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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 159 | $9.27K | 0.00% | −33−17.2% | Reduced |
| Glassman Wealth Services | 170 | $9.91K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 177 | $10.0K | 0.00% | −36,732−99.5% | Reduced |
| BDO Wealth Advisors, LLC | 173 | $10.1K | 0.00% | +15+9.5% | Added |
| Proequities, Inc. | 179 | $10.4K | 0.00% | +25+16.2% | Added |
| Toth Financial Advisory Corp | 180 | $10.5K | 0.00% | +80+80.0% | Added |
| GoalVest Advisory LLC | 181 | $10.6K | 0.01% | −4,013−95.7% | Reduced |
| Front Row Advisors LLC | 184 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 190 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 190 | $11.1K | 0.00% | +190 | New |
| Crewe Advisors LLC | 199 | $11.6K | 0.00% | −18−8.3% | Reduced |
| HM Payson & Co | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $11.7K | 0.00% | +200 | New |
| Rocky Mountain Advisers, LLC | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 204 | $12.0K | 0.01% | −3−1.4% | Reduced |
| IAG Wealth Partners, LLC | 210 | $12.2K | 0.00% | +70+50.0% | Added |
| Cedar Wealth Management, LLC | 214 | $12.5K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 219 | $12.8K | 0.00% | +219 | New |
| Activest Wealth Management | 229 | $12.9K | 0.01% | +229 | New |
| CarsonAllaria Wealth Management, Ltd. | 226 | $13.2K | 0.01% | −30−11.7% | Reduced |
| Adirondack Trust Co | 235 | $13.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 239 | $13.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 245 | $14.3K | 0.00% | +7+2.9% | Added |
| Riverview Trust Co | 254 | $14.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 288 | $16.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 290 | $16.9K | 0.00% | −1,686−85.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 290 | $16.9K | 0.00% | −50−14.7% | Reduced |
| VitalStone Financial, LLC | 95 | $17.0K | 0.02% | +60+171.4% | Added |
| Cambridge Trust Co | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 300 | $17.5K | 0.01% | +300 | New |
| TCI Wealth Advisors, Inc. | 315 | $18.4K | 0.00% | −97−23.5% | Reduced |
| CVA Family Office, LLC | 325 | $18.9K | 0.00% | −25−7.1% | Reduced |
| Bessemer Group Inc | 335 | $19.0K | 0.00% | +335 | New |
| Brown, Lisle/Cummings, Inc. | 350 | $20.4K | 0.01% | +350 | New |
| Institutional & Family Asset Management, LLC | 372 | $21.7K | 0.00% | −20−5.1% | Reduced |
| Pin Oak Investment Advisors Inc | 369 | $22.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 396 | $23.1K | 0.00% | +56+16.5% | Added |
| North Star Investment Management Corp. | 406 | $23.7K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 408 | $23.8K | 0.00% | −97−19.2% | Reduced |
| KB Financial Partners, LLC | 414 | $24.0K | 0.01% | +414 | New |
| Huntington National Bank | 417 | $24.3K | 0.00% | −34−7.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 463 | $27.0K | 0.01% | +463 | New |
| Harel Insurance Investments & Financial Services Ltd. | 489 | $29.0K | 0.00% | −154−24.0% | Reduced |
| Ci Investments Inc. | 523 | $30.0K | 0.00% | −33−5.9% | Reduced |
| Desjardins Global Asset Management Inc. | 512 | $30.0K | 0.00% | −51−9.1% | Reduced |
| Parkside Financial Bank & Trust | 541 | $31.5K | 0.01% | +7+1.3% | Added |
| Manchester Capital Management LLC | 544 | $31.7K | 0.00% | −1,862−77.4% | Reduced |
| Global Retirement Partners, LLC | 672 | $31.9K | 0.00% | +401+148.0% | Added |
| Capital Advisors, Ltd. LLC | 566 | $33.0K | 0.01% | +295+108.9% | Added |
