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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 36,800 | $2.15M | 0.01% | +1,983+5.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 37,759 | $2.13M | 0.07% | −15,344−28.9% | Reduced |
| IFM Investors Pty Ltd | 35,949 | $2.10M | 0.03% | +5,212+17.0% | Added |
| Utah Retirement Systems | 35,587 | $2.07M | 0.03% | +300+0.9% | Added |
| Leonteq Securities AG | 35,163 | $2.05M | 0.19% | −6,779−16.2% | Reduced |
| River & Mercantile Asset Management LLP | 35,116 | $2.05M | 0.42% | +2,410+7.4% | Added |
| Allianz Asset Management GmbH | 34,964 | $2.04M | 0.00% | +4,602+15.2% | Added |
| Nissay Asset Management Corp | 34,767 | $2.03M | 0.02% | +5,673+19.5% | Added |
| Azzad Asset Management Inc | 34,227 | $2.00M | 0.28% | +5,281+18.2% | Added |
| PFS Investments Inc. | 34,578 | $1.95M | 0.03% | +122+0.4% | Added |
| Meridian Investment Counsel Inc. | 32,730 | $1.91M | 0.72% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 31,236 | $1.82M | 0.01% | +31,236 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,185 | $1.82M | 0.01% | +510+1.7% | Added |
| CWM Advisors, LLC | 30,875 | $1.80M | 0.23% | +3,505+12.8% | Added |
| Westbourne Investment Advisors, Inc. | 30,815 | $1.80M | 0.87% | −145−0.5% | Reduced |
| V Wealth Advisors LLC | 30,769 | $1.79M | 0.34% | +5,129+20.0% | Added |
| Royal Fund Management, LLC | 29,900 | $1.74M | 0.26% | +29,900 | New |
| Lyell Wealth Management, LP | 29,581 | $1.72M | 0.24% | −977−3.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 29,382 | $1.71M | 0.79% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 29,277 | $1.71M | 0.11% | +13,032+80.2% | Added |
| Oppenheimer & Co Inc | 29,213 | $1.70M | 0.04% | +1,950+7.2% | Added |
| DekaBank Deutsche Girozentrale | 30,391 | $1.70M | 0.00% | −2,908−8.7% | Reduced |
| Seven Eight Capital, LP | 28,794 | $1.68M | 0.35% | +28,794 | New |
| Freestone Capital Holdings, LLC | 28,599 | $1.67M | 0.07% | +499+1.8% | Added |
| Kestra Advisory Services, LLC | 28,307 | $1.65M | 0.02% | −15,184−34.9% | Reduced |
| Advisory Services Network, LLC | 28,095 | $1.64M | 0.05% | +11,230+66.6% | Added |
| Orion Portfolio Solutions, LLC | 27,815 | $1.62M | 0.02% | −1,229−4.2% | Reduced |
| Brinker Capital Investments, LLC | 27,815 | $1.62M | 0.02% | +27,815 | New |
| Xponance, Inc. | 26,930 | $1.57M | 0.02% | +83+0.3% | Added |
| Janney Montgomery Scott LLC | 26,513 | $1.55M | 0.01% | +1,016+4.0% | Added |
| Chartwell Investment Partners, LLC | 26,455 | $1.54M | 0.06% | +26,455 | New |
| Washington Trust Advisors, Inc. | 26,353 | $1.54M | 0.16% | +394+1.5% | Added |
| Gulf International Bank (UK) Ltd | 26,276 | $1.53M | 0.03% | −6,698−20.3% | Reduced |
| Public Employees Retirement Association of Colorado | 26,128 | $1.52M | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 25,983 | $1.51M | 0.01% | −156−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,409 | $1.48M | 0.14% | +25,409 | New |
| Ieq Capital, LLC | 25,318 | $1.48M | 0.03% | −3,820−13.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 25,074 | $1.46M | 0.05% | −27,413−52.2% | Reduced |
| Janus Henderson Group PLC | 24,511 | $1.43M | 0.00% | +25+0.1% | Added |
| Group One Trading, L.P. | 24,512 | $1.43M | 0.07% | −2,796−10.2% | Reduced |
| TD Asset Management Inc | 24,487 | $1.43M | 0.00% | −1,302−5.0% | Reduced |
| Credit Agricole S A | 24,209 | $1.41M | 0.06% | −5,604−18.8% | Reduced |
| Coronation Fund Managers Ltd. | 23,979 | $1.40M | 0.04% | −6,107−20.3% | Reduced |
| Daiwa Securities Group Inc. | 13,697 | $1.38M | 0.01% | +600+4.6% | Added |
| HRT Financial LP | 23,336 | $1.36M | 0.02% | −352,303−93.8% | Reduced |
| Mariner, LLC | 23,183 | $1.35M | 0.00% | −8,955−27.9% | Reduced |
| Amalgamated Bank | 22,899 | $1.33M | 0.01% | +499+2.2% | Added |
| Atria Investments LLC | 22,782 | $1.33M | 0.03% | +22,782 | New |
| Vontobel Holding Ltd. | 22,782 | $1.33M | 0.01% | −252−1.1% | Reduced |
| Baird Financial Group, Inc. | 22,588 | $1.32M | 0.00% | +781+3.6% | Added |
