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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 145 | $7.41K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 148 | $7.56K | 0.00% | −11−6.9% | Reduced |
| Clearstead Advisors, LLC | 150 | $7.66K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $7.66K | 0.00% | +150 | New |
| TSFG, LLC | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 158 | $8.07K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 158 | $8.07K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 158 | $8.07K | 0.00% | −15−8.7% | Reduced |
| Colonial Trust Co | 162 | $8.30K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 165 | $8.43K | 0.00% | −5−2.9% | Reduced |
| WealthPLAN Partners, LLC | 168 | $8.58K | 0.00% | −51−23.3% | Reduced |
| Stonebridge Capital Advisors LLC | 175 | $8.94K | 0.00% | +43+32.6% | Added |
| Proequities, Inc. | 179 | $9.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 179 | $9.15K | 0.00% | −109−37.8% | Reduced |
| GoalVest Advisory LLC | 181 | $9.25K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 190 | $9.71K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 193 | $9.86K | 0.00% | +74+62.2% | Added |
| Montag A & Associates Inc | 200 | $10.2K | 0.00% | −650−76.5% | Reduced |
| HM Payson & Co | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $10.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 204 | $10.4K | 0.00% | +204 | New |
| Tfo-TDC, LLC | 209 | $10.7K | 0.00% | +209 | New |
| Cedar Wealth Management, LLC | 214 | $10.9K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 223 | $11.4K | 0.01% | −3−1.3% | Reduced |
| Strategic Investment Solutions, Inc. | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 225 | $11.5K | 0.00% | +149+196.1% | Added |
| Rocky Mountain Advisers, LLC | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 239 | $12.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $12.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 254 | $13.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 267 | $13.6K | 0.00% | −58−17.8% | Reduced |
| Quent Capital, LLC | 273 | $13.9K | 0.00% | −17−5.9% | Reduced |
| Ci Investments Inc. | 282 | $14.0K | 0.00% | −241−46.1% | Reduced |
| Bessemer Group Inc | 285 | $15.0K | 0.00% | −50−14.9% | Reduced |
| Clear Street Markets LLC | 300 | $15.0K | 0.01% | +300 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 300 | $15.3K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 319 | $16.3K | 0.03% | +224+235.8% | Added |
| Larson Financial Group LLC | 327 | $16.7K | 0.00% | −69−17.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 330 | $16.9K | 0.00% | −133−28.7% | Reduced |
| Lazard Asset Management LLC | 343 | $17.0K | 0.00% | −187,987−99.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 350 | $17.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 356 | $18.0K | 0.01% | +152+74.5% | Added |
| Quarry LP | 359 | $18.3K | 0.01% | −378−51.3% | Reduced |
| Institutional & Family Asset Management, LLC | 365 | $18.6K | 0.00% | −7−1.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 370 | $18.9K | 0.00% | +80+27.6% | Added |
| Pin Oak Investment Advisors Inc | 369 | $19.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 400 | $20.4K | 0.00% | −318−44.3% | Reduced |
| Glen Eagle Advisors, LLC | 401 | $20.5K | 0.00% | −1,611−80.1% | Reduced |
| Huntington National Bank | 402 | $20.5K | 0.00% | −15−3.6% | Reduced |
| WR Wealth Planners, LLC | 403 | $20.6K | 0.01% | −2,371−85.5% | Reduced |
