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 8 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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 14,639 | $853.7K | 0.01% | −98,406−87.1% | Reduced |
| PEAK6 Investments LLC | 14,636 | $853.3K | 0.05% | +14,636 | New |
| Hamilton Lane Advisors LLC | 14,565 | $849.1K | 0.28% | 00.0% | Unchanged |
| US Bancorp | 14,529 | $847.0K | 0.00% | +247+1.7% | Added |
| Werlinich Asset Management, LLC | 14,477 | $844.0K | 0.74% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,439 | $841.8K | 0.27% | −1,592−9.9% | Reduced |
| Independent Advisor Alliance | 14,379 | $838.3K | 0.04% | −1,655−10.3% | Reduced |
| Algert Global LLC | 14,289 | $833.0K | 0.04% | −5,260−26.9% | Reduced |
| Axq Capital, LP | 14,257 | $831.2K | 0.33% | +7,208+102.3% | Added |
| Inceptionr LLC | 14,052 | $819.2K | 0.26% | +8,041+133.8% | Added |
| Weatherly Asset Management L. P. | 13,735 | $800.8K | 0.10% | −615−4.3% | Reduced |
| Bokf, NA | 13,332 | $777.3K | 0.02% | −909−6.4% | Reduced |
| PDT Partners, LLC | 13,330 | $777.1K | 0.11% | +13,330 | New |
| Baader Bank INC | 13,306 | $774.4K | 0.06% | +106+0.8% | Added |
| Commerce Bank | 12,833 | $748.2K | 0.01% | +1,196+10.3% | Added |
| Resonant Capital Advisors, LLC | 12,671 | $738.7K | 0.08% | +101+0.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,639 | $736.9K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 12,613 | $735.2K | 0.00% | +1,099+9.5% | Added |
| Hilltop Holdings Inc. | 12,405 | $723.2K | 0.10% | +2,703+27.9% | Added |
| Mercer Global Advisors Inc | 12,357 | $720.0K | 0.00% | +4,129+50.2% | Added |
| Public Sector Pension Investment Board | 12,174 | $709.7K | 0.01% | +1,433+13.3% | Added |
| Mutual Advisors, LLC | 12,158 | $708.8K | 0.03% | −393−3.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,043 | $702.0K | 0.01% | −1,333−10.0% | Reduced |
| 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 |
| MetLife Investment Management | 11,971 | $697.9K | 0.01% | +28+0.2% | Added |
| Essex LLC | 12,527 | $694.2K | 0.21% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,797 | $687.8K | 0.00% | +6,850+138.5% | Added |
| SeaCrest Wealth Management, LLC | 11,642 | $678.7K | 0.09% | +11,642 | New |
| Summit Trail Advisors, LLC | 11,615 | $677.2K | 0.03% | −32,143−73.5% | Reduced |
| Teza Capital Management LLC | 11,536 | $672.5K | 0.15% | +11,536 | New |
| Merit Financial Group, LLC | 11,216 | $653.9K | 0.02% | +297+2.7% | Added |
| New York State Teachers Retirement System | 11,101 | $647.0K | 0.00% | +11,101 | New |
| Kovack Advisors, Inc. | 11,095 | $646.8K | 0.09% | −25−0.2% | Reduced |
| Waycross Investment Management Co | 11,091 | $646.6K | 0.65% | −141−1.3% | Reduced |
| Independent Financial Group, LLC | 10,945 | $638.1K | 0.05% | +3,476+46.5% | Added |
| Allspring Global Investments Holdings, LLC | 10,923 | $636.8K | 0.00% | −275−2.5% | Reduced |
| Bennett Selby Investments LP | 10,828 | $631.3K | 0.41% | −997−8.4% | Reduced |
| Venturi Wealth Management, LLC | 10,624 | $619.4K | 0.05% | +1,173+12.4% | Added |
| Aspiriant, LLC | 10,547 | $614.9K | 0.03% | −27−0.3% | Reduced |
| Fishman Jay A Ltd | 10,425 | $607.8K | 0.08% | −1,300−11.1% | Reduced |
| Franklin Resources Inc | 10,423 | $607.7K | 0.00% | −3,067−22.7% | Reduced |
| Private Advisor Group, LLC | 10,352 | $603.5K | 0.01% | +10,352 | New |
| Lido Advisors, LLC | 10,352 | $603.5K | 0.01% | +3,265+46.1% | Added |
| Laird Norton Trust Company, LLC | 10,116 | $589.8K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,022 | $584.3K | 0.00% | −2,255−18.4% | Reduced |
| 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 |
