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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 5,822 | $339.4K | 0.07% | +149+2.6% | Added |
| Compass Financial Advisors LLC | 5,824 | $339.5K | 0.43% | −41−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 6,040 | $352.1K | 0.01% | −457−7.0% | Reduced |
| Vinva Investment Management Ltd | 6,239 | $352.8K | 0.03% | +6,239 | New |
| Prospera Financial Services Inc | 6,058 | $353.1K | 0.01% | −1,185−16.4% | Reduced |
| Truvestments Capital LLC | 6,065 | $353.6K | 0.19% | +700+13.0% | Added |
| Prime Capital Investment Advisors, LLC | 6,121 | $356.9K | 0.01% | +6,121 | New |
| Bristlecone Advisors, LLC | 6,150 | $358.5K | 0.04% | −742−10.8% | Reduced |
| Wolverine Trading, LLC | 6,371 | $360.0K | 0.01% | −396,201−98.4% | Reduced |
| Marex Group plc | 6,189 | $360.8K | 0.05% | −3,211−34.2% | Reduced |
| Proficio Capital Partners LLC | 6,251 | $364.4K | 0.06% | −410−6.2% | Reduced |
| Prudential PLC | 6,255 | $364.7K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 6,460 | $376.6K | 0.01% | −1,193−15.6% | Reduced |
| Pinnacle Associates Ltd | 6,502 | $379.1K | 0.01% | +1,578+32.0% | Added |
| Comprehensive Financial Management LLC | 6,593 | $384.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,670 | $388.9K | 0.08% | +6,670 | New |
| Kestra Private Wealth Services, LLC | 6,673 | $389.0K | 0.02% | +209+3.2% | Added |
| Integrated Wealth Concepts LLC | 6,828 | $398.0K | 0.01% | +1,819+36.3% | Added |
| Parkwood LLC | 6,835 | $398.0K | 0.07% | +6,835 | New |
| Foundations Investment Advisors, LLC | 6,838 | $398.7K | 0.01% | +6,838 | New |
| CIBC Asset Management Inc | 6,840 | $398.8K | 0.00% | +88+1.3% | Added |
| Titleist Asset Management, LLC | 6,966 | $406.1K | 0.09% | +6,966 | New |
| Malaga Cove Capital, LLC | 7,009 | $408.6K | 0.20% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,139 | $416.2K | 0.02% | +413+6.1% | Added |
| TrimTabs Asset Management, LLC | 7,139 | $416.2K | 0.22% | +1,192+20.0% | Added |
| Captrust Financial Advisors | 7,175 | $418.3K | 0.00% | +2,193+44.0% | Added |
| Exchange Traded Concepts, LLC | 7,185 | $418.9K | 0.01% | −836−10.4% | Reduced |
| WSFS Capital Management, LLC | 7,228 | $421.4K | 0.04% | −128−1.7% | Reduced |
| DC Investments Management, LLC | 7,279 | $424.4K | 0.51% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,354 | $428.7K | 0.04% | +304+4.3% | Added |
| Wealthcare Advisory Partners LLC | 7,400 | $431.4K | 0.02% | −32−0.4% | Reduced |
| Alberta Investment Management Corp | 7,400 | $431.4K | 0.00% | +7,400 | New |
| B. Metzler seel. Sohn & Co. AG | 7,415 | $432.3K | 0.01% | −118−1.6% | Reduced |
| Alps Advisors Inc | 7,482 | $436.2K | 0.00% | −8,465−53.1% | Reduced |
| Jump Financial, LLC | 7,544 | $439.8K | 0.02% | −129,447−94.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,554 | $440.4K | 0.02% | −365−4.6% | Reduced |
| AE Wealth Management LLC | 7,631 | $444.9K | 0.00% | −18,317−70.6% | Reduced |
| CIBC World Markets Inc. | 7,652 | $446.0K | 0.00% | −29,843−79.6% | Reduced |
| CWM, LLC | 7,644 | $446.0K | 0.00% | +24+0.3% | Added |
| FinTrust Capital Advisors, LLC | 8,079 | $447.7K | 0.11% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,738 | $451.1K | 0.02% | −229−2.9% | Reduced |
| Verition Fund Management LLC | 7,930 | $462.3K | 0.01% | −1,186−13.0% | Reduced |
| Keebeck Alpha, LP | 8,021 | $467.6K | 0.55% | +8,021 | New |
| Ergoteles LLC | 8,023 | $467.7K | 0.02% | −63,313−88.8% | Reduced |
| Green Alpha Advisors, LLC | 8,080 | $471.1K | 0.33% | +2,875+55.2% | Added |
| Grove Bank & Trust | 8,147 | $475.0K | 0.10% | +128+1.6% | Added |
| Manchester Financial Inc | 8,165 | $476.0K | 0.14% | −294−3.5% | Reduced |
| RMR Wealth Builders | 8,172 | $476.4K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,262 | $482.0K | 0.02% | −144−1.7% | Reduced |
| Copperwynd Financial, LLC | 8,356 | $487.2K | 0.25% | +3,421+69.3% | Added |
