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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.

Q2 2023 vs. Q1 2023

How the institutions holding DocuSign, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of DOCU: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders7283712−13
Shares156.1M7.78K159.2M+3.14M (+2.0%)
Value$9.15B$454.1K$8.15B−$1.00B (−11.0%)

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held DocuSign, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to DOCU in Q2 2023
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd1,472,354$75.2M0.29%
Twinbeech Capital LP436,628$22.3M0.44%
Thrivent Financial for Lutherans212,928$10.9M0.02%
Marshall Wace, LLP208,555$10.7M0.02%
Aquatic Capital Management LLC140,000$7.15M0.39%
GTS Securities LLC89,186$4.56M0.14%
Selective Wealth Management, Inc.87,464$4.47M2.23%
Bridgewater Associates, LP83,477$4.26M0.03%
Bayesian Capital Management, LP76,063$3.89M0.42%
Westerly Capital Management, LLC60,000$3.07M1.98%
Pearl River Capital, LLC43,928$2.24M0.36%
Arrowstreet Capital, Limited Partnership40,108$2.05M0.00%
Meeder Asset Management Inc36,449$1.86M0.14%
EA Series Trust36,140$1.85M0.06%
Connectus Wealth, LLC33,560$1.71M0.04%
Portside Wealth Group, LLC30,748$1.57M0.29%
Point72 Middle East FZE29,538$1.51M0.08%
Westwood Holdings Group Inc.28,131$1.44M0.01%
Campbell & CO Investment Adviser LLC22,656$1.16M0.21%
Cipher Capital LP19,007$971.1K0.17%
Greatmark Investment Partners, Inc.17,500$894.1K0.15%
Centiva Capital, LP17,233$880.4K0.04%
Frontier Capital Management Co LLC16,458$840.8K0.01%
Oak Thistle LLC15,821$808.3K0.43%
Alpha DNA Investment Management LLC15,073$770.1K0.44%
Sherbrooke Park Advisers LLC13,827$706.4K0.37%
Versor Investments LP13,307$679.9K0.12%
State of Alaska, Department of Revenue11,390$581.0K0.01%
Virtu Financial LLC10,874$556.0K0.04%
Mach-1 Financial Group, Inc.10,441$533.4K0.21%
Beck Capital Management, LLC9,135$466.7K0.18%
Petrus Trust Company, LTA8,381$428.2K0.05%
O'Shaughnessy Asset Management, LLC7,133$364.4K0.01%
Berylson Capital Partners, LLC6,900$352.5K1.00%
Perpetual Ltd6,312$322.5K0.00%
Kingswood Wealth Advisors, LLC6,120$312.7K0.10%
Meridian Wealth Management, LLC6,062$309.7K0.03%
Symmetry Peak Management LLC6,000$306.5K0.65%
Loomis Sayles & Co L P5,925$303.0K0.00%
Corton Capital Inc.5,897$301.3K0.14%
Donoghue Forlines LLC5,609$286.6K0.09%
Quantamental Technologies LLC5,570$284.6K0.12%
IPG Investment Advisors LLC5,395$275.6K0.06%
Cynosure Management, LLC5,391$275.4K0.08%
Trellus Management Company, LLC5,000$255.4K0.39%
Canvas Wealth Advisors, LLC4,524$234.4K0.09%
Garden State Investment Advisory Services LLC4,532$231.5K0.10%
Wallace Capital Management Inc.4,000$204.4K0.03%
Compagnie Lombard Odier SCmA1,800$92.0K0.00%
Pacer Advisors, Inc.1,574$80.4K0.00%
Osterweis Capital Management Inc1,500$76.6K0.01%
UniSuper Management Pty Ltd1,400$71.5K0.00%
V-Square Quantitative Management LLC1,250$63.9K0.05%
First Pacific Financial1,092$55.8K0.02%
Coppell Advisory Solutions LLC919$47.1K0.01%
ORG Partners LLC888$45.2K0.01%
Nemes Rush Group LLC848$43.3K0.01%
Tyler-Stone Wealth Management705$36.0K0.02%
FNY Investment Advisers, LLC500$25.0K0.03%
Clear Street Markets LLC300$15.0K0.01%
Tfo-TDC, LLC209$10.7K0.00%
Silicon Valley Capital Partners204$10.4K0.00%
Colonial Trust Advisors150$7.66K0.00%
West Tower Group, LLC131$6.69K0.00%
Cornerstone Planning Group LLC127$6.49K0.00%
VisionPoint Advisory Group, LLC99$5.06K0.00%
Safeguard Financial, LLC100$5.00K0.00%
Mendota Financial Group, LLC95$4.85K0.01%
First Capital Advisors Group, LLC.87$4.45K0.00%
Bartlett & Co. LLC52$3.00K0.00%
Bartlett & Co. Wealth Management LLC52$2.66K0.00%
Northwest Capital Management Inc29$1.48K0.00%
CGC Financial Services, LLC21$1.07K0.00%
TD Ameritrade Investment Management, LLC22$1.00K0.00%
Retirement Group, LLC19$9710.00%
Solstein Capital, LLC18$9200.00%
Maryland Capital Advisors Inc.10$5110.00%
Glass Jacobson Investment Advisors llc7$3580.00%
Sandy Spring Bank5$2560.00%
St Germain D J Co Inc2$1020.00%
Sofos Investments, Inc.51$960.00%
O'Dell Group, LLC1$520.00%
Fiduciary Alliance LLC1$510.00%

