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 |
|---|---|---|---|---|---|
| Canvas Wealth Advisors, LLC | 3,965 | $228.0K | 0.10% | −1,288−24.5% | Reduced |
| FineMark National Bank & Trust | 4,113 | $227.9K | 0.01% | −217−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,099 | $227.2K | 0.01% | −1,360−24.9% | Reduced |
| Granite Bay Wealth Management, LLC | 4,082 | $226.0K | 0.15% | −509−11.1% | Reduced |
| Legal Advantage Investments, Inc. | 4,015 | $222.5K | 0.18% | 00.0% | Unchanged |
| Modus Advisors, LLC | 4,013 | $222.4K | 0.11% | −454−10.2% | Reduced |
| Central Trust Co | 3,925 | $217.5K | 0.01% | −1,200−23.4% | Reduced |
| Clarus Group, Inc. | 3,898 | $216.0K | 0.19% | −898−18.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,847 | $213.2K | 0.03% | +3,560+1,240.4% | Added |
| Texas Yale Capital Corp. | 3,775 | $209.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| IVC Wealth Advisors LLC | 3,753 | $208.0K | 0.15% | −295−7.3% | Reduced |
| Tectonic Advisors LLC | 3,650 | $202.3K | 0.03% | +3,650 | New |
| Motley Fool Asset Management LLC | 3,613 | $200.2K | 0.02% | −336−8.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,564 | $194.0K | 0.05% | +3,383+1,869.1% | Added |
| Twin Lakes Capital Management, LLC | 3,303 | $183.1K | 0.14% | −11,339−77.4% | Reduced |
| Balyasny Asset Management LLC | 3,182 | $176.3K | 0.00% | −214,705−98.5% | Reduced |
| American International Group, Inc. | 3,025 | $167.6K | 0.00% | −12,344−80.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,021 | $167.4K | 0.02% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 3,000 | $166.3K | 0.66% | +3,000 | New |
| Spire Wealth Management | 2,837 | $157.0K | 0.01% | −450−13.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,832 | $156.9K | 0.12% | −650−18.7% | Reduced |
| AM Squared Ltd | 2,800 | $155.2K | 0.10% | +2,800 | New |
| Gibson Wealth Advisors LLC | 3,150 | $153.0K | 0.00% | +3,100+6,200.0% | Added |
| Accurate Wealth Management, LLC | 2,567 | $149.0K | 0.05% | +2,567 | New |
| Global Trust Asset Management, LLC | 2,612 | $144.8K | 0.07% | +952+57.3% | Added |
| IFP Advisors, Inc | 2,438 | $142.0K | 0.00% | −951−28.1% | Reduced |
| Castleview Partners, LLC | 2,498 | $138.4K | 0.13% | +77+3.2% | Added |
| Manchester Capital Management LLC | 2,406 | $133.3K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,361 | $130.8K | 0.03% | +2,361 | New |
| Glen Eagle Advisors, LLC | 2,133 | $118.2K | 0.03% | −30−1.4% | Reduced |
| Money Concepts Capital Corp | 2,098 | $116.3K | 0.01% | +1,877+849.3% | Added |
| Seeyond | 2,011 | $111.5K | 0.01% | −3−0.1% | Reduced |
| EMC Capital Management | 2,000 | $111.0K | 0.10% | 00.0% | Unchanged |
| CNB Bank | 1,995 | $110.6K | 0.07% | −94−4.5% | Reduced |
| WR Wealth Planners, LLC | 1,982 | $109.8K | 0.07% | +656+49.5% | Added |
| Quent Capital, LLC | 1,976 | $109.5K | 0.02% | −312−13.6% | Reduced |
| Ossiam | 1,868 | $103.5K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,857 | $102.9K | 0.03% | −3,407−64.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,677 | $92.9K | 0.00% | −30−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 1,669 | $92.5K | 0.01% | +1,669 | New |
| Harbor Capital Advisors, Inc. | 1,548 | $85.8K | 0.09% | +296+23.6% | Added |
| CoreCap Advisors, LLC | 1,514 | $83.9K | 0.01% | +1,514 | New |
| Cary Street Partner Investment Advisory LLC | 1,500 | $83.1K | 0.01% | +1,500 | New |
| Belpointe Asset Management LLC | 1,427 | $79.1K | 0.00% | −731−33.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,348 | $75.0K | 0.00% | −54,442−97.6% | Reduced |
| Performa Ltd (US), LLC | 1,350 | $74.8K | 0.04% | +650+92.9% | Added |
| Gables Capital Management Inc. | 1,302 | $72.2K | 0.05% | −590−31.2% | Reduced |
