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 |
|---|---|---|---|---|---|
| Essex LLC | 12,527 | $694.2K | 0.21% | 00.0% | Unchanged |
| MetLife Investment Management | 11,971 | $697.9K | 0.01% | +28+0.2% | Added |
| Toroso Investments, LLC | 12,025 | $701.0K | 0.02% | +1,114+10.2% | Added |
| Friedenthal Financial | 12,029 | $701.0K | 0.49% | +12,029 | New |
| Meiji Yasuda Life Insurance Co | 12,043 | $702.0K | 0.01% | −1,333−10.0% | Reduced |
| Mutual Advisors, LLC | 12,158 | $708.8K | 0.03% | −393−3.1% | Reduced |
| Public Sector Pension Investment Board | 12,174 | $709.7K | 0.01% | +1,433+13.3% | Added |
| Mercer Global Advisors Inc | 12,357 | $720.0K | 0.00% | +4,129+50.2% | Added |
| Hilltop Holdings Inc. | 12,405 | $723.2K | 0.10% | +2,703+27.9% | Added |
| M&T Bank Corp | 12,613 | $735.2K | 0.00% | +1,099+9.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,639 | $736.9K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 12,671 | $738.7K | 0.08% | +101+0.8% | Added |
| Commerce Bank | 12,833 | $748.2K | 0.01% | +1,196+10.3% | Added |
| Baader Bank INC | 13,306 | $774.4K | 0.06% | +106+0.8% | Added |
| PDT Partners, LLC | 13,330 | $777.1K | 0.11% | +13,330 | New |
| Bokf, NA | 13,332 | $777.3K | 0.02% | −909−6.4% | Reduced |
| Weatherly Asset Management L. P. | 13,735 | $800.8K | 0.10% | −615−4.3% | Reduced |
| Inceptionr LLC | 14,052 | $819.2K | 0.26% | +8,041+133.8% | Added |
| Axq Capital, LP | 14,257 | $831.2K | 0.33% | +7,208+102.3% | Added |
| Algert Global LLC | 14,289 | $833.0K | 0.04% | −5,260−26.9% | Reduced |
| Independent Advisor Alliance | 14,379 | $838.3K | 0.04% | −1,655−10.3% | Reduced |
| Fox Run Management, L.L.C. | 14,439 | $841.8K | 0.27% | −1,592−9.9% | Reduced |
| Werlinich Asset Management, LLC | 14,477 | $844.0K | 0.74% | 00.0% | Unchanged |
| US Bancorp | 14,529 | $847.0K | 0.00% | +247+1.7% | Added |
| Hamilton Lane Advisors LLC | 14,565 | $849.1K | 0.28% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 14,636 | $853.3K | 0.05% | +14,636 | New |
| Swiss Life Asset Management Ltd | 14,639 | $853.7K | 0.01% | −98,406−87.1% | Reduced |
| Acorn Financial Advisory Services Inc | 14,673 | $855.4K | 0.17% | +1,440+10.9% | Added |
| MML Investors Services, LLC | 14,709 | $858.0K | 0.01% | −1,379−8.6% | Reduced |
| World Equity Group, Inc. | 48,792 | $860.7K | 0.15% | +48,792 | New |
| Brighton Jones LLC | 14,772 | $861.2K | 0.05% | −1,572−9.6% | Reduced |
| XXEC, Inc. | 14,775 | $861.4K | 0.69% | +14,775 | New |
| Alliance Wealth Advisors, LLC | 14,969 | $872.7K | 0.35% | +1,316+9.6% | Added |
| RBF Capital, LLC | 15,000 | $874.5K | 0.06% | −94,700−86.3% | Reduced |
| Westpac Banking Corp | 15,332 | $893.9K | 0.01% | −4,322−22.0% | Reduced |
| Truist Financial Corp | 15,427 | $899.4K | 0.00% | +825+5.6% | Added |
| Baker Tilly Wealth Management, LLC | 15,560 | $907.1K | 0.10% | −2,124−12.0% | Reduced |
| Maryland State Retirement & Pension System | 15,624 | $910.9K | 0.02% | +824+5.6% | Added |
| Nomura Holdings Inc | 15,690 | $914.7K | 0.01% | −27,919−64.0% | Reduced |
| Financial Consulate, Inc | 15,882 | $925.9K | 0.32% | +33+0.2% | Added |
| Elo Mutual Pension Insurance Co | 16,106 | $939.0K | 0.03% | +802+5.2% | Added |
| Illinois Municipal Retirement Fund | 16,271 | $949.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 16,293 | $949.9K | 0.06% | −5,137−24.0% | Reduced |
| Guggenheim Capital LLC | 16,351 | $953.3K | 0.01% | −4,827−22.8% | Reduced |
| MAI Capital Management | 16,381 | $955.0K | 0.02% | −36−0.2% | Reduced |
| MUFG Securities EMEA plc | 16,452 | $959.0K | 0.02% | −2,541−13.4% | Reduced |
| Kingsview Wealth Management, LLC | 16,451 | $959.1K | 0.04% | +16,451 | New |
| Ameritas Advisory Services, LLC | 17,936 | $959.3K | 0.05% | −1,313−6.8% | Reduced |
| Atria Wealth Solutions, Inc. | 16,583 | $966.8K | 0.01% | +1,122+7.3% | Added |
| Federation des caisses Desjardins du Quebec | 16,694 | $973.3K | 0.01% | +320+2.0% | Added |