| Teacher Retirement System of Texas | 22,331 | $1.30M | 0.01% | +40+0.2% | Added |
| Icon Wealth Partners, LLC | 22,297 | $1.30M | 0.14% | +22,297 | New |
| Vestmark Advisory Solutions, Inc. | 22,080 | $1.29M | 0.06% | +1,888+9.4% | Added |
| Bank of Nova Scotia | 21,981 | $1.28M | 0.00% | −35,333−61.6% | Reduced |
| National Asset Management, Inc. | 21,910 | $1.28M | 0.03% | +7,221+49.2% | Added |
| Federated Hermes, Inc. | 21,891 | $1.28M | 0.00% | +10,862+98.5% | Added |
| D.A. Davidson & Co. | 21,233 | $1.24M | 0.01% | −2,868−11.9% | Reduced |
| Principal Financial Group Inc | 20,993 | $1.22M | 0.00% | −4,102−16.3% | Reduced |
| Y.D. More Investments Ltd | 20,729 | $1.21M | 0.29% | −3,706−15.2% | Reduced |
| Ropes Wealth Advisors LLC | 20,349 | $1.19M | 0.21% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,242 | $1.18M | 0.00% | +6,899+51.7% | Added |
| Patten & Patten Inc | 20,146 | $1.17M | 0.10% | −2,785−12.1% | Reduced |
| Nisa Investment Advisors, LLC | 19,300 | $1.13M | 0.01% | +1,400+7.8% | Added |
| Cutler Group LP | 19,243 | $1.12M | 0.18% | −8,723−31.2% | Reduced |
| Avantax Advisory Services, Inc. | 19,225 | $1.12M | 0.01% | −1,343−6.5% | Reduced |
| Cetera Advisors LLC | 19,166 | $1.12M | 0.02% | +8,206+74.9% | Added |
| Creative Planning | 18,723 | $1.09M | 0.00% | −507−2.6% | Reduced |
| Engineers Gate Manager LP | 18,302 | $1.07M | 0.04% | +5,387+41.7% | Added |
| Hood River Capital Management LLC | 18,285 | $1.07M | 0.03% | −460−2.5% | Reduced |
| Intellectus Partners, LLC | 17,950 | $1.05M | 0.33% | +299+1.7% | Added |
| British Columbia Investment Management Corp | 17,876 | $1.04M | 0.01% | +278+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 17,758 | $1.04M | 0.02% | +5,566+45.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,607 | $1.03M | 0.64% | +196+1.1% | Added |
| JustInvest LLC | 17,536 | $1.02M | 0.04% | +1,276+7.8% | Added |
| Financial Advocates Investment Management | 17,208 | $1.00M | 0.08% | −855−4.7% | Reduced |
| Cerity Partners LLC | 17,114 | $997.7K | 0.00% | −630−3.6% | Reduced |
| Boston Partners | 17,736 | $974.5K | 0.00% | −178−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,694 | $973.3K | 0.01% | +320+2.0% | Added |
| Atria Wealth Solutions, Inc. | 16,583 | $966.8K | 0.01% | +1,122+7.3% | Added |
| Ameritas Advisory Services, LLC | 17,936 | $959.3K | 0.05% | −1,313−6.8% | Reduced |
| Kingsview Wealth Management, LLC | 16,451 | $959.1K | 0.04% | +16,451 | New |
| MUFG Securities EMEA plc | 16,452 | $959.0K | 0.02% | −2,541−13.4% | Reduced |
| MAI Capital Management | 16,381 | $955.0K | 0.02% | −36−0.2% | Reduced |
| Guggenheim Capital LLC | 16,351 | $953.3K | 0.01% | −4,827−22.8% | Reduced |
| Profund Advisors LLC | 16,293 | $949.9K | 0.06% | −5,137−24.0% | Reduced |
| Illinois Municipal Retirement Fund | 16,271 | $949.0K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 16,106 | $939.0K | 0.03% | +802+5.2% | Added |
| Financial Consulate, Inc | 15,882 | $925.9K | 0.32% | +33+0.2% | Added |
| Nomura Holdings Inc | 15,690 | $914.7K | 0.01% | −27,919−64.0% | Reduced |
| Maryland State Retirement & Pension System | 15,624 | $910.9K | 0.02% | +824+5.6% | Added |
| Baker Tilly Wealth Management, LLC | 15,560 | $907.1K | 0.10% | −2,124−12.0% | Reduced |
| Truist Financial Corp | 15,427 | $899.4K | 0.00% | +825+5.6% | Added |
| Westpac Banking Corp | 15,332 | $893.9K | 0.01% | −4,322−22.0% | Reduced |
| RBF Capital, LLC | 15,000 | $874.5K | 0.06% | −94,700−86.3% | Reduced |
| Alliance Wealth Advisors, LLC | 14,969 | $872.7K | 0.35% | +1,316+9.6% | Added |
| XXEC, Inc. | 14,775 | $861.4K | 0.69% | +14,775 | New |
| Brighton Jones LLC | 14,772 | $861.2K | 0.05% | −1,572−9.6% | Reduced |
| World Equity Group, Inc. | 48,792 | $860.7K | 0.15% | +48,792 | New |
| MML Investors Services, LLC | 14,709 | $858.0K | 0.01% | −1,379−8.6% | Reduced |
| Acorn Financial Advisory Services Inc | 14,673 | $855.4K | 0.17% | +1,440+10.9% | Added |