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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 290 | $16.9K | 0.00% | −50−14.7% | Reduced |
| SRS Capital Advisors, Inc. | 288 | $16.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 254 | $14.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 245 | $14.3K | 0.00% | +7+2.9% | Added |
| PSI Advisors, LLC | 239 | $13.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $13.7K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 226 | $13.2K | 0.01% | −30−11.7% | Reduced |
| Activest Wealth Management | 229 | $12.9K | 0.01% | +229 | New |
| WealthPLAN Partners, LLC | 219 | $12.8K | 0.00% | +219 | New |
| Cedar Wealth Management, LLC | 214 | $12.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 210 | $12.2K | 0.00% | +70+50.0% | Added |
| Rocky Mountain Advisers, LLC | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 204 | $12.0K | 0.01% | −3−1.4% | Reduced |
| HM Payson & Co | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $11.7K | 0.00% | +200 | New |
| Crewe Advisors LLC | 199 | $11.6K | 0.00% | −18−8.3% | Reduced |
| Tradewinds Capital Management, LLC | 190 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 190 | $11.1K | 0.00% | +190 | New |
| Front Row Advisors LLC | 184 | $11.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $10.6K | 0.01% | −4,013−95.7% | Reduced |
| Toth Financial Advisory Corp | 180 | $10.5K | 0.00% | +80+80.0% | Added |
| Proequities, Inc. | 179 | $10.4K | 0.00% | +25+16.2% | Added |
| BDO Wealth Advisors, LLC | 173 | $10.1K | 0.00% | +15+9.5% | Added |
| Simplex Trading, LLC | 177 | $10.0K | 0.00% | −36,732−99.5% | Reduced |
| Glassman Wealth Services | 170 | $9.91K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 159 | $9.27K | 0.00% | −33−17.2% | Reduced |
| NewSquare Capital LLC | 158 | $9.21K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 158 | $9.21K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 162 | $9.16K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 160 | $9.00K | 0.00% | −50−23.8% | Reduced |
| Strengthening Families & Communities, LLC | 146 | $9.00K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 150 | $8.74K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 145 | $8.45K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 145 | $8.15K | 0.00% | +100+222.2% | Added |
| Column Capital Advisors, LLC | 139 | $8.10K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 129 | $8.00K | 0.00% | +129 | New |
| Stonebridge Capital Advisors LLC | 132 | $7.70K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 129 | $7.52K | 0.00% | +111+616.7% | Added |
| Antonetti Capital Management LLC | 128 | $7.46K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 127 | $7.40K | 0.00% | +87+217.5% | Added |
| Benjamin Edwards Inc | 113 | $7.00K | 0.00% | −241−68.1% | Reduced |
| Tradition Wealth Management, LLC | 117 | $7.00K | 0.00% | +5+4.5% | Added |
| Salem Investment Counselors Inc | 119 | $6.94K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 115 | $6.71K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 114 | $6.65K | 0.00% | +102+850.0% | Added |
| Cullen/Frost Bankers, Inc. | 112 | $6.53K | 0.00% | +31+38.3% | Added |
| Archer Investment Corp | 110 | $6.41K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 105 | $6.12K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $5.83K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $5.83K | 0.00% | +100 | New |
| Nordwand Advisors, LLC | 100 | $5.83K | 0.00% | +100 | New |
| McIlrath & Eck, LLC | 99 | $5.77K | 0.00% | −22−18.2% | Reduced |
| Aspire Private Capital, LLC | 96 | $5.60K | 0.00% | +4+4.3% | Added |
| Earnest Partners LLC | 95 | $5.54K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 95 | $5.54K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 95 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $5.42K | 0.00% | −19−17.0% | Reduced |
| Asset Dedication, LLC | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 81 | $4.72K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 76 | $4.43K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 74 | $4.31K | 0.00% | −6−7.5% | Reduced |
| HighMark Wealth Management LLC | 74 | $4.31K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 74 | $4.31K | 0.00% | +74 | New |
| ZRC Wealth Management, LLC | 72 | $4.20K | 0.00% | +72 | New |
| Westside Investment Management, Inc. | 69 | $4.02K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 66 | $3.87K | 0.00% | −11,096−99.4% | Reduced |
| Brown Brothers Harriman & Co | 63 | $3.67K | 0.00% | +63 | New |
| True Wealth Design, LLC | 61 | $3.56K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 61 | $3.56K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 60 | $3.50K | 0.00% | +35+140.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.09K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 45 | $3.00K | 0.00% | +45 | New |
| National Pension Service | 53 | $3.00K | 0.00% | −15,430−99.7% | Reduced |
| Armstrong Advisory Group, Inc | 51 | $2.97K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 47 | $2.74K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 43 | $2.51K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 42 | $2.45K | 0.00% | −160−79.2% | Reduced |
| Massmutual Trust Co FSB | 40 | $2.33K | 0.00% | −40−50.0% | Reduced |
| Financial Freedom, LLC | 37 | $2.16K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 35 | $2.04K | 0.00% | +35 | New |
| Psagot Value Holdings Ltd. / (Israel) | 31 | $2.00K | 0.00% | −224−87.8% | Reduced |
| AlphaMark Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 45 | $2.00K | 0.00% | +45 | New |
| Kistler-Tiffany Companies, LLC | 34 | $1.98K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 30 | $1.75K | 0.00% | −20−40.0% | Reduced |
| Creative Financial Designs Inc | 27 | $1.57K | 0.00% | +27 | New |
| Piershale Financial Group, Inc. | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 22 | $1.28K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 22 | $1.28K | 0.00% | +22 | New |
| BerganKDV Wealth Management, LLC | 21 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $1.17K | 0.00% | +4+25.0% | Added |
| PayPay Securities Corp | 19 | $1.11K | 0.07% | −8−29.6% | Reduced |