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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 7,185 | $418.9K | 0.01% | −836−10.4% | Reduced |
| Captrust Financial Advisors | 7,175 | $418.3K | 0.00% | +2,193+44.0% | Added |
| 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 |
| Malaga Cove Capital, LLC | 7,009 | $408.6K | 0.20% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 6,966 | $406.1K | 0.09% | +6,966 | New |
| CIBC Asset Management Inc | 6,840 | $398.8K | 0.00% | +88+1.3% | Added |
| Foundations Investment Advisors, LLC | 6,838 | $398.7K | 0.01% | +6,838 | New |
| 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 |
| Kestra Private Wealth Services, LLC | 6,673 | $389.0K | 0.02% | +209+3.2% | Added |
| XTX Topco Ltd | 6,670 | $388.9K | 0.08% | +6,670 | New |
| Comprehensive Financial Management LLC | 6,593 | $384.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,502 | $379.1K | 0.01% | +1,578+32.0% | Added |
| Vident Investment Advisory, LLC | 6,460 | $376.6K | 0.01% | −1,193−15.6% | Reduced |
| Prudential PLC | 6,255 | $364.7K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,251 | $364.4K | 0.06% | −410−6.2% | Reduced |
| Marex Group plc | 6,189 | $360.8K | 0.05% | −3,211−34.2% | Reduced |
| Wolverine Trading, LLC | 6,371 | $360.0K | 0.01% | −396,201−98.4% | Reduced |
| Bristlecone Advisors, LLC | 6,150 | $358.5K | 0.04% | −742−10.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,121 | $356.9K | 0.01% | +6,121 | New |
| Truvestments Capital LLC | 6,065 | $353.6K | 0.19% | +700+13.0% | Added |
| Prospera Financial Services Inc | 6,058 | $353.1K | 0.01% | −1,185−16.4% | Reduced |
| Vinva Investment Management Ltd | 6,239 | $352.8K | 0.03% | +6,239 | New |
| Beacon Pointe Advisors, LLC | 6,040 | $352.1K | 0.01% | −457−7.0% | Reduced |
| Compass Financial Advisors LLC | 5,824 | $339.5K | 0.43% | −41−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,822 | $339.4K | 0.07% | +149+2.6% | Added |
| Carmel Capital Partners, LLC | 5,820 | $339.3K | 0.20% | +288+5.2% | Added |
| Western Wealth Management, LLC | 5,797 | $338.0K | 0.03% | −50−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 5,770 | $336.4K | 0.03% | +23+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 5,663 | $330.2K | 0.02% | +426+8.1% | Added |
| Arden Trust Co | 5,601 | $327.0K | 0.06% | +1,248+28.7% | Added |
| Newbridge Financial Services Group, Inc. | 5,558 | $324.0K | 0.17% | −653−10.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,505 | $321.0K | 0.01% | +4,157+308.4% | Added |
| Apollon Wealth Management, LLC | 5,416 | $315.8K | 0.02% | +124+2.3% | Added |
| Americana Partners, LLC | 5,381 | $313.7K | 0.05% | −57−1.0% | Reduced |
| Silvant Capital Management LLC | 5,377 | $313.5K | 0.02% | −68−1.2% | Reduced |
| Gsa Capital Partners LLP | 5,344 | $312.0K | 0.03% | −20,825−79.6% | Reduced |
| Inspire Advisors, LLC | 5,336 | $311.1K | 0.07% | +1,005+23.2% | Added |
| Rehmann Capital Advisory Group | 5,255 | $306.4K | 0.03% | +815+18.4% | Added |
| Echo Street Capital Management LLC | 5,236 | $305.3K | 0.00% | −3,002−36.4% | Reduced |
| Unio Capital LLC | 5,210 | $303.7K | 0.16% | 00.0% | Unchanged |
| 1776 Wealth LLC | 5,199 | $303.1K | 0.18% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 5,165 | $301.1K | 0.06% | +250+5.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,153 | $300.4K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,130 | $299.1K | 0.04% | −466−8.3% | Reduced |
| Natixis | 5,121 | $298.6K | 0.00% | −262,324−98.1% | Reduced |
| Brown Advisory Inc | 5,084 | $296.4K | 0.00% | +5,084 | New |
| Brown Miller Wealth Management, LLC | 5,026 | $293.0K | 0.17% | −207−4.0% | Reduced |
| Stansberry Asset Management, LLC | 5,020 | $292.7K | 0.06% | +200+4.1% | Added |
