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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 12,915 | $715.7K | 0.04% | −20,628−61.5% | Reduced |
| International Assets Investment Management, LLC | 13,168 | $729.8K | 0.08% | +13,168 | New |
| Baader Bank INC | 13,200 | $731.5K | 0.07% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 13,233 | $733.4K | 0.16% | +196+1.5% | Added |
| CI Private Wealth, LLC | 13,343 | $740.5K | 0.00% | +13,343 | New |
| Meiji Yasuda Life Insurance Co | 13,376 | $741.0K | 0.02% | +7,500+127.6% | Added |
| Franklin Resources Inc | 13,490 | $747.6K | 0.00% | +6,148+83.7% | Added |
| CIBC Private Wealth Group, LLC | 13,606 | $754.0K | 0.00% | −28,101−67.4% | Reduced |
| Alliance Wealth Advisors, LLC | 13,653 | $756.6K | 0.34% | +13,653 | New |
| Landscape Capital Management, L.L.C. | 13,875 | $769.0K | 0.11% | +13,875 | New |
| Aquila Investment Management LLC | 14,000 | $775.9K | 0.60% | +14,000 | New |
| Bokf, NA | 14,241 | $789.2K | 0.01% | −24,211−63.0% | Reduced |
| US Bancorp | 14,282 | $791.5K | 0.00% | −7,987−35.9% | Reduced |
| Weatherly Asset Management L. P. | 14,350 | $795.3K | 0.11% | −4,815−25.1% | Reduced |
| Werlinich Asset Management, LLC | 14,477 | $802.3K | 0.74% | −355−2.4% | Reduced |
| Hamilton Lane Advisors LLC | 14,565 | $807.0K | 0.29% | 00.0% | Unchanged |
| Truist Financial Corp | 14,602 | $809.2K | 0.00% | −6,015−29.2% | Reduced |
| National Asset Management, Inc. | 14,689 | $814.1K | 0.02% | −2,394−14.0% | Reduced |
| Maryland State Retirement & Pension System | 14,800 | $820.2K | 0.02% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 15,000 | $831.3K | 0.10% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 15,304 | $848.0K | 0.03% | +290+1.9% | Added |
| Atria Wealth Solutions, Inc. | 15,461 | $854.1K | 0.01% | +3,882+33.5% | Added |
| National Pension Service | 15,483 | $858.1K | 0.00% | −333,015−95.6% | Reduced |
| Financial Consulate, Inc | 15,849 | $878.4K | 0.31% | 00.0% | Unchanged |
| Alps Advisors Inc | 15,947 | $883.8K | 0.01% | −320−2.0% | Reduced |
| Fox Run Management, L.L.C. | 16,031 | $888.4K | 0.36% | +16,031 | New |
| Independent Advisor Alliance | 16,034 | $889.0K | 0.11% | −3,548−18.1% | Reduced |
| MML Investors Services, LLC | 16,088 | $892.0K | 0.01% | −1,131−6.6% | Reduced |
| Gladstone Institutional Advisory LLC | 16,245 | $900.3K | 0.06% | −4,250−20.7% | Reduced |
| JustInvest LLC | 16,260 | $901.1K | 0.04% | +6,592+68.2% | Added |
| Illinois Municipal Retirement Fund | 16,271 | $902.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 16,344 | $905.8K | 0.05% | −6,354−28.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,374 | $907.4K | 0.01% | +6,920+73.2% | Added |
| MAI Capital Management | 16,417 | $909.8K | 0.02% | +157+1.0% | Added |
| DuPont Capital Management Corp | 16,445 | $911.4K | 0.04% | +16,165+5,773.2% | Added |
| Icon Wealth Advisors, LLC | 16,581 | $918.9K | 0.11% | −5,241−24.0% | Reduced |
| Advisory Services Network, LLC | 16,865 | $934.7K | 0.03% | −5,882−25.9% | Reduced |
| Lazard Asset Management LLC | 17,186 | $951.0K | 0.00% | +6,478+60.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,411 | $964.9K | 0.63% | +372+2.2% | Added |
| British Columbia Investment Management Corp | 17,598 | $975.3K | 0.01% | −2,181−11.0% | Reduced |
| Intellectus Partners, LLC | 17,651 | $978.2K | 0.34% | +861+5.1% | Added |
| Baker Tilly Wealth Management, LLC | 17,684 | $980.0K | 0.12% | −312−1.7% | Reduced |
| Cerity Partners LLC | 17,744 | $983.4K | 0.01% | +17,744 | New |
| PGGM Investments | 17,837 | $989.0K | 0.02% | +17,837 | New |
| Nisa Investment Advisors, LLC | 17,900 | $992.0K | 0.01% | +14,400+411.4% | Added |
| Boston Partners | 17,914 | $992.8K | 0.00% | +17,914 | New |
| Morgens Waterfall Vintiadis & Co Inc | 18,000 | $997.6K | 0.86% | +18,000 | New |
| Financial Advocates Investment Management | 18,063 | $1.00M | 0.08% | +1,100+6.5% | Added |
| Westwood Holdings Group Inc. | 18,277 | $1.01M | 0.01% | +18,277 | New |
