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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 8,228 | $456.0K | 0.00% | +777+10.4% | Added |
| RMR Wealth Builders | 8,172 | $452.9K | 0.10% | −400−4.7% | Reduced |
| Wealthfront Advisers LLC | 8,135 | $450.8K | 0.00% | +4,268+110.4% | Added |
| FinTrust Capital Advisors, LLC | 8,079 | $447.7K | 0.11% | −3,154−28.1% | Reduced |
| Exchange Traded Concepts, LLC | 8,021 | $444.5K | 0.01% | +631+8.5% | Added |
| Grove Bank & Trust | 8,019 | $444.0K | 0.10% | +3,741+87.4% | Added |
| NewEdge Wealth, LLC | 7,967 | $441.5K | 0.02% | −2,122−21.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,919 | $438.9K | 0.02% | −5,442−40.7% | Reduced |
| Vident Investment Advisory, LLC | 7,653 | $424.1K | 0.02% | −4,862−38.8% | Reduced |
| CWM, LLC | 7,620 | $422.0K | 0.00% | −95−1.2% | Reduced |
| Capital Markets Trading UK LLP | 7,589 | $420.0K | 1.11% | −9,812−56.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,533 | $417.5K | 0.01% | −1,257−14.3% | Reduced |
| Independent Financial Group, LLC | 7,469 | $413.9K | 0.04% | −2,921−28.1% | Reduced |
| Wealthcare Advisory Partners LLC | 7,432 | $411.9K | 0.02% | −125−1.7% | Reduced |
| WSFS Capital Management, LLC | 7,356 | $407.6K | 0.04% | +149+2.1% | Added |
| Wrapmanager Inc | 7,323 | $406.0K | 0.13% | −1,893−20.5% | Reduced |
| DC Investments Management, LLC | 7,279 | $403.4K | 0.51% | +7,279 | New |
| Prospera Financial Services Inc | 7,243 | $401.4K | 0.02% | −714−9.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,207 | $399.0K | 0.04% | −90−1.2% | Reduced |
| Lido Advisors, LLC | 7,087 | $392.8K | 0.01% | +830+13.3% | Added |
| Schechter Investment Advisors, LLC | 7,050 | $390.7K | 0.04% | +7,050 | New |
| Axq Capital, LP | 7,049 | $390.7K | 0.27% | +7,049 | New |
| Malaga Cove Capital, LLC | 7,009 | $388.4K | 0.21% | +42+0.6% | Added |
| Bristlecone Advisors, LLC | 6,892 | $382.0K | 0.05% | +1,493+27.7% | Added |
| Ethic Inc. | 6,843 | $379.2K | 0.02% | +422+6.6% | Added |
| CIBC Asset Management Inc | 6,752 | $374.2K | 0.00% | −25,282−78.9% | Reduced |
| Snowden Capital Advisors LLC | 6,726 | $372.8K | 0.02% | +138+2.1% | Added |
| Proficio Capital Partners LLC | 6,661 | $370.6K | 0.07% | +659+11.0% | Added |
| Comprehensive Financial Management LLC | 6,593 | $365.4K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,497 | $360.1K | 0.01% | −2,200−25.3% | Reduced |
| Kestra Private Wealth Services, LLC | 6,464 | $358.2K | 0.02% | +18+0.3% | Added |
| Prudential PLC | 6,255 | $346.7K | 0.00% | +6,255 | New |
| Newbridge Financial Services Group, Inc. | 6,211 | $344.2K | 0.20% | +1,171+23.2% | Added |
| Cresset Asset Management, LLC | 6,103 | $338.2K | 0.00% | −73−1.2% | Reduced |
| StoneX Group Inc. | 6,067 | $336.3K | 0.04% | +6,067 | New |
| Tiedemann Advisors, LLC | 6,043 | $334.9K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 6,011 | $333.1K | 0.18% | +6,011 | New |
| Roberts Glore & Co Inc | 5,975 | $331.1K | 0.11% | −1,945−24.6% | Reduced |
| Insigneo Advisory Services, LLC | 5,981 | $331.0K | 0.13% | +5,981 | New |
| TrimTabs Asset Management, LLC | 5,947 | $329.6K | 0.22% | −6,398−51.8% | Reduced |
| Compass Financial Advisors LLC | 5,865 | $325.0K | 0.44% | −190−3.1% | Reduced |
| ProShare Advisors LLC | 5,861 | $324.8K | 0.00% | −171,874−96.7% | Reduced |
| Western Wealth Management, LLC | 5,847 | $324.0K | 0.03% | −6,074−51.0% | Reduced |
| Flagship Harbor Advisors, LLC | 5,747 | $318.5K | 0.03% | −1,342−18.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,673 | $314.4K | 0.07% | −565−9.1% | Reduced |
| LaFleur & Godfrey LLC | 5,609 | $310.9K | 0.05% | −2,590−31.6% | Reduced |
| Capital Investment Advisory Services, LLC | 5,596 | $310.1K | 0.04% | +5,596 | New |
| Carmel Capital Partners, LLC | 5,532 | $306.6K | 0.21% | −958−14.8% | Reduced |
