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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.

Q1 2023 vs. Q4 2022

How the institutions holding DocuSign, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of DOCU: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders73717728+8
Shares156.8M223.7K156.1M−496.7K (−0.3%)
Value$8.69B$12.8M$9.15B+$467.3M (+5.4%)

17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held DocuSign, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to DOCU in Q1 2023
InstitutionSharesValue% of portfolio
Wellington Management Group LLP3,396,347$198.0M0.04%
KCL Capital, L.P.225,000$13.1M2.10%
Burney Co93,132$5.43M0.27%
AXA S.A.89,237$5.20M0.02%
Globeflex Capital L P46,595$2.72M0.33%
Mizuho Markets Cayman LP43,131$2.51M0.11%
Abn Amro Investment Solutions40,114$2.34M0.05%
Squarepoint Ops LLC31,236$1.82M0.01%
Royal Fund Management, LLC29,900$1.74M0.26%
Seven Eight Capital, LP28,794$1.68M0.35%
Brinker Capital Investments, LLC27,815$1.62M0.02%
Chartwell Investment Partners, LLC26,455$1.54M0.06%
Dynamic Technology Lab Private Ltd25,409$1.48M0.14%
Atria Investments LLC22,782$1.33M0.03%
Icon Wealth Partners, LLC22,297$1.30M0.14%
Kingsview Wealth Management, LLC16,451$959.1K0.04%
XXEC, Inc.14,775$861.4K0.69%
World Equity Group, Inc.48,792$860.7K0.15%
PEAK6 Investments LLC14,636$853.3K0.05%
PDT Partners, LLC13,330$777.1K0.11%
Friedenthal Financial12,029$701.0K0.49%
SeaCrest Wealth Management, LLC11,642$678.7K0.09%
Teza Capital Management LLC11,536$672.5K0.15%
New York State Teachers Retirement System11,101$647.0K0.00%
Private Advisor Group, LLC10,352$603.5K0.01%
Monetta Financial Services Inc10,000$583.0K0.62%
Texas Capital Bank Wealth Management Services Inc10,000$583.0K0.07%
Blueshift Asset Management, LLC9,982$582.0K0.24%
Jupiter Asset Management Ltd9,712$566.2K0.01%
Left Brain Wealth Management, LLC10,529$520.6K0.35%
Canandaigua National Bank & Trust Co8,694$507.0K0.09%
Keebeck Alpha, LP8,021$467.6K0.55%
Alberta Investment Management Corp7,400$431.4K0.00%
Titleist Asset Management, LLC6,966$406.1K0.09%
Foundations Investment Advisors, LLC6,838$398.7K0.01%
Parkwood LLC6,835$398.0K0.07%
XTX Topco Ltd6,670$388.9K0.08%
Prime Capital Investment Advisors, LLC6,121$356.9K0.01%
Vinva Investment Management Ltd6,239$352.8K0.03%
Brown Advisory Inc5,084$296.4K0.00%
Wallace Advisory Group, LLC4,872$284.0K0.22%
Kula Investments, LLC4,805$280.1K0.07%
