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 |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 37,502 | $2.08M | 0.66% | +152+0.4% | Added |
| CIBC World Markets Inc. | 37,495 | $2.08M | 0.01% | +29,616+375.9% | Added |
| Pathstone Family Office, LLC | 44,348 | $2.08M | 0.04% | −6,329−12.5% | Reduced |
| Regions Financial Corp | 37,423 | $2.07M | 0.02% | +17,587+88.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,231 | $2.06M | 0.30% | +37,231 | New |
| Simplex Trading, LLC | 36,909 | $2.04M | 0.10% | +36,732+20,752.5% | Added |
| Graham Capital Management, L.P. | 36,765 | $2.04M | 0.08% | +32,580+778.5% | Added |
| Stephens Inc | 35,934 | $1.99M | 0.04% | −3,118−8.0% | Reduced |
| Duality Advisers, LP | 35,478 | $1.97M | 0.22% | +35,478 | New |
| Utah Retirement Systems | 35,287 | $1.96M | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 35,061 | $1.94M | 0.01% | −7,644−17.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 34,817 | $1.93M | 0.01% | −1,234−3.4% | Reduced |
| PFS Investments Inc. | 34,456 | $1.91M | 0.04% | −831−2.4% | Reduced |
| Crawford Lake Capital Management, LLC | 33,500 | $1.86M | 5.79% | +33,500 | New |
| DekaBank Deutsche Girozentrale | 33,299 | $1.84M | 0.00% | +3,479+11.7% | Added |
| Gulf International Bank (UK) Ltd | 32,974 | $1.83M | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 32,939 | $1.83M | 0.03% | −46,851−58.7% | Reduced |
| New York Life Investment Management LLC | 32,937 | $1.83M | 0.02% | −511−1.5% | Reduced |
| Meridian Investment Counsel Inc. | 32,730 | $1.81M | 0.72% | −858−2.6% | Reduced |
| River & Mercantile Asset Management LLP | 32,706 | $1.81M | 0.39% | +6,436+24.5% | Added |
| Mariner, LLC | 32,138 | $1.78M | 0.01% | +12,812+66.3% | Added |
| Westbourne Investment Advisors, Inc. | 30,960 | $1.72M | 0.87% | +3,106+11.2% | Added |
| SG Americas Securities, LLC | 30,894 | $1.71M | 0.03% | −12,895−29.4% | Reduced |
| IFM Investors Pty Ltd | 30,737 | $1.70M | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,675 | $1.70M | 0.01% | −679−2.2% | Reduced |
| DnB Asset Management AS | 30,622 | $1.70M | 0.01% | −55,911−64.6% | Reduced |
| Lyell Wealth Management, LP | 30,558 | $1.69M | 0.27% | −11,303−27.0% | Reduced |
| Allianz Asset Management GmbH | 30,362 | $1.68M | 0.00% | −1,664−5.2% | Reduced |
| Caption Management, LLC | 30,200 | $1.67M | 0.28% | +17,700+141.6% | Added |
| Coronation Fund Managers Ltd. | 30,086 | $1.67M | 0.05% | +30,086 | New |
| Credit Agricole S A | 29,813 | $1.65M | 0.06% | −73−0.2% | Reduced |
| Achmea Investment Management B.V. | 31,524 | $1.64M | 0.05% | +8,902+39.4% | Added |
| Three Bridge Wealth Advisors, LLC | 29,382 | $1.63M | 0.87% | 00.0% | Unchanged |
| Ieq Capital, LLC | 29,138 | $1.61M | 0.05% | +9,283+46.8% | Added |
| Nissay Asset Management Corp | 29,094 | $1.61M | 0.02% | +1,525+5.5% | Added |
| Orion Portfolio Solutions, LLC | 29,044 | $1.61M | 0.06% | −1,350−4.4% | Reduced |
| Azzad Asset Management Inc | 28,946 | $1.60M | 0.25% | −8,706−23.1% | Reduced |
| Standard Life Aberdeen plc | 28,385 | $1.57M | 0.00% | +1,515+5.6% | Added |
| Freestone Capital Holdings, LLC | 28,100 | $1.56M | 0.07% | −1,403−4.8% | Reduced |
| Cutler Group LP | 27,966 | $1.55M | 0.19% | −761−2.6% | Reduced |
| LMR Partners LLP | 27,414 | $1.52M | 0.04% | +15,011+121.0% | Added |
| Titleist Asset Management, Ltd. | 27,383 | $1.52M | 0.36% | +14,106+106.2% | Added |
| CWM Advisors, LLC | 27,370 | $1.52M | 0.20% | +2,234+8.9% | Added |
| Group One Trading, L.P. | 27,308 | $1.51M | 0.05% | +27,308 | New |
| Oppenheimer & Co Inc | 27,263 | $1.51M | 0.03% | −14,979−35.5% | Reduced |
| Xponance, Inc. | 26,847 | $1.49M | 0.02% | +3,229+13.7% | Added |
| Eos Management, L.P. | 26,740 | $1.48M | 0.75% | +26,740 | New |
| Gsa Capital Partners LLP | 26,169 | $1.45M | 0.18% | +26,169 | New |
| Cetera Advisor Networks LLC | 26,139 | $1.45M | 0.01% | −3,067−10.5% | Reduced |
| Public Employees Retirement Association of Colorado | 26,128 | $1.45M | 0.01% | −7,694−22.7% | Reduced |