| City Holding Co | 568 | $33.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 583 | $34.0K | 0.01% | +391+203.6% | Added |
| Private Trust Co NA | 584 | $34.0K | 0.00% | +484+484.0% | Added |
| C M Bidwell & Associates Ltd | 600 | $35.0K | 0.03% | +600 | New |
| Horizon Investments, LLC | 613 | $35.7K | 0.00% | +613 | New |
| First Manhattan Co | 625 | $36.4K | 0.00% | −25−3.8% | Reduced |
| Performa Ltd (US), LLC | 625 | $36.4K | 0.02% | −725−53.7% | Reduced |
| Ellevest, Inc. | 632 | $36.8K | 0.00% | −64−9.2% | Reduced |
| Lindbrook Capital, LLC | 667 | $38.9K | 0.00% | −60−8.3% | Reduced |
| TD Waterhouse Canada Inc. | 684 | $40.8K | 0.00% | −32,280−97.9% | Reduced |
| Rosenberg Matthew Hamilton | 715 | $41.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 718 | $41.9K | 0.00% | −202−22.0% | Reduced |
| Beacon Capital Management, LLC | 721 | $42.0K | 0.01% | +96+15.4% | Added |
| Ancora Advisors, LLC | 731 | $42.6K | 0.00% | +128+21.2% | Added |
| Quarry LP | 737 | $43.0K | 0.02% | +361+96.0% | Added |
| Washington Trust Co | 760 | $44.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 789 | $44.6K | 0.01% | +789 | New |
| Rise Advisors, LLC | 768 | $44.8K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 913 | $46.1K | 0.00% | −1,525−62.6% | Reduced |
| Gradient Investments LLC | 843 | $49.1K | 0.00% | −33−3.8% | Reduced |
| Montag A & Associates Inc | 850 | $49.6K | 0.00% | −7−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 875 | $51.0K | 0.01% | −2,689−75.4% | Reduced |
| Gables Capital Management Inc. | 875 | $51.0K | 0.04% | −427−32.8% | Reduced |
| Whittier Trust Co | 899 | $52.4K | 0.00% | −17−1.9% | Reduced |
| Valley National Advisers Inc | 1,054 | $53.0K | 0.01% | +1,054 | New |
| Sittner & Nelson, LLC | 950 | $55.4K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 981 | $57.2K | 0.03% | 00.0% | Unchanged |
| Caz Investments LP | 1,000 | $58.0K | 0.17% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $58.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $58.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,000 | $58.3K | 0.00% | +6+0.6% | Added |
| West Branch Capital LLC | 1,000 | $58.3K | 0.03% | +1,000 | New |
| Harbor Investment Advisory, LLC | 1,010 | $58.9K | 0.01% | −150−12.9% | Reduced |
| Register Financial Advisors LLC | 1,020 | $59.5K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,133 | $66.1K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 1,219 | $71.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,229 | $71.7K | 0.00% | −13−1.0% | Reduced |
| Tortoise Investment Management, LLC | 1,312 | $76.5K | 0.01% | +312+31.2% | Added |
| Belpointe Asset Management LLC | 1,470 | $85.7K | 0.00% | +43+3.0% | Added |
| ICA Group Wealth Management, LLC | 1,471 | $85.8K | 0.02% | −890−37.7% | Reduced |
| City State Bank | 1,624 | $95.0K | 0.05% | +425+35.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,677 | $97.7K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,734 | $101.1K | 0.01% | +65+3.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,828 | $103.0K | 0.00% | +870+90.8% | Added |
| Hollencrest Capital Management | 1,799 | $104.9K | 0.01% | −7,200−80.0% | Reduced |
| Counterpoint Mutual Funds LLC | 1,840 | $107.3K | 0.09% | +1,840 | New |
| Gleason Group, Inc. | 1,856 | $108.2K | 0.03% | −1−0.1% | Reduced |
| CNB Bank | 1,884 | $109.8K | 0.07% | −111−5.6% | Reduced |
| EMC Capital Management | 2,000 | $114.0K | 0.10% | 00.0% | Unchanged |