% | +8,238 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,250 | $457.2K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 8,396 | $465.0K | 0.00% | +621+8.0% | Added |
| Wedbush Securities Inc | 8,406 | $466.0K | 0.03% | −3,711−30.6% | Reduced |
| Manchester Financial Inc | 8,459 | $468.8K | 0.13% | −288−3.3% | Reduced |
| Canandaigua National Corp | 8,538 | $473.0K | 0.08% | −1,624−16.0% | Reduced |
| Northstar Advisory Group, LLC | 8,649 | $479.3K | 0.38% | +8,649 | New |
| Los Angeles Capital Management LLC | 8,745 | $484.6K | 0.00% | +8,745 | New |
| Prudential Financial Inc | 8,805 | $488.0K | 0.00% | +1,450+19.7% | Added |
| Cetera Investment Advisers | 8,891 | $492.7K | 0.00% | +676+8.2% | Added |
| Hollencrest Capital Management | 8,999 | $498.7K | 0.06% | +1,160+14.8% | Added |
| Granite Point Capital Management, L.P. | 9,000 | $498.8K | 0.60% | +9,000 | New |
| U.S. Capital Wealth Advisors, LLC | 9,029 | $500.4K | 0.02% | −349−3.7% | Reduced |
| Bollard Group LLC | 9,053 | $502.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,116 | $505.2K | 0.01% | +9,116 | New |
| Stamos Capital Partners, L.P. | 9,150 | $507.1K | 0.16% | −530−5.5% | Reduced |
| E. Ohman J:or Asset Management AB | 9,200 | $509.9K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,230 | $511.5K | 0.03% | +227+2.5% | Added |
| Centaurus Financial, Inc. | 9,316 | $516.0K | 0.05% | +1,409+17.8% | Added |
| Pearl River Capital, LLC | 9,343 | $517.8K | 0.09% | −9,292−49.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,365 | $519.0K | 0.03% | +700+8.1% | Added |
| Brookfield Asset Management Inc. | 9,399 | $520.9K | 0.00% | +9,399 | New |
| Marex Group plc | 9,400 | $520.9K | 0.07% | +9,400 | New |
| IMA Wealth, Inc. | 9,444 | $523.4K | 0.14% | −21,178−69.2% | Reduced |
| Venturi Wealth Management, LLC | 9,451 | $523.8K | 0.05% | −4,930−34.3% | Reduced |
| Keybank National Association | 9,483 | $525.5K | 0.00% | −823−8.0% | Reduced |
| Redmond Asset Management, LLC | 9,680 | $536.5K | 0.19% | +415+4.5% | Added |
| Hilltop Holdings Inc. | 9,702 | $537.7K | 0.07% | +2,885+42.3% | Added |
| Shell Asset Management Co | 9,785 | $542.0K | 0.02% | −1,506−13.3% | Reduced |
| Davenport & Co LLC | 9,798 | $543.0K | 0.00% | −178−1.8% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $554.2K | 0.22% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 10,000 | $554.2K | 0.22% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 10,116 | $560.6K | 0.08% | +10,116 | New |
| Parallel Advisors, LLC | 10,381 | $575.3K | 0.02% | −1,685−14.0% | Reduced |
| First Growth Investment Manager LP | 10,500 | $581.9K | 1.48% | −31,750−75.1% | Reduced |
| Aspiriant, LLC | 10,574 | $586.0K | 0.03% | 00.0% | Unchanged |
| DFPG Investments, LLC | 9,883 | $589.0K | 0.10% | +9,883 | New |
| Public Sector Pension Investment Board | 10,741 | $595.3K | 0.00% | +10,741 | New |
| Mackenzie Financial Corp | 10,890 | $603.5K | 0.00% | −8,862−44.9% | Reduced |
| Toroso Investments, LLC | 10,911 | $605.0K | 0.02% | +583+5.6% | Added |
| Merit Financial Group, LLC | 10,919 | $605.1K | 0.02% | +10,919 | New |
| Garde Capital, Inc. | 10,940 | $606.0K | 0.07% | +10,940 | New |
| Cetera Advisors LLC | 10,960 | $607.4K | 0.01% | +885+8.8% | Added |
| Federated Hermes, Inc. | 11,029 | $611.2K | 0.00% | −589,291−98.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 11,100 | $615.0K | 0.02% | +11,100 | New |
| Kovack Advisors, Inc. | 11,120 | $616.3K | 0.09% | −1,613−12.7% | Reduced |
| BBJS Financial Advisors, LLC | 11,162 | $618.6K | 0.28% | +11,162 | New |
| Allspring Global Investments Holdings, LLC | 11,198 | $620.6K | 0.00% | +5,542+98.0% | Added |
| Boenning & Scattergood, Inc. | 5,799 | $621.0K | 0.10% | +1,590+37.8% | Added |
| Waycross Investment Management Co | 11,232 | $622.5K | 0.63% | +11,232 | New |
| M&T Bank Corp | 11,514 | $638.0K | 0.00% | −46−0.4% | Reduced |
| Commerce Bank | 11,637 | $644.9K | 0.01% | +339+3.0% | Added |
| Fishman Jay A Ltd | 11,725 | $649.8K | 0.09% | −700−5.6% | Reduced |
| Bennett Selby Investments LP | 11,825 | $655.0K | 0.49% | −1,182−9.1% | Reduced |
| Resolute Partners Group | 11,824 | $655.3K | 0.09% | 00.0% | Unchanged |
| MetLife Investment Management | 11,943 | $661.9K | 0.01% | −314−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,192 | $675.7K | 0.01% | −1,537−11.2% | Reduced |
| The PNC Financial Services Group, Inc. | 12,277 | $680.4K | 0.00% | +3,919+46.9% | Added |
| Essex LLC | 12,527 | $694.2K | 0.21% | −390−3.0% | Reduced |
| Mutual Advisors, LLC | 12,551 | $695.6K | 0.03% | −1,343−9.7% | Reduced |
| Resonant Capital Advisors, LLC | 12,570 | $696.6K | 0.09% | +40.0% | Added |
| Virginia Retirement Systems Et Al | 12,600 | $698.3K | 0.01% | +12,600 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,639 | $700.5K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 12,687 | $703.1K | 0.02% | +12,687 | New |
| Allstate Investment Management Co | 12,687 | $703.1K | 0.02% | +12,687 | New |