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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 3,657 | $213.2K | 0.01% | +3,657 | New |
| Bryn Mawr Trust Co | 3,650 | $213.0K | 0.01% | +3,650 | New |
| Banque Cantonale Vaudoise | 3,593 | $211.0K | 0.01% | −175−4.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,571 | $208.2K | 0.06% | +3,571 | New |
| Palogic Value Management, L.P. | 3,555 | $207.3K | 0.10% | +3,555 | New |
| Camden Capital, LLC | 3,551 | $207.0K | 0.03% | +3,551 | New |
| Tectonic Advisors LLC | 3,544 | $206.6K | 0.03% | −106−2.9% | Reduced |
| Burton Enright Welch | 3,499 | $204.0K | 0.08% | +3,499 | New |
| Boothbay Fund Management, LLC | 3,497 | $203.9K | 0.01% | −937−21.1% | Reduced |
| Synergy Financial Group, LTD | 3,489 | $203.4K | 0.33% | +3,489 | New |
| Focus Financial Network, Inc. | 3,481 | $202.9K | 0.01% | +3,481 | New |
| Kapstone Financial Advisors LLC | 3,593 | $200.1K | 0.18% | +35+1.0% | Added |
| DuPont Capital Management Corp | 3,330 | $194.1K | 0.01% | −13,115−79.8% | Reduced |
| Twin Lakes Capital Management, LLC | 3,303 | $192.6K | 0.14% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,026 | $176.4K | 0.00% | +3,026 | New |
| Knights of Columbus Asset Advisors LLC | 3,021 | $176.1K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,012 | $175.6K | 0.08% | +400+15.3% | Added |
| American International Group, Inc. | 2,939 | $171.3K | 0.00% | −86−2.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,925 | $171.0K | 0.07% | +2,925 | New |
| Machina Capital S.A.S. | 2,900 | $169.1K | 0.15% | +2,900 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,832 | $165.1K | 0.11% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,774 | $161.7K | 0.07% | +792+40.0% | Added |
| Castleview Partners, LLC | 2,520 | $146.9K | 0.13% | +22+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 2,230 | $130.0K | 0.01% | +730+48.7% | Added |
| Ostrum Asset Management | 2,120 | $123.6K | 0.01% | +2,120 | New |
| Ossiam | 2,027 | $118.2K | 0.00% | +159+8.5% | Added |
| Glen Eagle Advisors, LLC | 2,012 | $117.3K | 0.03% | −121−5.7% | Reduced |
| EMC Capital Management | 2,000 | $114.0K | 0.10% | 00.0% | Unchanged |
| CNB Bank | 1,884 | $109.8K | 0.07% | −111−5.6% | Reduced |
| Gleason Group, Inc. | 1,856 | $108.2K | 0.03% | −1−0.1% | Reduced |
| Counterpoint Mutual Funds LLC | 1,840 | $107.3K | 0.09% | +1,840 | New |
| Hollencrest Capital Management | 1,799 | $104.9K | 0.01% | −7,200−80.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,828 | $103.0K | 0.00% | +870+90.8% | Added |
| Baker Avenue Asset Management, LP | 1,734 | $101.1K | 0.01% | +65+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,677 | $97.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,624 | $95.0K | 0.05% | +425+35.4% | Added |
| ICA Group Wealth Management, LLC | 1,471 | $85.8K | 0.02% | −890−37.7% | Reduced |
| Belpointe Asset Management LLC | 1,470 | $85.7K | 0.00% | +43+3.0% | Added |
| Tortoise Investment Management, LLC | 1,312 | $76.5K | 0.01% | +312+31.2% | Added |
| Harbour Investments, Inc. | 1,229 | $71.7K | 0.00% | −13−1.0% | Reduced |
| Umb Bank N A | 1,219 | $71.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,133 | $66.1K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,020 | $59.5K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,010 | $58.9K | 0.01% | −150−12.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,000 | $58.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $58.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,000 | $58.3K | 0.00% | +6+0.6% | Added |
| West Branch Capital LLC | 1,000 | $58.3K | 0.03% | +1,000 | New |