| Wealthfront Advisers LLC | 8,418 | $490.8K | 0.00% | +283+3.5% | Added |
| Garde Capital, Inc. | 8,671 | $506.0K | 0.06% | −2,269−20.7% | Reduced |
| Canandaigua National Bank & Trust Co | 8,694 | $507.0K | 0.09% | +8,694 | New |
| Prudential Financial Inc | 8,425 | $511.1K | 0.00% | −380−4.3% | Reduced |
| Redmond Asset Management, LLC | 8,810 | $513.6K | 0.18% | −870−9.0% | Reduced |
| Wetherby Asset Management Inc | 8,818 | $514.1K | 0.03% | −412−4.5% | Reduced |
| Insigneo Advisory Services, LLC | 8,835 | $515.1K | 0.16% | +2,854+47.7% | Added |
| Parallel Advisors, LLC | 8,925 | $520.3K | 0.02% | −1,456−14.0% | Reduced |
| Left Brain Wealth Management, LLC | 10,529 | $520.6K | 0.35% | +10,529 | New |
| Cetera Investment Advisers | 8,954 | $522.0K | 0.00% | +63+0.7% | Added |
| Ethic Inc. | 8,961 | $522.4K | 0.02% | +2,118+31.0% | Added |
| Mackenzie Financial Corp | 8,963 | $522.5K | 0.00% | −1,927−17.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 9,000 | $525.0K | 0.01% | −2,100−18.9% | Reduced |
| Bollard Group LLC | 9,053 | $528.0K | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,200 | $536.4K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,224 | $537.8K | 0.17% | +1,901+26.0% | Added |
| Centaurus Financial, Inc. | 9,251 | $539.0K | 0.04% | −65−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,267 | $540.0K | 0.00% | +871+10.4% | Added |
| International Assets Investment Management, LLC | 9,374 | $546.5K | 0.08% | −3,794−28.8% | Reduced |
| DFPG Investments, LLC | 9,581 | $558.6K | 0.06% | −302−3.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,631 | $561.5K | 0.03% | +602+6.7% | Added |
| Jupiter Asset Management Ltd | 9,712 | $566.2K | 0.01% | +9,712 | New |
| Shell Asset Management Co | 9,785 | $570.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 9,877 | $575.8K | 0.15% | +433+4.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,872 | $576.0K | 0.03% | +507+5.4% | Added |
| Davenport & Co LLC | 9,961 | $580.7K | 0.00% | +163+1.7% | Added |
| Blueshift Asset Management, LLC | 9,982 | $582.0K | 0.24% | +9,982 | New |
| Quattro Financial Advisors LLC | 10,000 | $583.0K | 0.24% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 10,000 | $583.0K | 0.20% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 10,000 | $583.0K | 0.62% | +10,000 | New |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $583.0K | 0.07% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 10,022 | $584.3K | 0.00% | −2,255−18.4% | Reduced |
| Laird Norton Trust Company, LLC | 10,116 | $589.8K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,352 | $603.5K | 0.01% | +3,265+46.1% | Added |
| Private Advisor Group, LLC | 10,352 | $603.5K | 0.01% | +10,352 | New |
| Franklin Resources Inc | 10,423 | $607.7K | 0.00% | −3,067−22.7% | Reduced |
| Fishman Jay A Ltd | 10,425 | $607.8K | 0.08% | −1,300−11.1% | Reduced |
| Aspiriant, LLC | 10,547 | $614.9K | 0.03% | −27−0.3% | Reduced |
| Venturi Wealth Management, LLC | 10,624 | $619.4K | 0.05% | +1,173+12.4% | Added |
| Bennett Selby Investments LP | 10,828 | $631.3K | 0.41% | −997−8.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,923 | $636.8K | 0.00% | −275−2.5% | Reduced |
| Independent Financial Group, LLC | 10,945 | $638.1K | 0.05% | +3,476+46.5% | Added |
| Waycross Investment Management Co | 11,091 | $646.6K | 0.65% | −141−1.3% | Reduced |
| Kovack Advisors, Inc. | 11,095 | $646.8K | 0.09% | −25−0.2% | Reduced |
| New York State Teachers Retirement System | 11,101 | $647.0K | 0.00% | +11,101 | New |
| Merit Financial Group, LLC | 11,216 | $653.9K | 0.02% | +297+2.7% | Added |
| Teza Capital Management LLC | 11,536 | $672.5K | 0.15% | +11,536 | New |
| Summit Trail Advisors, LLC | 11,615 | $677.2K | 0.03% | −32,143−73.5% | Reduced |
| SeaCrest Wealth Management, LLC | 11,642 | $678.7K | 0.09% | +11,642 | New |
| Manufacturers Life Insurance Company, The | 11,797 | $687.8K | 0.00% | +6,850+138.5% | Added |