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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 2,012 | $117.3K | 0.03% | −121−5.7% | Reduced |
| Ossiam | 2,027 | $118.2K | 0.00% | +159+8.5% | Added |
| Ostrum Asset Management | 2,120 | $123.6K | 0.01% | +2,120 | New |
| Cary Street Partner Investment Advisory LLC | 2,230 | $130.0K | 0.01% | +730+48.7% | Added |
| Castleview Partners, LLC | 2,520 | $146.9K | 0.13% | +22+0.9% | Added |
| WR Wealth Planners, LLC | 2,774 | $161.7K | 0.07% | +792+40.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,832 | $165.1K | 0.11% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,900 | $169.1K | 0.15% | +2,900 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,925 | $171.0K | 0.07% | +2,925 | New |
| American International Group, Inc. | 2,939 | $171.3K | 0.00% | −86−2.8% | Reduced |
| Global Trust Asset Management, LLC | 3,012 | $175.6K | 0.08% | +400+15.3% | Added |
| Knights of Columbus Asset Advisors LLC | 3,021 | $176.1K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,026 | $176.4K | 0.00% | +3,026 | New |
| Twin Lakes Capital Management, LLC | 3,303 | $192.6K | 0.14% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,330 | $194.1K | 0.01% | −13,115−79.8% | Reduced |
| Kapstone Financial Advisors LLC | 3,593 | $200.1K | 0.18% | +35+1.0% | Added |
| Focus Financial Network, Inc. | 3,481 | $202.9K | 0.01% | +3,481 | New |
| Synergy Financial Group, LTD | 3,489 | $203.4K | 0.33% | +3,489 | New |
| Boothbay Fund Management, LLC | 3,497 | $203.9K | 0.01% | −937−21.1% | Reduced |
| Burton Enright Welch | 3,499 | $204.0K | 0.08% | +3,499 | New |
| Tectonic Advisors LLC | 3,544 | $206.6K | 0.03% | −106−2.9% | Reduced |
| Camden Capital, LLC | 3,551 | $207.0K | 0.03% | +3,551 | New |
| Palogic Value Management, L.P. | 3,555 | $207.3K | 0.10% | +3,555 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,571 | $208.2K | 0.06% | +3,571 | New |
| Banque Cantonale Vaudoise | 3,593 | $211.0K | 0.01% | −175−4.6% | Reduced |
| Bryn Mawr Trust Co | 3,650 | $213.0K | 0.01% | +3,650 | New |
| Metis Global Partners, LLC | 3,657 | $213.2K | 0.01% | +3,657 | New |
| Sovereign Financial Group, Inc. | 3,714 | $216.5K | 0.08% | +3,714 | New |
| Cantor Fitzgerald, L. P. | 3,750 | $218.6K | 0.00% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,753 | $218.8K | 0.16% | 00.0% | Unchanged |
| DMG Group, LLC | 3,778 | $219.4K | 0.22% | +3,778 | New |
| Graypoint LLC | 3,857 | $224.9K | 0.02% | +3,857 | New |
| Hudock, Inc. | 3,863 | $225.2K | 0.06% | −371−8.8% | Reduced |
| Lincoln National Corp | 3,893 | $227.0K | 0.00% | +3,893 | New |
| Clarus Group, Inc. | 3,898 | $227.3K | 0.21% | 00.0% | Unchanged |
| Central Trust Co | 3,925 | $228.8K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,956 | $230.6K | 0.00% | −28,981−88.0% | Reduced |
| Clear Creek Financial Management, LLC | 3,984 | $232.3K | 0.04% | −140−3.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,987 | $232.4K | 0.03% | −33,244−89.3% | Reduced |
| Modus Advisors, LLC | 4,013 | $234.0K | 0.11% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,040 | $235.5K | 0.01% | −59−1.4% | Reduced |
| Granite Bay Wealth Management, LLC | 4,100 | $239.0K | 0.17% | +18+0.4% | Added |
| Sciencast Management LP | 4,939 | $239.1K | 0.32% | +4,939 | New |
| Signaturefd, LLC | 4,103 | $239.2K | 0.01% | −824−16.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,148 | $242.0K | 0.01% | −288−6.5% | Reduced |
| Siemens Fonds Invest GmbH | 4,153 | $242.1K | 0.03% | 00.0% | Unchanged |
| AM Squared Ltd | 4,200 | $244.9K | 0.19% | +1,400+50.0% | Added |
| Brandywine Managers, LLC | 4,211 | $245.5K | 0.17% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 4,240 | $247.2K | 0.20% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,251 | $247.8K | 0.02% | +4,251 | New |
