Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in DocuSign, Inc. as of Mar 31, 2023. 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
728
+8 vs. Q4 2022
Shares held
156.1M
−496.7K (−0.3%) vs. Q4 2022
Total value
$9.15B
+$467.3M (+5.4%) vs. Q4 2022
New holders
100
250 more added
Sold out
92
245 more reduced

17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 728 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ1 2023: $9.15B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2022.

Institutions holding DOCU in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC10$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Foster Dykema Cabot & Co Inc5$00.00%+5New
Evermay Wealth Management LLC1$590.00%−500−99.8%Reduced
Disciplined Investments, LLC3$1750.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC3$1750.00%+3New
AllSquare Wealth Management LLC4$2330.00%00.0%Unchanged
Horan Securities, Inc.4$2500.00%+1+33.3%Added
Coastal Capital Group, Inc.5$2920.00%00.0%Unchanged
Schubert & Co5$2920.00%+1+25.0%Added
SJS Investment Consulting Inc.6$3510.00%00.0%Unchanged
Key Financial Inc7$4080.00%00.0%Unchanged
Private Ocean, LLC7$4080.00%+7New
25 LLC10$4930.00%+10New
Focused Wealth Management, Inc10$5830.00%00.0%Unchanged
MB, Levis & Associates, LLC10$5830.00%00.0%Unchanged
JFS Wealth Advisors, LLC10$5830.00%+2+25.0%Added
Pittenger & Anderson Inc11$6420.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC12$6790.00%+12New
Oliver Lagore Vanvalin Investment Group15$8750.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.15$8750.00%+15New
JJJ Advisors Inc.18$9810.00%+18New
Central Bank & Trust Co17$9900.00%+17New
Zions Bancorporation, N.A.17$9910.00%−10−37.0%Reduced
Ronald Blue Trust, Inc.11$1.00K0.00%−19−63.3%Reduced
ClariVest Asset Management LLC11$1.00K0.00%00.0%Unchanged
Byrne Asset Management LLC19$1.00K0.00%+19New
PayPay Securities Corp19$1.11K0.07%−8−29.6%Reduced
Raffa Wealth Management, LLC20$1.17K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC20$1.17K0.00%+4+25.0%Added
BerganKDV Wealth Management, LLC21$1.23K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.22$1.28K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.22$1.28K0.00%+22New
Piershale Financial Group, Inc.25$1.46K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.25$1.46K0.00%00.0%Unchanged
Creative Financial Designs Inc27$1.57K0.00%+27New
Lee Financial Co30$1.75K0.00%−20−40.0%Reduced
Kistler-Tiffany Companies, LLC34$1.98K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)31$2.00K0.00%−224−87.8%Reduced
AlphaMark Advisors, LLC36$2.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC34$2.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners45$2.00K0.00%+45New
Studio Investment Management LLC35$2.04K0.00%+35New
SOA Wealth Advisors, LLC.36$2.10K0.00%00.0%Unchanged
Financial Freedom, LLC37$2.16K0.00%00.0%Unchanged
Massmutual Trust Co FSB40$2.33K0.00%−40−50.0%Reduced
First Horizon Advisors, Inc.42$2.45K0.00%−160−79.2%Reduced
Atticus Wealth Management, LLC43$2.51K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC47$2.74K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC50$2.92K0.00%00.0%Unchanged
Costello Asset Management, INC50$2.92K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc51$2.97K0.00%00.0%Unchanged
National Pension Service53$3.00K0.00%−15,430−99.7%Reduced
Baldrige Asset Management LLC45$3.00K0.00%+45New
Financial Synergies Wealth Advisors, Inc.53$3.09K0.00%00.0%Unchanged
Core Alternative Capital60$3.50K0.00%+35+140.0%Added
Johnson Midwest Financial, LLC61$3.56K0.01%00.0%Unchanged
True Wealth Design, LLC61$3.56K0.00%00.0%Unchanged
Brown Brothers Harriman & Co63$3.67K0.00%+63New
BBJS Financial Advisors, LLC66$3.87K0.00%−11,096−99.4%Reduced
Westside Investment Management, Inc.69$4.02K0.00%00.0%Unchanged
ZRC Wealth Management, LLC72$4.20K0.00%+72New
Concord Wealth Partners74$4.31K0.00%−6−7.5%Reduced
HighMark Wealth Management LLC74$4.31K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC74$4.31K0.00%+74New
Baystate Wealth Management LLC76$4.43K0.00%00.0%Unchanged
RFP Financial Group LLC81$4.72K0.01%00.0%Unchanged
Asset Dedication, LLC79$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc93$5.42K0.00%−19−17.0%Reduced
Earnest Partners LLC95$5.54K0.00%00.0%Unchanged
Macroview Investment Management LLC95$5.54K0.01%00.0%Unchanged
Global Wealth Strategies & Associates95$5.54K0.00%00.0%Unchanged
Aspire Private Capital, LLC96$5.60K0.00%+4+4.3%Added
McIlrath & Eck, LLC99$5.77K0.00%−22−18.2%Reduced
Addison Advisors LLC100$5.83K0.00%00.0%Unchanged
Tucker Asset Management LLC100$5.83K0.00%+100New
Nordwand Advisors, LLC100$5.83K0.00%+100New
PFS Partners, LLC105$6.12K0.01%00.0%Unchanged
Archer Investment Corp110$6.41K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.112$6.53K0.00%+31+38.3%Added
Fifth Third Bancorp114$6.65K0.00%+102+850.0%Added
Richard W. Paul & Associates, LLC115$6.71K0.00%00.0%Unchanged
Salem Investment Counselors Inc119$6.94K0.00%00.0%Unchanged
Benjamin Edwards Inc113$7.00K0.00%−241−68.1%Reduced
Tradition Wealth Management, LLC117$7.00K0.00%+5+4.5%Added
Oakworth Capital, Inc.127$7.40K0.00%+87+217.5%Added
Antonetti Capital Management LLC128$7.46K0.01%00.0%Unchanged
Jones Financial Companies LLLP129$7.52K0.00%+111+616.7%Added
Stonebridge Capital Advisors LLC132$7.70K0.00%00.0%Unchanged
Ashburton (Jersey) Ltd133$8.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.129$8.00K0.00%+129New
Column Capital Advisors, LLC139$8.10K0.00%00.0%Unchanged
Pacifica Partners Inc.145$8.15K0.00%+100+222.2%Added
Tilia Fiduciary Partners, Inc.145$8.45K0.01%00.0%Unchanged
Clearstead Advisors, LLC150$8.74K0.00%00.0%Unchanged
TSFG, LLC160$9.00K0.00%−50−23.8%Reduced
Strengthening Families & Communities, LLC146$9.00K0.01%00.0%Unchanged
Colonial Trust Co162$9.16K0.00%00.0%Unchanged
NewSquare Capital LLC158$9.21K0.00%00.0%Unchanged
DB Wealth Management Group, LLC158$9.21K0.01%00.0%Unchanged