| North Star Investment Management Corp. | 406 | $20.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 410 | $21.8K | 0.00% | −274−40.1% | Reduced |
| Gables Capital Management Inc. | 440 | $22.5K | 0.01% | −435−49.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 457 | $23.0K | 0.00% | −32−6.5% | Reduced |
| FNY Investment Advisers, LLC | 500 | $25.0K | 0.03% | +500 | New |
| Ancora Advisors, LLC | 506 | $25.9K | 0.00% | −225−30.8% | Reduced |
| KB Financial Partners, LLC | 505 | $26.0K | 0.01% | +91+22.0% | Added |
| Parkside Financial Bank & Trust | 526 | $26.9K | 0.01% | −15−2.8% | Reduced |
| Manchester Capital Management LLC | 548 | $28.0K | 0.00% | +4+0.7% | Added |
| Performa Ltd (US), LLC | 550 | $28.1K | 0.01% | −75−12.0% | Reduced |
| Capital Advisors, Ltd. LLC | 558 | $29.0K | 0.00% | −8−1.4% | Reduced |
| Versant Capital Management, Inc | 590 | $30.1K | 0.01% | +7+1.2% | Added |
| Lindbrook Capital, LLC | 591 | $30.2K | 0.00% | −76−11.4% | Reduced |
| Allworth Financial LP | 610 | $31.2K | 0.00% | −390−39.0% | Reduced |
| Brown Brothers Harriman & Co | 613 | $31.3K | 0.00% | +550+873.0% | Added |
| Desjardins Global Asset Management Inc. | 614 | $31.4K | 0.00% | +102+19.9% | Added |
| Global Retirement Partners, LLC | 637 | $32.5K | 0.00% | −35−5.2% | Reduced |
| Rise Advisors, LLC | 646 | $33.0K | 0.03% | −122−15.9% | Reduced |
| Farther Finance Advisors, LLC | 664 | $33.9K | 0.01% | +419+171.0% | Added |
| C M Bidwell & Associates Ltd | 687 | $35.1K | 0.03% | +87+14.5% | Added |
| Tyler-Stone Wealth Management | 705 | $36.0K | 0.02% | +705 | New |
| Kayne Anderson Rudnick Investment Management LLC | 718 | $36.7K | 0.00% | −603,105−99.9% | Reduced |
| Beacon Capital Management, LLC | 721 | $36.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 760 | $38.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 787 | $40.2K | 0.01% | +203+34.8% | Added |
| Nemes Rush Group LLC | 848 | $43.3K | 0.01% | +848 | New |
| Horizon Investments, LLC | 862 | $44.0K | 0.00% | +249+40.6% | Added |
| IFP Advisors, Inc | 883 | $44.3K | 0.00% | −30−3.3% | Reduced |
| ORG Partners LLC | 888 | $45.2K | 0.01% | +888 | New |
| Whittier Trust Co | 899 | $45.9K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 907 | $46.0K | 0.00% | −921−50.4% | Reduced |
| Coppell Advisory Solutions LLC | 919 | $47.1K | 0.01% | +919 | New |
| Sittner & Nelson, LLC | 950 | $48.5K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 981 | $50.1K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 994 | $50.8K | 0.00% | −225−18.5% | Reduced |
| Caz Investments LP | 1,000 | $51.0K | 0.14% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $51.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,017 | $52.0K | 0.01% | +7+0.7% | Added |
| Valley National Advisers Inc | 1,010 | $52.0K | 0.01% | −44−4.2% | Reduced |
| Register Financial Advisors LLC | 1,020 | $52.1K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,090 | $55.7K | 0.01% | −709−39.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,091 | $55.7K | 0.00% | −4,414−80.2% | Reduced |
| First Pacific Financial | 1,092 | $55.8K | 0.02% | +1,092 | New |
| Wolff Wiese Magana LLC | 1,133 | $57.9K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,174 | $60.0K | 0.00% | −55−4.5% | Reduced |
| ICA Group Wealth Management, LLC | 1,231 | $62.9K | 0.02% | −240−16.3% | Reduced |
| V-Square Quantitative Management LLC | 1,250 | $63.9K | 0.05% | +1,250 | New |
| Allspring Global Investments Holdings, LLC | 1,289 | $65.9K | 0.00% | −9,634−88.2% | Reduced |
| Tortoise Investment Management, LLC | 1,312 | $67.0K | 0.01% | 00.0% | Unchanged |