| Hood River Capital Management LLC | 18,745 | $1.04M | 0.04% | +18,745 | New |
| Lombard Odier Asset Management (Europe) Ltd | 18,851 | $1.04M | 0.04% | −1,611−7.9% | Reduced |
| MUFG Securities EMEA plc | 18,993 | $1.05M | 0.02% | −13,164−40.9% | Reduced |
| Creative Planning | 19,230 | $1.07M | 0.00% | −6,064−24.0% | Reduced |
| Ameritas Advisory Services, LLC | 19,249 | $1.07M | 0.05% | +5,259+37.6% | Added |
| Quantamental Technologies LLC | 19,457 | $1.08M | 0.49% | +1,574+8.8% | Added |
| Algert Global LLC | 19,549 | $1.08M | 0.06% | +3,900+24.9% | Added |
| Harvest Portfolios Group Inc. | 19,645 | $1.09M | 0.06% | +19,645 | New |
| Westpac Banking Corp | 19,654 | $1.09M | 0.02% | −35,978−64.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,192 | $1.12M | 0.05% | −6,016−23.0% | Reduced |
| Ropes Wealth Advisors LLC | 20,349 | $1.13M | 0.20% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 20,568 | $1.14M | 0.02% | +5,858+39.8% | Added |
| Empowered Funds, LLC | 20,790 | $1.15M | 0.08% | +15,863+322.0% | Added |
| Guggenheim Capital LLC | 21,178 | $1.17M | 0.01% | −34,369−61.9% | Reduced |
| Profund Advisors LLC | 21,430 | $1.19M | 0.08% | −7,977−27.1% | Reduced |
| Centiva Capital, LP | 21,600 | $1.20M | 0.10% | +21,600 | New |
| Baird Financial Group, Inc. | 21,807 | $1.21M | 0.00% | −33,448−60.5% | Reduced |
| Vontobel Holding Ltd. | 23,034 | $1.22M | 0.01% | −355−1.5% | Reduced |
| Teacher Retirement System of Texas | 22,291 | $1.24M | 0.01% | −6,562−22.7% | Reduced |
| Victory Capital Management Inc | 22,331 | $1.24M | 0.00% | −70,633−76.0% | Reduced |
| Amalgamated Bank | 22,400 | $1.24M | 0.01% | +85+0.4% | Added |
| Daiwa Securities Group Inc. | 13,097 | $1.27M | 0.01% | −7,660−36.9% | Reduced |
| Patten & Patten Inc | 22,931 | $1.27M | 0.12% | −7,453−24.5% | Reduced |
| Pinebridge Investments, L.P. | 23,310 | $1.29M | 0.02% | −2,468−9.6% | Reduced |
| Point72 Middle East FZE | 23,533 | $1.30M | 0.10% | +23,533 | New |
| D.A. Davidson & Co. | 24,101 | $1.34M | 0.02% | −4,318−15.2% | Reduced |
| Candriam Luxembourg S.C.A. | 24,117 | $1.34M | 0.01% | −5,221−17.8% | Reduced |
| Janus Henderson Group PLC | 24,486 | $1.36M | 0.00% | −30.0% | Reduced |
| Scotia Capital Inc. | 24,534 | $1.36M | 0.01% | −4,746−16.2% | Reduced |
| Y.D. More Investments Ltd | 24,435 | $1.36M | 0.37% | +24,435 | New |
| Principal Financial Group Inc | 25,095 | $1.39M | 0.00% | +2,326+10.2% | Added |
| Janney Montgomery Scott LLC | 25,497 | $1.41M | 0.01% | −15,525−37.8% | Reduced |
| V Wealth Advisors LLC | 25,640 | $1.42M | 0.29% | +8,229+47.3% | Added |
| TD Asset Management Inc | 25,789 | $1.43M | 0.00% | −223,514−89.7% | Reduced |
| AE Wealth Management LLC | 25,948 | $1.44M | 0.01% | −6,814−20.8% | Reduced |
| Washington Trust Advisors, Inc. | 25,959 | $1.44M | 0.16% | −7,191−21.7% | Reduced |
| Public Employees Retirement Association of Colorado | 26,128 | $1.45M | 0.01% | −7,694−22.7% | Reduced |
| Cetera Advisor Networks LLC | 26,139 | $1.45M | 0.01% | −3,067−10.5% | Reduced |
| Gsa Capital Partners LLP | 26,169 | $1.45M | 0.18% | +26,169 | New |
| Eos Management, L.P. | 26,740 | $1.48M | 0.75% | +26,740 | New |
| Xponance, Inc. | 26,847 | $1.49M | 0.02% | +3,229+13.7% | Added |
| Oppenheimer & Co Inc | 27,263 | $1.51M | 0.03% | −14,979−35.5% | Reduced |
| Group One Trading, L.P. | 27,308 | $1.51M | 0.05% | +27,308 | New |
| CWM Advisors, LLC | 27,370 | $1.52M | 0.20% | +2,234+8.9% | Added |
| Titleist Asset Management, Ltd. | 27,383 | $1.52M | 0.36% | +14,106+106.2% | Added |
| LMR Partners LLP | 27,414 | $1.52M | 0.04% | +15,011+121.0% | Added |
| Cutler Group LP | 27,966 | $1.55M | 0.19% | −761−2.6% | Reduced |
| Freestone Capital Holdings, LLC | 28,100 | $1.56M | 0.07% | −1,403−4.8% | Reduced |
| Standard Life Aberdeen plc | 28,385 | $1.57M | 0.00% | +1,515+5.6% | Added |
| Azzad Asset Management Inc | 28,946 | $1.60M | 0.25% | −8,706−23.1% | Reduced |
| Orion Portfolio Solutions, LLC | 29,044 | $1.61M | 0.06% | −1,350−4.4% | Reduced |