| Boston Private Wealth LLC | 4,253 | $248.0K | 0.00% | −476−10.1% | Reduced |
| Purus Wealth Management, LLC | 4,297 | $250.5K | 0.20% | −234−5.2% | Reduced |
| Qtron Investments LLC | 4,298 | $250.6K | 0.05% | +4,298 | New |
| Impax Asset Management Group plc | 4,334 | $252.7K | 0.00% | +139+3.3% | Added |
| Northeast Financial Consultants Inc | 4,390 | $255.9K | 0.02% | +4,390 | New |
| Cresset Asset Management, LLC | 4,406 | $256.9K | 0.01% | −1,697−27.8% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $259.4K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,508 | $262.8K | 0.01% | +4,508 | New |
| LaFleur & Godfrey LLC | 4,519 | $263.5K | 0.04% | −1,090−19.4% | Reduced |
| Spire Wealth Management | 4,545 | $265.0K | 0.01% | +1,708+60.2% | Added |
| Qsemble Capital Management, LP | 4,600 | $268.2K | 0.18% | +4,600 | New |
| EverSource Wealth Advisors, LLC | 4,630 | $269.9K | 0.03% | +783+20.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,634 | $270.0K | 0.01% | +461+11.0% | Added |
| IHT Wealth Management, LLC | 4,638 | $270.4K | 0.02% | −90−1.9% | Reduced |
| Ridgewood Investments LLC | 4,640 | $270.5K | 0.17% | +470+11.3% | Added |
| Schonfeld Strategic Advisors LLC | 4,668 | $272.1K | 0.00% | −99,110−95.5% | Reduced |
| Pzena Investment Management LLC | 4,697 | $273.8K | 0.00% | +4,697 | New |
| GWM Advisors LLC | 4,709 | $274.6K | 0.00% | −1,447−23.5% | Reduced |
| Keybank National Association | 4,717 | $275.0K | 0.00% | −4,766−50.3% | Reduced |
| Geneos Wealth Management Inc. | 4,726 | $275.5K | 0.02% | −182−3.7% | Reduced |
| Vestcor Inc | 4,741 | $276.0K | 0.01% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 4,756 | $277.3K | 0.06% | −55−1.1% | Reduced |
| Veriti Management LLC | 4,784 | $278.9K | 0.03% | +467+10.8% | Added |
| Kula Investments, LLC | 4,805 | $280.1K | 0.07% | +4,805 | New |
| Wallace Advisory Group, LLC | 4,872 | $284.0K | 0.22% | +4,872 | New |
| Two Sigma Securities, LLC | 4,918 | $286.7K | 0.02% | −74,635−93.8% | Reduced |
| Legal Advantage Investments, Inc. | 5,015 | $292.4K | 0.21% | +1,000+24.9% | Added |
| Stansberry Asset Management, LLC | 5,020 | $292.7K | 0.06% | +200+4.1% | Added |
| Brown Miller Wealth Management, LLC | 5,026 | $293.0K | 0.17% | −207−4.0% | Reduced |
| Brown Advisory Inc | 5,084 | $296.4K | 0.00% | +5,084 | New |
| Natixis | 5,121 | $298.6K | 0.00% | −262,324−98.1% | Reduced |
| Capital Investment Advisory Services, LLC | 5,130 | $299.1K | 0.04% | −466−8.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,153 | $300.4K | 0.02% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 5,165 | $301.1K | 0.06% | +250+5.1% | Added |
| 1776 Wealth LLC | 5,199 | $303.1K | 0.18% | 00.0% | Unchanged |
| Unio Capital LLC | 5,210 | $303.7K | 0.16% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,236 | $305.3K | 0.00% | −3,002−36.4% | Reduced |
| Rehmann Capital Advisory Group | 5,255 | $306.4K | 0.03% | +815+18.4% | Added |
| Inspire Advisors, LLC | 5,336 | $311.1K | 0.07% | +1,005+23.2% | Added |
| Gsa Capital Partners LLP | 5,344 | $312.0K | 0.03% | −20,825−79.6% | Reduced |
| Silvant Capital Management LLC | 5,377 | $313.5K | 0.02% | −68−1.2% | Reduced |
| Americana Partners, LLC | 5,381 | $313.7K | 0.05% | −57−1.0% | Reduced |
| Apollon Wealth Management, LLC | 5,416 | $315.8K | 0.02% | +124+2.3% | Added |
| Tower Research Capital LLC (TRC) | 5,505 | $321.0K | 0.01% | +4,157+308.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,558 | $324.0K | 0.17% | −653−10.5% | Reduced |
| Arden Trust Co | 5,601 | $327.0K | 0.06% | +1,248+28.7% | Added |
| Tokio Marine Asset Management Co Ltd | 5,663 | $330.2K | 0.02% | +426+8.1% | Added |
| Flagship Harbor Advisors, LLC | 5,770 | $336.4K | 0.03% | +23+0.4% | Added |
| Western Wealth Management, LLC | 5,797 | $338.0K | 0.03% | −50−0.9% | Reduced |
| Carmel Capital Partners, LLC | 5,820 | $339.3K | 0.20% | +288+5.2% | Added |