| Harbour Investments, Inc. | 1,242 | $68.8K | 0.00% | +17+1.4% | Added |
| Oder Investment Management, LLC | 1,235 | $68.4K | 0.09% | +1,235 | New |
| Umb Bank N A | 1,219 | $68.0K | 0.00% | −2,220−64.6% | Reduced |
| City State Bank | 1,199 | $66.0K | 0.04% | −300−20.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,160 | $64.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,133 | $62.8K | 0.05% | −535−32.1% | Reduced |
| Register Financial Advisors LLC | 1,020 | $56.5K | 0.04% | +1,020 | New |
| Sierra Capital LLC | 1,015 | $56.0K | 0.01% | +140+16.0% | Added |
| Anchor Investment Management, LLC | 1,000 | $55.4K | 0.01% | −100−9.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,000 | $55.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,000 | $55.4K | 0.01% | +500+100.0% | Added |
| Allworth Financial LP | 994 | $55.1K | 0.00% | +744+297.6% | Added |
| Caz Investments LP | 1,000 | $55.0K | 0.18% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 981 | $54.4K | 0.03% | +37+3.9% | Added |
| GWM Advisors LLC | 6,156 | $54.2K | 0.00% | +745+13.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 958 | $53.0K | 0.00% | −105−9.9% | Reduced |
| Sittner & Nelson, LLC | 950 | $52.6K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 920 | $51.0K | 0.01% | +616+202.6% | Added |
| Whittier Trust Co | 916 | $50.8K | 0.00% | +362+65.3% | Added |
| Advisors Asset Management, Inc. | 911 | $50.5K | 0.00% | −1,056−53.7% | Reduced |
| Gradient Investments LLC | 876 | $48.6K | 0.00% | −101−10.3% | Reduced |
| Montag A & Associates Inc | 857 | $47.5K | 0.00% | −225−20.8% | Reduced |
| Rise Advisors, LLC | 768 | $42.6K | 0.03% | −34−4.2% | Reduced |
| Washington Trust Co | 760 | $42.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 727 | $40.3K | 0.00% | +378+108.3% | Added |
| Rosenberg Matthew Hamilton | 715 | $39.6K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 696 | $38.6K | 0.00% | −1,203−63.3% | Reduced |
| First Manhattan Co | 650 | $36.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 643 | $36.0K | 0.00% | −111−14.7% | Reduced |
| One Wealth Advisors, LLC | 640 | $35.5K | 0.01% | +640 | New |
| Clear Street Markets LLC | 624 | $35.0K | 0.01% | −41,073−98.5% | Reduced |
| Beacon Capital Management, LLC | 625 | $34.6K | 0.01% | +615+6,150.0% | Added |
| Ancora Advisors, LLC | 603 | $33.0K | 0.00% | +15+2.6% | Added |
| City Holding Co | 568 | $31.5K | 0.01% | −200−26.0% | Reduced |
| Desjardins Global Asset Management Inc. | 563 | $31.0K | 0.00% | +101+21.9% | Added |
| Ci Investments Inc. | 556 | $31.0K | 0.00% | +298+115.5% | Added |
| Headlands Technologies LLC | 537 | $30.0K | 0.02% | +537 | New |
| Parkside Financial Bank & Trust | 534 | $29.6K | 0.01% | +129+31.9% | Added |
| Tyler-Stone Wealth Management | 530 | $29.0K | 0.02% | +336+173.2% | Added |
| Edge Capital Group, LLC | 505 | $28.0K | 0.00% | −645−56.1% | Reduced |
| Evermay Wealth Management LLC | 501 | $27.8K | 0.01% | +501 | New |
| Sit Investment Associates Inc | 490 | $27.0K | 0.00% | −16,390−97.1% | Reduced |
| Trustcore Financial Services, LLC | 463 | $25.7K | 0.00% | −1,525−76.7% | Reduced |
| Huntington National Bank | 451 | $25.0K | 0.00% | +100+28.5% | Added |
| Partners Capital Investment Group, LLP | 434 | $24.1K | 0.00% | +434 | New |
| TCI Wealth Advisors, Inc. | 412 | $22.8K | 0.00% | +198+92.5% | Added |
| North Star Investment Management Corp. | 406 | $22.5K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 150 | $22.5K | 0.01% | +150 | New |
| Paragon Wealth Strategies, LLC | 400 | $22.2K | 0.03% | +400 | New |
| Institutional & Family Asset Management, LLC | 392 | $21.7K | 0.00% | +2+0.5% | Added |
| Elequin Capital LP | 384 | $21.3K | 0.01% | +384 | New |