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 |
|---|---|---|---|---|---|
| Quarry LP | 376 | $20.8K | 0.02% | +376 | New |
| Benjamin Edwards Inc | 354 | $20.0K | 0.01% | −503−58.7% | Reduced |
| Pin Oak Investment Advisors Inc | 369 | $20.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 350 | $19.4K | 0.00% | +140+66.7% | Added |
| Larson Financial Group LLC | 340 | $18.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 | $18.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 288 | $16.0K | 0.00% | +3+1.1% | Added |
| Global Retirement Partners, LLC | 271 | $15.0K | 0.00% | −524−65.9% | Reduced |
| Riverview Trust Co | 254 | $14.0K | 0.01% | −285−52.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 256 | $14.0K | 0.01% | −1−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 255 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 250 | $13.9K | 0.01% | +250 | New |
| PSI Advisors, LLC | 239 | $13.2K | 0.01% | −835−77.7% | Reduced |
| Farther Finance Advisors, LLC | 238 | $13.2K | 0.01% | +238 | New |
| Adirondack Trust Co | 235 | $13.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 217 | $12.0K | 0.00% | −67−23.6% | Reduced |
| Arrow Financial Corp | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 210 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 214 | $11.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 202 | $11.2K | 0.00% | −11−5.2% | Reduced |
| Optimum Investment Advisors | 200 | $11.1K | 0.01% | −250−55.6% | Reduced |
| HM Payson & Co | 200 | $11.1K | 0.00% | +100+100.0% | Added |
| Operose Advisors LLC | 200 | $11.1K | 0.01% | +100+100.0% | Added |
| Rocky Mountain Advisers, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $11.0K | 0.01% | +82+65.6% | Added |
| Versant Capital Management, Inc | 192 | $10.6K | 0.00% | −338−63.8% | Reduced |
| AdvisorNet Financial, Inc | 192 | $10.6K | 0.00% | −51−21.0% | Reduced |
| Tradewinds Capital Management, LLC | 190 | $10.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 182 | $10.1K | 0.00% | +174+2,175.0% | Added |
| Front Row Advisors LLC | 184 | $10.0K | 0.01% | −210−53.3% | Reduced |
| Glassman Wealth Services | 170 | $9.42K | 0.00% | −178−51.1% | Reduced |
| Colonial Trust Co | 162 | $9.03K | 0.00% | +162 | New |
| BDO Wealth Advisors, LLC | 158 | $8.76K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 158 | $8.76K | 0.00% | +58+58.0% | Added |
| DB Wealth Management Group, LLC | 158 | $8.76K | 0.01% | +158 | New |
| Proequities, Inc. | 154 | $8.53K | 0.00% | −90−36.9% | Reduced |
| Clearstead Advisors, LLC | 150 | $8.31K | 0.00% | +100+200.0% | Added |
| Tilia Fiduciary Partners, Inc. | 145 | $8.04K | 0.01% | −45−23.7% | Reduced |
| Strengthening Families & Communities, LLC | 146 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $7.76K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 139 | $7.70K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 132 | $7.32K | 0.00% | −7−5.0% | Reduced |
| Antonetti Capital Management LLC | 128 | $7.09K | 0.01% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 127 | $6.86K | 0.00% | +127 | New |
| McIlrath & Eck, LLC | 121 | $6.71K | 0.00% | −19−13.6% | Reduced |
| Salem Investment Counselors Inc | 119 | $6.59K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 115 | $6.37K | 0.00% | +115 | New |
| Bell Investment Advisors, Inc | 112 | $6.21K | 0.00% | +41+57.7% | Added |
| Archer Investment Corp | 110 | $6.10K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $6.00K | 0.00% | −725−87.9% | Reduced |
| Tradition Wealth Management, LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 106 | $5.88K | 0.00% | +35+49.3% | Added |
| PFS Partners, LLC | 105 | $5.82K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $5.54K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $5.54K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 95 | $5.26K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 95 | $5.26K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 95 | $5.26K | 0.00% | +95 | New |
| Mendota Financial Group, LLC | 95 | $5.26K | 0.01% | +95 | New |
| Aspire Private Capital, LLC | 92 | $5.10K | 0.00% | +43+87.8% | Added |
| Cullen/Frost Bankers, Inc. | 81 | $4.49K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 81 | $4.49K | 0.00% | +81 | New |
| Bartlett & Co. Wealth Management LLC | 80 | $4.43K | 0.00% | −410−83.7% | Reduced |
| Concord Wealth Partners | 80 | $4.43K | 0.00% | +80 | New |
| HighMark Wealth Management LLC | 74 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $4.00K | 0.00% | −410−83.7% | Reduced |
| Asset Dedication, LLC | 79 | $4.00K | 0.00% | −1−1.3% | Reduced |
| Baystate Wealth Management LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 80 | $4.00K | 0.00% | +80 | New |
| True Wealth Design, LLC | 61 | $3.38K | 0.00% | +61 | New |
| Westside Investment Management, Inc. | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 61 | $3.00K | 0.01% | +56+1,120.0% | Added |
| VitalStone Financial, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Financial Synergies Wealth Advisors, Inc. | 53 | $2.94K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 52 | $2.88K | 0.00% | +52 | New |
| Armstrong Advisory Group, Inc | 51 | $2.83K | 0.00% | +51 | New |
| Lee Financial Co | 50 | $2.77K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $2.77K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 50 | $2.77K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 48 | $2.66K | 0.00% | +48 | New |
| St. Johns Investment Management Company, LLC | 47 | $2.60K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 43 | $2.38K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $2.36K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 40 | $2.22K | 0.00% | +20+100.0% | Added |
| Romano Brothers and Company | 40 | $2.22K | 0.00% | +40 | New |
| Oakworth Capital, Inc. | 40 | $2.22K | 0.00% | +40 | New |
| Sound Income Strategies, LLC | 40 | $2.22K | 0.00% | +40 | New |
| Financial Freedom, LLC | 37 | $2.05K | 0.00% | +37 | New |
| Ronald Blue Trust, Inc. | 30 | $2.00K | 0.00% | −39−56.5% | Reduced |
| JCIC Asset Management Inc. | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Lakewood Asset Management LLC | 30 | $2.00K | 0.00% | +30 | New |
| SOA Wealth Advisors, LLC. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 35 | $1.94K | 0.00% | +35 | New |
| Kistler-Tiffany Companies, LLC | 34 | $1.88K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $1.66K | 0.00% | 00.0% | Unchanged |