| Caz Investments LP | 1,000 | $58.0K | 0.17% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 981 | $57.2K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 950 | $55.4K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,054 | $53.0K | 0.01% | +1,054 | New |
| Whittier Trust Co | 899 | $52.4K | 0.00% | −17−1.9% | Reduced |
| Gables Capital Management Inc. | 875 | $51.0K | 0.04% | −427−32.8% | Reduced |
| Harvest Fund Management Co., Ltd | 875 | $51.0K | 0.01% | −2,689−75.4% | Reduced |
| Montag A & Associates Inc | 850 | $49.6K | 0.00% | −7−0.8% | Reduced |
| Gradient Investments LLC | 843 | $49.1K | 0.00% | −33−3.8% | Reduced |
| IFP Advisors, Inc | 913 | $46.1K | 0.00% | −1,525−62.6% | Reduced |
| Rise Advisors, LLC | 768 | $44.8K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 789 | $44.6K | 0.01% | +789 | New |
| Washington Trust Co | 760 | $44.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 737 | $43.0K | 0.02% | +361+96.0% | Added |
| Ancora Advisors, LLC | 731 | $42.6K | 0.00% | +128+21.2% | Added |
| Beacon Capital Management, LLC | 721 | $42.0K | 0.01% | +96+15.4% | Added |
| Quadrant Capital Group LLC | 718 | $41.9K | 0.00% | −202−22.0% | Reduced |
| Rosenberg Matthew Hamilton | 715 | $41.7K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 684 | $40.8K | 0.00% | −32,280−97.9% | Reduced |
| Lindbrook Capital, LLC | 667 | $38.9K | 0.00% | −60−8.3% | Reduced |
| Ellevest, Inc. | 632 | $36.8K | 0.00% | −64−9.2% | Reduced |
| Performa Ltd (US), LLC | 625 | $36.4K | 0.02% | −725−53.7% | Reduced |
| First Manhattan Co | 625 | $36.4K | 0.00% | −25−3.8% | Reduced |
| Horizon Investments, LLC | 613 | $35.7K | 0.00% | +613 | New |
| C M Bidwell & Associates Ltd | 600 | $35.0K | 0.03% | +600 | New |
| Private Trust Co NA | 584 | $34.0K | 0.00% | +484+484.0% | Added |
| Versant Capital Management, Inc | 583 | $34.0K | 0.01% | +391+203.6% | Added |
| City Holding Co | 568 | $33.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 566 | $33.0K | 0.01% | +295+108.9% | Added |
| Global Retirement Partners, LLC | 672 | $31.9K | 0.00% | +401+148.0% | Added |
| Manchester Capital Management LLC | 544 | $31.7K | 0.00% | −1,862−77.4% | Reduced |
| Parkside Financial Bank & Trust | 541 | $31.5K | 0.01% | +7+1.3% | Added |
| Ci Investments Inc. | 523 | $30.0K | 0.00% | −33−5.9% | Reduced |
| Desjardins Global Asset Management Inc. | 512 | $30.0K | 0.00% | −51−9.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 489 | $29.0K | 0.00% | −154−24.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 463 | $27.0K | 0.01% | +463 | New |
| Huntington National Bank | 417 | $24.3K | 0.00% | −34−7.5% | Reduced |
| KB Financial Partners, LLC | 414 | $24.0K | 0.01% | +414 | New |
| Edge Capital Group, LLC | 408 | $23.8K | 0.00% | −97−19.2% | Reduced |
| North Star Investment Management Corp. | 406 | $23.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 396 | $23.1K | 0.00% | +56+16.5% | Added |
| Pin Oak Investment Advisors Inc | 369 | $22.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 372 | $21.7K | 0.00% | −20−5.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 350 | $20.4K | 0.01% | +350 | New |
| Bessemer Group Inc | 335 | $19.0K | 0.00% | +335 | New |
| CVA Family Office, LLC | 325 | $18.9K | 0.00% | −25−7.1% | Reduced |
| TCI Wealth Advisors, Inc. | 315 | $18.4K | 0.00% | −97−23.5% | Reduced |
| Cambridge Trust Co | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 300 | $17.5K | 0.01% | +300 | New |
| VitalStone Financial, LLC | 95 | $17.0K | 0.02% | +60+171.4% | Added |
| Quent Capital, LLC | 290 | $16.9K | 0.00% | −1,686−85.3% | Reduced |