| Boston Partners | 17,736 | $974.5K | 0.00% | −178−1.0% | Reduced |
| Cerity Partners LLC | 17,114 | $997.7K | 0.00% | −630−3.6% | Reduced |
| Financial Advocates Investment Management | 17,208 | $1.00M | 0.08% | −855−4.7% | Reduced |
| JustInvest LLC | 17,536 | $1.02M | 0.04% | +1,276+7.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,607 | $1.03M | 0.64% | +196+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 17,758 | $1.04M | 0.02% | +5,566+45.7% | Added |
| British Columbia Investment Management Corp | 17,876 | $1.04M | 0.01% | +278+1.6% | Added |
| Intellectus Partners, LLC | 17,950 | $1.05M | 0.33% | +299+1.7% | Added |
| Hood River Capital Management LLC | 18,285 | $1.07M | 0.03% | −460−2.5% | Reduced |
| Engineers Gate Manager LP | 18,302 | $1.07M | 0.04% | +5,387+41.7% | Added |
| Creative Planning | 18,723 | $1.09M | 0.00% | −507−2.6% | Reduced |
| Cetera Advisors LLC | 19,166 | $1.12M | 0.02% | +8,206+74.9% | Added |
| Avantax Advisory Services, Inc. | 19,225 | $1.12M | 0.01% | −1,343−6.5% | Reduced |
| Cutler Group LP | 19,243 | $1.12M | 0.18% | −8,723−31.2% | Reduced |
| Nisa Investment Advisors, LLC | 19,300 | $1.13M | 0.01% | +1,400+7.8% | Added |
| Patten & Patten Inc | 20,146 | $1.17M | 0.10% | −2,785−12.1% | Reduced |
| CI Private Wealth, LLC | 20,242 | $1.18M | 0.00% | +6,899+51.7% | Added |
| Ropes Wealth Advisors LLC | 20,349 | $1.19M | 0.21% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 20,729 | $1.21M | 0.29% | −3,706−15.2% | Reduced |
| Principal Financial Group Inc | 20,993 | $1.22M | 0.00% | −4,102−16.3% | Reduced |
| D.A. Davidson & Co. | 21,233 | $1.24M | 0.01% | −2,868−11.9% | Reduced |
| Federated Hermes, Inc. | 21,891 | $1.28M | 0.00% | +10,862+98.5% | Added |
| National Asset Management, Inc. | 21,910 | $1.28M | 0.03% | +7,221+49.2% | Added |
| Bank of Nova Scotia | 21,981 | $1.28M | 0.00% | −35,333−61.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 22,080 | $1.29M | 0.06% | +1,888+9.4% | Added |
| Icon Wealth Partners, LLC | 22,297 | $1.30M | 0.14% | +22,297 | New |
| Teacher Retirement System of Texas | 22,331 | $1.30M | 0.01% | +40+0.2% | Added |
| Baird Financial Group, Inc. | 22,588 | $1.32M | 0.00% | +781+3.6% | Added |
| Vontobel Holding Ltd. | 22,782 | $1.33M | 0.01% | −252−1.1% | Reduced |
| Atria Investments LLC | 22,782 | $1.33M | 0.03% | +22,782 | New |
| Amalgamated Bank | 22,899 | $1.33M | 0.01% | +499+2.2% | Added |
| Mariner, LLC | 23,183 | $1.35M | 0.00% | −8,955−27.9% | Reduced |
| HRT Financial LP | 23,336 | $1.36M | 0.02% | −352,303−93.8% | Reduced |
| Daiwa Securities Group Inc. | 13,697 | $1.38M | 0.01% | +600+4.6% | Added |
| Coronation Fund Managers Ltd. | 23,979 | $1.40M | 0.04% | −6,107−20.3% | Reduced |
| Credit Agricole S A | 24,209 | $1.41M | 0.06% | −5,604−18.8% | Reduced |
| TD Asset Management Inc | 24,487 | $1.43M | 0.00% | −1,302−5.0% | Reduced |
| Group One Trading, L.P. | 24,512 | $1.43M | 0.07% | −2,796−10.2% | Reduced |
| Janus Henderson Group PLC | 24,511 | $1.43M | 0.00% | +25+0.1% | Added |
| Parallax Volatility Advisers, L.P. | 25,074 | $1.46M | 0.05% | −27,413−52.2% | Reduced |
| Ieq Capital, LLC | 25,318 | $1.48M | 0.03% | −3,820−13.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,409 | $1.48M | 0.14% | +25,409 | New |
| Cetera Advisor Networks LLC | 25,983 | $1.51M | 0.01% | −156−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 26,128 | $1.52M | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 26,276 | $1.53M | 0.03% | −6,698−20.3% | Reduced |
| Washington Trust Advisors, Inc. | 26,353 | $1.54M | 0.16% | +394+1.5% | Added |
| Chartwell Investment Partners, LLC | 26,455 | $1.54M | 0.06% | +26,455 | New |
| Janney Montgomery Scott LLC | 26,513 | $1.55M | 0.01% | +1,016+4.0% | Added |
| Xponance, Inc. | 26,930 | $1.57M | 0.02% | +83+0.3% | Added |
| Orion Portfolio Solutions, LLC | 27,815 | $1.62M | 0.02% | −1,229−4.2% | Reduced |