| Legal Advantage Investments, Inc. | 5,015 | $292.4K | 0.21% | +1,000+24.9% | Added |
| Two Sigma Securities, LLC | 4,918 | $286.7K | 0.02% | −74,635−93.8% | Reduced |
| Wallace Advisory Group, LLC | 4,872 | $284.0K | 0.22% | +4,872 | New |
| Kula Investments, LLC | 4,805 | $280.1K | 0.07% | +4,805 | New |
| Veriti Management LLC | 4,784 | $278.9K | 0.03% | +467+10.8% | Added |
| Financial Partners Group, Inc | 4,756 | $277.3K | 0.06% | −55−1.1% | Reduced |
| Vestcor Inc | 4,741 | $276.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,726 | $275.5K | 0.02% | −182−3.7% | Reduced |
| Keybank National Association | 4,717 | $275.0K | 0.00% | −4,766−50.3% | Reduced |
| GWM Advisors LLC | 4,709 | $274.6K | 0.00% | −1,447−23.5% | Reduced |
| Pzena Investment Management LLC | 4,697 | $273.8K | 0.00% | +4,697 | New |
| Schonfeld Strategic Advisors LLC | 4,668 | $272.1K | 0.00% | −99,110−95.5% | Reduced |
| Ridgewood Investments LLC | 4,640 | $270.5K | 0.17% | +470+11.3% | Added |
| IHT Wealth Management, LLC | 4,638 | $270.4K | 0.02% | −90−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,634 | $270.0K | 0.01% | +461+11.0% | Added |
| EverSource Wealth Advisors, LLC | 4,630 | $269.9K | 0.03% | +783+20.4% | Added |
| Qsemble Capital Management, LP | 4,600 | $268.2K | 0.18% | +4,600 | New |
| Spire Wealth Management | 4,545 | $265.0K | 0.01% | +1,708+60.2% | Added |
| LaFleur & Godfrey LLC | 4,519 | $263.5K | 0.04% | −1,090−19.4% | Reduced |
| Sigma Planning Corp | 4,508 | $262.8K | 0.01% | +4,508 | New |
| Griffin Asset Management, Inc. | 4,450 | $259.4K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,406 | $256.9K | 0.01% | −1,697−27.8% | Reduced |
| Northeast Financial Consultants Inc | 4,390 | $255.9K | 0.02% | +4,390 | New |
| Impax Asset Management Group plc | 4,334 | $252.7K | 0.00% | +139+3.3% | Added |
| Qtron Investments LLC | 4,298 | $250.6K | 0.05% | +4,298 | New |
| Purus Wealth Management, LLC | 4,297 | $250.5K | 0.20% | −234−5.2% | Reduced |
| Boston Private Wealth LLC | 4,253 | $248.0K | 0.00% | −476−10.1% | Reduced |
| J.W. Cole Advisors, Inc. | 4,251 | $247.8K | 0.02% | +4,251 | New |
| Silverhawk Asset Management, LLC | 4,240 | $247.2K | 0.20% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 4,211 | $245.5K | 0.17% | 00.0% | Unchanged |
| AM Squared Ltd | 4,200 | $244.9K | 0.19% | +1,400+50.0% | Added |
| Siemens Fonds Invest GmbH | 4,153 | $242.1K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,148 | $242.0K | 0.01% | −288−6.5% | Reduced |
| Signaturefd, LLC | 4,103 | $239.2K | 0.01% | −824−16.7% | Reduced |
| Sciencast Management LP | 4,939 | $239.1K | 0.32% | +4,939 | New |
| Granite Bay Wealth Management, LLC | 4,100 | $239.0K | 0.17% | +18+0.4% | Added |
| Valeo Financial Advisors, LLC | 4,040 | $235.5K | 0.01% | −59−1.4% | Reduced |
| Modus Advisors, LLC | 4,013 | $234.0K | 0.11% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,987 | $232.4K | 0.03% | −33,244−89.3% | Reduced |
| Clear Creek Financial Management, LLC | 3,984 | $232.3K | 0.04% | −140−3.4% | Reduced |
| New York Life Investment Management LLC | 3,956 | $230.6K | 0.00% | −28,981−88.0% | Reduced |
| Central Trust Co | 3,925 | $228.8K | 0.01% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,898 | $227.3K | 0.21% | 00.0% | Unchanged |
| Lincoln National Corp | 3,893 | $227.0K | 0.00% | +3,893 | New |
| Hudock, Inc. | 3,863 | $225.2K | 0.06% | −371−8.8% | Reduced |
| Graypoint LLC | 3,857 | $224.9K | 0.02% | +3,857 | New |
| DMG Group, LLC | 3,778 | $219.4K | 0.22% | +3,778 | New |
| IVC Wealth Advisors LLC | 3,753 | $218.8K | 0.16% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 3,750 | $218.6K | 0.00% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,714 | $216.5K | 0.08% | +3,714 | New |