Sold out (96)

Institutions that held DocuSign, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of DOCU in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Optimus Prime Fund Management Co., Ltd.445,600$26.0M
Scout Investments, Inc.335,496$19.6M
KCL Capital, L.P.225,000$13.1M
Twin Tree Management, LP199,202$11.6M
Susquehanna Fundamental Investments, LLC160,354$9.35M
Tudor Investment Corp Et Al125,820$7.33M
Zacks Investment Management114,039$6.65M
Stanley-Laman Group, Ltd.73,955$4.31M
Pinpoint Asset Management Ltd54,354$3.17M
Landscape Capital Management, L.L.C.53,112$3.10M
Morgens Waterfall Vintiadis & Co Inc49,900$2.91M
Candriam Luxembourg S.C.A.53,187$2.85M
Mizuho Markets Cayman LP43,131$2.51M
PGGM Investments42,806$2.50M
Seven Eight Capital, LP28,794$1.68M
HRT Financial LP23,336$1.36M
Bank of Nova Scotia21,981$1.28M
Financial Consulate, Inc15,882$925.9K
XXEC, Inc.14,775$861.4K
World Equity Group, Inc.48,792$860.7K
PEAK6 Investments LLC14,636$853.3K
Axq Capital, LP14,257$831.2K
Friedenthal Financial12,029$701.0K
Fishman Jay A Ltd10,425$607.8K
Monetta Financial Services Inc10,000$583.0K
China Universal Asset Management Co., Ltd.10,000$583.0K
Mackenzie Financial Corp8,963$522.5K
CIBC World Markets Inc.7,652$446.0K
Foundations Investment Advisors, LLC6,838$398.7K
Compass Financial Advisors LLC5,824$339.5K
Arden Trust Co5,601$327.0K
Capital Investment Advisory Services, LLC5,130$299.1K
Brown Advisory Inc5,084$296.4K
Stansberry Asset Management, LLC5,020$292.7K
Two Sigma Securities, LLC4,918$286.7K
Veriti Management LLC4,784$278.9K
Keybank National Association4,717$275.0K
Pzena Investment Management LLC4,697$273.8K
Schonfeld Strategic Advisors LLC4,668$272.1K
Qsemble Capital Management, LP4,600$268.2K
Northeast Financial Consultants Inc4,390$255.9K
Qtron Investments LLC4,298$250.6K
Boston Private Wealth LLC4,253$248.0K
J.W. Cole Advisors, Inc.4,251$247.8K
AM Squared Ltd4,200$244.9K
Sciencast Management LP4,939$239.1K
Granite Bay Wealth Management, LLC4,100$239.0K
Modus Advisors, LLC4,013$234.0K
Y-Intercept (Hong Kong) Ltd3,987$232.4K
Clear Creek Financial Management, LLC3,984$232.3K
Clarus Group, Inc.3,898$227.3K
Lincoln National Corp3,893$227.0K
Hudock, Inc.3,863$225.2K
Graypoint LLC3,857$224.9K
DMG Group, LLC3,778$219.4K
IVC Wealth Advisors LLC3,753$218.8K
Cantor Fitzgerald, L. P.3,750$218.6K
Metis Global Partners, LLC3,657$213.2K
Bryn Mawr Trust Co3,650$213.0K
Mitchell McLeod Pugh & Williams Inc3,571$208.2K
Palogic Value Management, L.P.3,555$207.3K
Camden Capital, LLC3,551$207.0K
Tectonic Advisors LLC3,544$206.6K
Burton Enright Welch3,499$204.0K
Synergy Financial Group, LTD3,489$203.4K
Focus Financial Network, Inc.3,481$202.9K
Kapstone Financial Advisors LLC3,593$200.1K
Point72 Asset Management, L.P.3,026$176.4K
Machina Capital S.A.S.2,900$169.1K
Belpointe Asset Management LLC1,470$85.7K
Anchor Investment Management, LLC1,000$58.3K
West Branch Capital LLC1,000$58.3K
Harvest Fund Management Co., Ltd875$51.0K
Ellevest, Inc.632$36.8K
First Manhattan Co625$36.4K
City Holding Co568$33.1K
Edge Capital Group, LLC408$23.8K
TCI Wealth Advisors, Inc.315$18.4K
Activest Wealth Management229$12.9K
Crewe Advisors LLC199$11.6K
Jones Financial Companies LLLP129$7.52K
Archer Investment Corp110$6.41K
HighMark Wealth Management LLC74$4.31K
BBJS Financial Advisors, LLC66$3.87K
National Pension Service53$3.00K
Costello Asset Management, INC50$2.92K
Atticus Wealth Management, LLC43$2.51K
SOA Wealth Advisors, LLC.36$2.10K
Coston, McIsaac & Partners45$2.00K
Byrne Asset Management LLC19$1.00K
Central Bank & Trust Co17$990
Oliver Lagore Vanvalin Investment Group15$875
Koesten, Hirschmann & Crabtree, INC.15$875
Schubert & Co5$292
Moisand Fitzgerald Tamayo, LLC3$175
McClarren Financial Advisors, Inc.2$0

Not filed for Q2 2023 yet (3)

Institutions that held DocuSign, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Kula Investments, LLC4,805$280.1K
Householder Group Estate & Retirement Specialist, LLC2,925$171.0K
Baldrige Asset Management LLC45$3.00K