| Bailard, Inc. | 5,519 | $305.9K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,445 | $301.8K | 0.02% | +82+1.5% | Added |
| Financial Partners Group, Inc | 4,811 | $297.6K | 0.07% | −167−3.4% | Reduced |
| Truvestments Capital LLC | 5,365 | $297.3K | 0.17% | +2,679+99.7% | Added |
| Apollon Wealth Management, LLC | 5,292 | $293.3K | 0.02% | −59−1.1% | Reduced |
| Acadian Asset Management LLC | 5,309 | $293.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,438 | $291.7K | 0.05% | −882−14.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,237 | $290.2K | 0.02% | +827+18.8% | Added |
| Brown Miller Wealth Management, LLC | 5,233 | $290.0K | 0.18% | +379+7.8% | Added |
| Unio Capital LLC | 5,210 | $288.7K | 0.16% | +5,210 | New |
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 5,153 | $285.6K | 0.02% | −246−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,009 | $278.0K | 0.01% | +182+3.8% | Added |
| Captrust Financial Advisors | 4,982 | $276.1K | 0.00% | −5,318−51.6% | Reduced |
| Manufacturers Life Insurance Company, The | 4,947 | $274.2K | 0.00% | −2,065,633−99.8% | Reduced |
| Copperwynd Financial, LLC | 4,935 | $273.5K | 0.15% | −340−6.4% | Reduced |
| Signaturefd, LLC | 4,927 | $273.1K | 0.01% | +1,203+32.3% | Added |
| Pinnacle Associates Ltd | 4,924 | $272.9K | 0.01% | −12,010−70.9% | Reduced |
| Rodgers Brothers Inc. | 4,915 | $272.4K | 0.05% | +265+5.7% | Added |
| Geneos Wealth Management Inc. | 4,908 | $272.0K | 0.02% | −235−4.6% | Reduced |
| Prelude Capital Management, LLC | 4,888 | $270.9K | 0.02% | +4,888 | New |
| Stansberry Asset Management, LLC | 4,820 | $267.1K | 0.06% | +671+16.2% | Added |
| Seaport Global Advisors, LLC | 4,751 | $263.3K | 0.91% | +2,514+112.4% | Added |
| Vestcor Inc | 4,741 | $263.0K | 0.01% | +33+0.7% | Added |
| Boston Private Wealth LLC | 4,729 | $262.1K | 0.00% | −679−12.6% | Reduced |
| IHT Wealth Management, LLC | 4,728 | $262.0K | 0.02% | −183−3.7% | Reduced |
| Purus Wealth Management, LLC | 4,531 | $251.1K | 0.23% | −296−6.1% | Reduced |
| Donoghue Forlines LLC | 4,456 | $247.0K | 0.09% | +148+3.4% | Added |
| Griffin Asset Management, Inc. | 4,450 | $246.6K | 0.04% | +4,450 | New |
| Equitable Trust Co | 4,447 | $246.5K | 0.02% | −19,854−81.7% | Reduced |
| Rehmann Capital Advisory Group | 4,440 | $246.1K | 0.03% | −758−14.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,436 | $246.0K | 0.01% | −782−15.0% | Reduced |
| Boothbay Fund Management, LLC | 4,434 | $245.7K | 0.01% | +49+1.1% | Added |
| McGowan Group Asset Management, Inc. | 4,359 | $241.6K | 0.04% | +4,359 | New |
| Kapstone Financial Advisors LLC | 3,558 | $241.3K | 0.22% | +3,558 | New |
| Arden Trust Co | 4,353 | $241.2K | 0.05% | −2,483−36.3% | Reduced |
| Inspire Advisors, LLC | 4,331 | $240.0K | 0.06% | +10.0% | Added |
| Pendal Group Limited | 4,322 | $239.5K | 0.00% | +4,322 | New |
| Veriti Management LLC | 4,317 | $239.2K | 0.03% | +4,317 | New |
| Diametric Capital, LP | 4,286 | $237.5K | 0.11% | +4,286 | New |
| Silverhawk Asset Management, LLC | 4,240 | $235.0K | 0.21% | 00.0% | Unchanged |
| Hudock, Inc. | 4,234 | $234.6K | 0.08% | +2,584+156.6% | Added |
| Brandywine Managers, LLC | 4,211 | $233.4K | 0.82% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,195 | $232.5K | 0.00% | −2,362−36.0% | Reduced |
| GoalVest Advisory LLC | 4,194 | $232.4K | 0.15% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 4,170 | $231.1K | 0.17% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,173 | $231.0K | 0.01% | +4,173 | New |
| Siemens Fonds Invest GmbH | 4,153 | $230.2K | 0.02% | 00.0% | Unchanged |
| Cipher Capital LP | 4,132 | $229.0K | 0.04% | −51,055−92.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,128 | $228.8K | 0.02% | +4,128 | New |
| Clear Creek Financial Management, LLC | 4,124 | $228.6K | 0.05% | −273−6.2% | Reduced |