| Blueshift Asset Management, LLC | 9,982 | $582.0K | 0.24% | +9,982 | New |
| Davenport & Co LLC | 9,961 | $580.7K | 0.00% | +163+1.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,872 | $576.0K | 0.03% | +507+5.4% | Added |
| IMA Wealth, Inc. | 9,877 | $575.8K | 0.15% | +433+4.6% | Added |
| Shell Asset Management Co | 9,785 | $570.0K | 0.02% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 9,712 | $566.2K | 0.01% | +9,712 | New |
| U.S. Capital Wealth Advisors, LLC | 9,631 | $561.5K | 0.03% | +602+6.7% | Added |
| DFPG Investments, LLC | 9,581 | $558.6K | 0.06% | −302−3.1% | Reduced |
| International Assets Investment Management, LLC | 9,374 | $546.5K | 0.08% | −3,794−28.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,267 | $540.0K | 0.00% | +871+10.4% | Added |
| Centaurus Financial, Inc. | 9,251 | $539.0K | 0.04% | −65−0.7% | Reduced |
| Wrapmanager Inc | 9,224 | $537.8K | 0.17% | +1,901+26.0% | Added |
| E. Ohman J:or Asset Management AB | 9,200 | $536.4K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 9,053 | $528.0K | 0.02% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 9,000 | $525.0K | 0.01% | −2,100−18.9% | Reduced |
| Mackenzie Financial Corp | 8,963 | $522.5K | 0.00% | −1,927−17.7% | Reduced |
| Ethic Inc. | 8,961 | $522.4K | 0.02% | +2,118+31.0% | Added |
| Cetera Investment Advisers | 8,954 | $522.0K | 0.00% | +63+0.7% | Added |
| Left Brain Wealth Management, LLC | 10,529 | $520.6K | 0.35% | +10,529 | New |
| Parallel Advisors, LLC | 8,925 | $520.3K | 0.02% | −1,456−14.0% | Reduced |
| Insigneo Advisory Services, LLC | 8,835 | $515.1K | 0.16% | +2,854+47.7% | Added |
| Wetherby Asset Management Inc | 8,818 | $514.1K | 0.03% | −412−4.5% | Reduced |
| Redmond Asset Management, LLC | 8,810 | $513.6K | 0.18% | −870−9.0% | Reduced |
| Prudential Financial Inc | 8,425 | $511.1K | 0.00% | −380−4.3% | Reduced |
| Canandaigua National Bank & Trust Co | 8,694 | $507.0K | 0.09% | +8,694 | New |
| Garde Capital, Inc. | 8,671 | $506.0K | 0.06% | −2,269−20.7% | Reduced |
| Wealthfront Advisers LLC | 8,418 | $490.8K | 0.00% | +283+3.5% | Added |
| Copperwynd Financial, LLC | 8,356 | $487.2K | 0.25% | +3,421+69.3% | Added |
| Wedbush Securities Inc | 8,262 | $482.0K | 0.02% | −144−1.7% | Reduced |
| RMR Wealth Builders | 8,172 | $476.4K | 0.09% | 00.0% | Unchanged |
| Manchester Financial Inc | 8,165 | $476.0K | 0.14% | −294−3.5% | Reduced |
| Grove Bank & Trust | 8,147 | $475.0K | 0.10% | +128+1.6% | Added |
| Green Alpha Advisors, LLC | 8,080 | $471.1K | 0.33% | +2,875+55.2% | Added |
| Ergoteles LLC | 8,023 | $467.7K | 0.02% | −63,313−88.8% | Reduced |
| Keebeck Alpha, LP | 8,021 | $467.6K | 0.55% | +8,021 | New |
| Verition Fund Management LLC | 7,930 | $462.3K | 0.01% | −1,186−13.0% | Reduced |
| NewEdge Wealth, LLC | 7,738 | $451.1K | 0.02% | −229−2.9% | Reduced |
| FinTrust Capital Advisors, LLC | 8,079 | $447.7K | 0.11% | 00.0% | Unchanged |
| 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 |
| AE Wealth Management LLC | 7,631 | $444.9K | 0.00% | −18,317−70.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,554 | $440.4K | 0.02% | −365−4.6% | Reduced |
| Jump Financial, LLC | 7,544 | $439.8K | 0.02% | −129,447−94.5% | Reduced |
| Alps Advisors Inc | 7,482 | $436.2K | 0.00% | −8,465−53.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,415 | $432.3K | 0.01% | −118−1.6% | Reduced |
| 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 |
| Schechter Investment Advisors, LLC | 7,354 | $428.7K | 0.04% | +304+4.3% | Added |
| DC Investments Management, LLC | 7,279 | $424.4K | 0.51% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 7,228 | $421.4K | 0.04% | −128−1.7% | Reduced |