| Washington Trust Advisors, Inc. | 25,959 | $1.44M | 0.16% | −7,191−21.7% | Reduced |
| AE Wealth Management LLC | 25,948 | $1.44M | 0.01% | −6,814−20.8% | Reduced |
| TD Asset Management Inc | 25,789 | $1.43M | 0.00% | −223,514−89.7% | Reduced |
| V Wealth Advisors LLC | 25,640 | $1.42M | 0.29% | +8,229+47.3% | Added |
| Janney Montgomery Scott LLC | 25,497 | $1.41M | 0.01% | −15,525−37.8% | Reduced |
| Principal Financial Group Inc | 25,095 | $1.39M | 0.00% | +2,326+10.2% | Added |
| Y.D. More Investments Ltd | 24,435 | $1.36M | 0.37% | +24,435 | New |
| Scotia Capital Inc. | 24,534 | $1.36M | 0.01% | −4,746−16.2% | Reduced |
| Janus Henderson Group PLC | 24,486 | $1.36M | 0.00% | −30.0% | Reduced |
| Candriam Luxembourg S.C.A. | 24,117 | $1.34M | 0.01% | −5,221−17.8% | Reduced |
| D.A. Davidson & Co. | 24,101 | $1.34M | 0.02% | −4,318−15.2% | Reduced |
| Point72 Middle East FZE | 23,533 | $1.30M | 0.10% | +23,533 | New |
| Pinebridge Investments, L.P. | 23,310 | $1.29M | 0.02% | −2,468−9.6% | Reduced |
| Patten & Patten Inc | 22,931 | $1.27M | 0.12% | −7,453−24.5% | Reduced |
| Daiwa Securities Group Inc. | 13,097 | $1.27M | 0.01% | −7,660−36.9% | Reduced |
| Amalgamated Bank | 22,400 | $1.24M | 0.01% | +85+0.4% | Added |
| Victory Capital Management Inc | 22,331 | $1.24M | 0.00% | −70,633−76.0% | Reduced |
| Teacher Retirement System of Texas | 22,291 | $1.24M | 0.01% | −6,562−22.7% | Reduced |
| Vontobel Holding Ltd. | 23,034 | $1.22M | 0.01% | −355−1.5% | Reduced |
| Baird Financial Group, Inc. | 21,807 | $1.21M | 0.00% | −33,448−60.5% | Reduced |
| Centiva Capital, LP | 21,600 | $1.20M | 0.10% | +21,600 | New |
| Profund Advisors LLC | 21,430 | $1.19M | 0.08% | −7,977−27.1% | Reduced |
| Guggenheim Capital LLC | 21,178 | $1.17M | 0.01% | −34,369−61.9% | Reduced |
| Empowered Funds, LLC | 20,790 | $1.15M | 0.08% | +15,863+322.0% | Added |
| Avantax Advisory Services, Inc. | 20,568 | $1.14M | 0.02% | +5,858+39.8% | Added |
| Ropes Wealth Advisors LLC | 20,349 | $1.13M | 0.20% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 20,192 | $1.12M | 0.05% | −6,016−23.0% | Reduced |
| Westpac Banking Corp | 19,654 | $1.09M | 0.02% | −35,978−64.7% | Reduced |
| Harvest Portfolios Group Inc. | 19,645 | $1.09M | 0.06% | +19,645 | New |
| Algert Global LLC | 19,549 | $1.08M | 0.06% | +3,900+24.9% | Added |
| Quantamental Technologies LLC | 19,457 | $1.08M | 0.49% | +1,574+8.8% | Added |
| Ameritas Advisory Services, LLC | 19,249 | $1.07M | 0.05% | +5,259+37.6% | Added |
| Creative Planning | 19,230 | $1.07M | 0.00% | −6,064−24.0% | Reduced |
| MUFG Securities EMEA plc | 18,993 | $1.05M | 0.02% | −13,164−40.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 18,851 | $1.04M | 0.04% | −1,611−7.9% | Reduced |
| Hood River Capital Management LLC | 18,745 | $1.04M | 0.04% | +18,745 | New |
| Westwood Holdings Group Inc. | 18,277 | $1.01M | 0.01% | +18,277 | New |
| Financial Advocates Investment Management | 18,063 | $1.00M | 0.08% | +1,100+6.5% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 18,000 | $997.6K | 0.86% | +18,000 | New |
| Boston Partners | 17,914 | $992.8K | 0.00% | +17,914 | New |
| Nisa Investment Advisors, LLC | 17,900 | $992.0K | 0.01% | +14,400+411.4% | Added |
| PGGM Investments | 17,837 | $989.0K | 0.02% | +17,837 | New |
| Cerity Partners LLC | 17,744 | $983.4K | 0.01% | +17,744 | New |
| Baker Tilly Wealth Management, LLC | 17,684 | $980.0K | 0.12% | −312−1.7% | Reduced |
| Intellectus Partners, LLC | 17,651 | $978.2K | 0.34% | +861+5.1% | Added |
| British Columbia Investment Management Corp | 17,598 | $975.3K | 0.01% | −2,181−11.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,411 | $964.9K | 0.63% | +372+2.2% | Added |
| Lazard Asset Management LLC | 17,186 | $951.0K | 0.00% | +6,478+60.5% | Added |
| Advisory Services Network, LLC | 16,865 | $934.7K | 0.03% | −5,882−25.9% | Reduced |
| Icon Wealth Advisors, LLC | 16,581 | $918.9K | 0.11% | −5,241−24.0% | Reduced |