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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.

13F holders, Q2 2023

Institutional positions in DocuSign, Inc. as of Jun 30, 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
712
−13 vs. Q1 2023
Shares held
159.2M
+3.14M (+2.0%) vs. Q1 2023
Total value
$8.15B
−$1.00B (−11.0%) vs. Q1 2023
New holders
83
219 more added
Sold out
96
276 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 712 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ2 2023: $8.15B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2023.

Institutions holding DOCU in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Foster Dykema Cabot & Co Inc5$00.00%00.0%Unchanged
HBC Financial Services, PLLC10$00.00%00.0%Unchanged
Aspire Private Capital, LLC1$510.00%−95−99.0%Reduced
Gordian Capital Singapore Pte Ltd1$510.00%00.0%Unchanged
Fiduciary Alliance LLC1$510.00%+1New
True Wealth Design, LLC1$520.00%−60−98.4%Reduced
Evermay Wealth Management LLC1$520.00%00.0%Unchanged
O'Dell Group, LLC1$520.00%+1New
Sofos Investments, Inc.51$960.00%+51New
St Germain D J Co Inc2$1020.00%+2New
Disciplined Investments, LLC3$1530.00%00.0%Unchanged
Horan Securities, Inc.4$2190.00%00.0%Unchanged
AllSquare Wealth Management LLC4$2240.00%00.0%Unchanged
Coastal Capital Group, Inc.5$2550.00%00.0%Unchanged
Sandy Spring Bank5$2560.00%+5New
Private Ocean, LLC7$3580.00%00.0%Unchanged
Key Financial Inc7$3580.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc7$3580.00%+7New
SJS Investment Consulting Inc.8$4100.00%+2+33.3%Added
Focused Wealth Management, Inc10$5110.00%00.0%Unchanged
MB, Levis & Associates, LLC10$5110.00%00.0%Unchanged
Maryland Capital Advisors Inc.10$5110.00%+10New
25 LLC10$5400.00%00.0%Unchanged
Pittenger & Anderson Inc11$5620.00%00.0%Unchanged
PayPay Securities Corp12$6130.04%−7−36.8%Reduced
Zions Bancorporation, N.A.12$6130.00%−5−29.4%Reduced
Nalls Sherbakoff Group, LLC12$6770.00%00.0%Unchanged
Rosenberg Matthew Hamilton15$7660.00%−700−97.9%Reduced
JJJ Advisors Inc.18$9200.00%00.0%Unchanged
JFS Wealth Advisors, LLC18$9200.00%+8+80.0%Added
Solstein Capital, LLC18$9200.00%+18New
Retirement Group, LLC19$9710.00%+19New
ClariVest Asset Management LLC11$1.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.11$1.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC22$1.00K0.00%+22New
Raffa Wealth Management, LLC20$1.02K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC20$1.02K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC21$1.07K0.00%00.0%Unchanged
CGC Financial Services, LLC21$1.07K0.00%+21New
GHP Investment Advisors, Inc.22$1.08K0.00%00.0%Unchanged
Fifth Third Bancorp22$1.12K0.00%−92−80.7%Reduced
Sutton Wealth Advisors Inc.22$1.12K0.00%00.0%Unchanged
Piershale Financial Group, Inc.25$1.28K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.25$1.28K0.00%00.0%Unchanged
Creative Financial Designs Inc27$1.38K0.00%00.0%Unchanged
Northwest Capital Management Inc29$1.48K0.00%+29New
Lee Financial Co30$1.53K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.31$1.58K0.00%−81−72.3%Reduced
Kistler-Tiffany Companies, LLC34$1.74K0.00%00.0%Unchanged
Studio Investment Management LLC35$1.79K0.00%00.0%Unchanged
Financial Freedom, LLC37$1.89K0.00%00.0%Unchanged
VitalStone Financial, LLC40$2.00K0.00%−55−57.9%Reduced
AlphaMark Advisors, LLC36$2.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC34$2.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)45$2.00K0.00%+14+45.2%Added
Oakworth Capital, Inc.40$2.04K0.00%−87−68.5%Reduced
St. Johns Investment Management Company, LLC47$2.40K0.00%00.0%Unchanged
Massmutual Trust Co FSB48$2.45K0.00%+8+20.0%Added
Laurel Wealth Advisors LLC50$2.56K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc51$2.61K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC52$2.66K0.00%+52New
First Horizon Advisors, Inc.53$2.71K0.00%+11+26.2%Added
Financial Synergies Wealth Advisors, Inc.53$2.71K0.00%00.0%Unchanged
Benjamin Edwards Inc64$3.00K0.00%−49−43.4%Reduced
Bartlett & Co. LLC52$3.00K0.00%+52New
Johnson Midwest Financial, LLC61$3.12K0.00%00.0%Unchanged
Core Alternative Capital61$3.12K0.00%+1+1.7%Added
Bell Investment Advisors, Inc66$3.37K0.00%−27−29.0%Reduced
Westside Investment Management, Inc.69$3.52K0.00%00.0%Unchanged
ZRC Wealth Management, LLC72$3.68K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC74$3.78K0.00%00.0%Unchanged
Concord Wealth Partners74$3.78K0.00%00.0%Unchanged
McIlrath & Eck, LLC75$3.83K0.00%−24−24.2%Reduced
Asset Dedication, LLC79$4.00K0.00%00.0%Unchanged
RFP Financial Group LLC81$4.14K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.87$4.45K0.00%+87New
American National Bank88$4.50K0.00%−49,311−99.8%Reduced
Tucker Asset Management LLC90$4.60K0.00%−10−10.0%Reduced
Earnest Partners LLC95$4.85K0.00%00.0%Unchanged
Global Wealth Strategies & Associates95$4.85K0.00%00.0%Unchanged
Mendota Financial Group, LLC95$4.85K0.01%+95New
Safeguard Financial, LLC100$5.00K0.00%+100New
VisionPoint Advisory Group, LLC99$5.06K0.00%+99New
Buck Wealth Strategies, LLC100$5.11K0.00%−200−66.7%Reduced
Toth Financial Advisory Corp100$5.11K0.00%−80−44.4%Reduced
Addison Advisors LLC100$5.11K0.00%00.0%Unchanged
Nordwand Advisors, LLC100$5.11K0.00%00.0%Unchanged
PFS Partners, LLC105$5.37K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC115$5.88K0.00%00.0%Unchanged
Front Row Advisors LLC115$6.00K0.00%−69−37.5%Reduced
Cornerstone Planning Group LLC127$6.49K0.00%+127New
Antonetti Capital Management LLC128$6.54K0.01%00.0%Unchanged
West Tower Group, LLC131$6.69K0.00%+131New
Strengthening Families & Communities, LLC142$7.00K0.00%−4−2.7%Reduced
Financial Management Professionals, Inc.129$7.00K0.00%00.0%Unchanged
Ashburton (Jersey) Ltd133$7.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC141$7.00K0.00%+24+20.5%Added
Column Capital Advisors, LLC139$7.10K0.00%00.0%Unchanged
IAG Wealth Partners, LLC140$7.15K0.00%−70−33.3%Reduced
Pacifica Partners Inc.145$7.38K0.00%00.0%Unchanged