Pzena Investment Management LLC4,697$273.8K0.00%
Qsemble Capital Management, LP4,600$268.2K0.18%
Sigma Planning Corp4,508$262.8K0.01%
Northeast Financial Consultants Inc4,390$255.9K0.02%
Qtron Investments LLC4,298$250.6K0.05%
J.W. Cole Advisors, Inc.4,251$247.8K0.02%
Sciencast Management LP4,939$239.1K0.32%
Lincoln National Corp3,893$227.0K0.00%
Graypoint LLC3,857$224.9K0.02%
DMG Group, LLC3,778$219.4K0.22%
Sovereign Financial Group, Inc.3,714$216.5K0.08%
Metis Global Partners, LLC3,657$213.2K0.01%
Bryn Mawr Trust Co3,650$213.0K0.01%
Mitchell McLeod Pugh & Williams Inc3,571$208.2K0.06%
Palogic Value Management, L.P.3,555$207.3K0.10%
Camden Capital, LLC3,551$207.0K0.03%
Burton Enright Welch3,499$204.0K0.08%
Synergy Financial Group, LTD3,489$203.4K0.33%
Focus Financial Network, Inc.3,481$202.9K0.01%
Point72 Asset Management, L.P.3,026$176.4K0.00%
Householder Group Estate & Retirement Specialist, LLC2,925$171.0K0.07%
Machina Capital S.A.S.2,900$169.1K0.15%
Ostrum Asset Management2,120$123.6K0.01%
Counterpoint Mutual Funds LLC1,840$107.3K0.09%
West Branch Capital LLC1,000$58.3K0.03%
Valley National Advisers Inc1,054$53.0K0.01%
Sunbelt Securities, Inc.789$44.6K0.01%
Horizon Investments, LLC613$35.7K0.00%
C M Bidwell & Associates Ltd600$35.0K0.03%
GPS Wealth Strategies Group, LLC463$27.0K0.01%
KB Financial Partners, LLC414$24.0K0.01%
Brown, Lisle/Cummings, Inc.350$20.4K0.01%
Bessemer Group Inc335$19.0K0.00%
Buck Wealth Strategies, LLC300$17.5K0.01%
Activest Wealth Management229$12.9K0.01%
WealthPLAN Partners, LLC219$12.8K0.00%
Strategic Investment Solutions, Inc.200$11.7K0.00%
Hillsdale Investment Management Inc.190$11.1K0.00%
Financial Management Professionals, Inc.129$8.00K0.00%
Tucker Asset Management LLC100$5.83K0.00%
Nordwand Advisors, LLC100$5.83K0.00%
Carolinas Wealth Consulting LLC74$4.31K0.00%
ZRC Wealth Management, LLC72$4.20K0.00%
Brown Brothers Harriman & Co63$3.67K0.00%
Baldrige Asset Management LLC45$3.00K0.00%
Studio Investment Management LLC35$2.04K0.00%
Coston, McIsaac & Partners45$2.00K0.00%
Creative Financial Designs Inc27$1.57K0.00%
GHP Investment Advisors, Inc.22$1.28K0.00%
Byrne Asset Management LLC19$1.00K0.00%
Central Bank & Trust Co17$9900.00%
JJJ Advisors Inc.18$9810.00%
Koesten, Hirschmann & Crabtree, INC.15$8750.00%
Nalls Sherbakoff Group, LLC12$6790.00%
25 LLC10$4930.00%
Private Ocean, LLC7$4080.00%
Moisand Fitzgerald Tamayo, LLC3$1750.00%
Foster Dykema Cabot & Co Inc5$00.00%

Sold out (92)

Institutions that held DocuSign, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of DOCU in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
ArrowMark Colorado Holdings LLC987,525$54.7M
Candlestick Capital Management LP607,273$33.7M
Varma Mutual Pension Insurance Co469,940$26.0M
Holocene Advisors, LP385,199$21.3M
Qube Research & Technologies Ltd379,857$21.1M
Arrowstreet Capital, Limited Partnership188,241$10.4M
Quantbot Technologies LP89,992$4.99M
Flossbach Von Storch AG63,375$3.51M
Bridgewater Associates, LP62,637$3.47M
Ilmarinen Mutual Pension Insurance Co57,192$3.17M
Bayesian Capital Management, LP50,253$2.79M
Meeder Asset Management Inc43,199$2.39M
Duality Advisers, LP35,478$1.97M
Crawford Lake Capital Management, LLC33,500$1.86M
Caption Management, LLC30,200$1.67M
LMR Partners LLP27,414$1.52M
Eos Management, L.P.26,740$1.48M
Scotia Capital Inc.24,534$1.36M
Point72 Middle East FZE23,533$1.30M
Centiva Capital, LP21,600$1.20M
Harvest Portfolios Group Inc.19,645$1.09M
Quantamental Technologies LLC19,457$1.08M
Lombard Odier Asset Management (Europe) Ltd18,851$1.04M
Westwood Holdings Group Inc.18,277$1.01M
American Assets Investment Management, LLC15,000$831.3K
Aquila Investment Management LLC14,000$775.9K
Allstate Corp12,687$703.1K
Resolute Partners Group11,824$655.3K
First Growth Investment Manager LP10,500$581.9K
Brookfield Asset Management Inc.9,399$520.9K
Pearl River Capital, LLC9,343$517.8K
Stamos Capital Partners, L.P.9,150$507.1K
Granite Point Capital Management, L.P.9,000$498.8K
Northstar Advisory Group, LLC8,649$479.3K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,250$457.2K
Capital Markets Trading UK LLP7,589$420.0K
StoneX Group Inc.6,067$336.3K
Tiedemann Advisors, LLC6,043$334.9K
Roberts Glore & Co Inc5,975$331.1K
ProShare Advisors LLC5,861$324.8K
Bailard, Inc.5,519$305.9K
Prelude Capital Management, LLC4,888$270.9K
Seaport Global Advisors, LLC4,751$263.3K
Donoghue Forlines LLC4,456$247.0K
Equitable Trust Co4,447$246.5K
McGowan Group Asset Management, Inc.4,359$241.6K
Diametric Capital, LP4,286$237.5K
Cipher Capital LP4,132$229.0K
Fukoku Mutual Life Insurance Co4,128$228.8K
Canvas Wealth Advisors, LLC3,965$228.0K
FineMark National Bank & Trust4,113$227.9K
Texas Yale Capital Corp.3,775$209.2K
Motley Fool Asset Management LLC3,613$200.2K
Symmetry Peak Management LLC3,000$166.3K
Accurate Wealth Management, LLC2,567$149.0K
Money Concepts Capital Corp2,098$116.3K
Harbor Capital Advisors, Inc.1,548$85.8K
Oder Investment Management, LLC1,235$68.4K
Sierra Capital LLC1,015$56.0K
Advisors Asset Management, Inc.911$50.5K
One Wealth Advisors, LLC640$35.5K
Clear Street Markets LLC624$35.0K
Headlands Technologies LLC537$30.0K
Sit Investment Associates Inc490$27.0K
Partners Capital Investment Group, LLP434$24.1K
McElhenny Sheffield Capital Management, LLC150$22.5K
Paragon Wealth Strategies, LLC400$22.2K
Elequin Capital LP384$21.3K
Eagle Bay Advisors LLC250$13.9K
Arrow Financial Corp225$12.0K
Operose Advisors LLC200$11.1K
Beaird Harris Wealth Management, LLC182$10.1K
Zullo Investment Group, Inc.106$5.88K
Mendota Financial Group, LLC95$5.26K
Bartlett & Co. Wealth Management LLC80$4.43K
Bartlett & Co. LLC80$4.00K
Comerica Securities,inc.52$2.88K
My Personal CFO, LLC48$2.66K
Romano Brothers and Company40$2.22K
Sound Income Strategies, LLC40$2.22K
JCIC Asset Management Inc.43$2.00K
Lakewood Asset Management LLC30$2.00K
TCG Advisory Services, LLC35$1.94K
NVWM, LLC30$1.66K
Coppell Advisory Solutions LLC20$1.11K
Coppell Advisory Solutions Corp.20$1.11K
Audent Global Asset Management, LLC17$933
Kelly Financial Services LLC4$222
Sofos Investments, Inc.55$84
Goodwin Investment Advisory1$55
Fiduciary Alliance LLC1$55
Transamerica Financial Advisors, Inc.2–

Not filed for Q1 2023 yet (17)

Institutions that held DocuSign, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Selective Wealth Management, Inc.93,826$5.30M
YorkBridge Wealth Partners, LLC39,502$2.19M
Titleist Asset Management, Ltd.27,383$1.52M
Icon Wealth Advisors, LLC16,581$918.9K
Allstate Investment Management Co12,687$703.1K
Boenning & Scattergood, Inc.5,799$621.0K
Canandaigua National Corp8,538$473.0K
Laurel Wealth Advisors, Inc.7,207$399.0K
Pendal Group Limited4,322$239.5K
Gibson Wealth Advisors LLC3,150$153.0K
Seeyond2,011$111.5K
CoreCap Advisors, LLC1,514$83.9K
Tyler-Stone Wealth Management530$29.0K
Trustcore Financial Services, LLC463$25.7K
Cornerstone Planning Group LLC127$6.86K
Heritage Wealth Management, LLC40$2.22K
Glass Jacobson Investment Advisors llc7$388