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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1,398 | $71.4K | 0.01% | +609+77.2% | Added |
| UniSuper Management Pty Ltd | 1,400 | $71.5K | 0.00% | +1,400 | New |
| CNB Bank | 1,452 | $74.2K | 0.04% | −432−22.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,470 | $75.1K | 0.00% | −207−12.3% | Reduced |
| Osterweis Capital Management Inc | 1,500 | $76.6K | 0.01% | +1,500 | New |
| Pacer Advisors, Inc. | 1,574 | $80.4K | 0.00% | +1,574 | New |
| City State Bank | 1,624 | $83.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,653 | $84.5K | 0.00% | +810+96.1% | Added |
| Compagnie Lombard Odier SCmA | 1,800 | $92.0K | 0.00% | +1,800 | New |
| Gleason Group, Inc. | 1,856 | $94.8K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,121 | $108.4K | 0.01% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,230 | $113.9K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,411 | $123.2K | 0.11% | +571+31.0% | Added |
| Signaturefd, LLC | 2,627 | $134.2K | 0.00% | −1,476−36.0% | Reduced |
| DuPont Capital Management Corp | 2,990 | $152.8K | 0.01% | −340−10.2% | Reduced |
| Global Trust Asset Management, LLC | 3,014 | $154.0K | 0.07% | +2+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 3,021 | $154.3K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 3,082 | $157.5K | 0.09% | +250+8.8% | Added |
| Spire Wealth Management | 3,277 | $167.4K | 0.01% | −1,268−27.9% | Reduced |
| Twin Lakes Capital Management, LLC | 3,303 | $168.8K | 0.12% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,520 | $179.8K | 0.16% | +1,000+39.7% | Added |
| EMC Capital Management | 8,877 | $181.0K | 0.37% | +6,877+343.8% | Added |
| Banque Cantonale Vaudoise | 3,593 | $184.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 3,761 | $192.1K | 0.00% | +822+28.0% | Added |
| EverSource Wealth Advisors, LLC | 3,776 | $192.9K | 0.02% | −854−18.4% | Reduced |
| Central Trust Co | 3,925 | $200.5K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,953 | $202.0K | 0.01% | −12,498−76.0% | Reduced |
| IHT Wealth Management, LLC | 3,983 | $203.5K | 0.01% | −655−14.1% | Reduced |
| Wallace Capital Management Inc. | 4,000 | $204.4K | 0.03% | +4,000 | New |
| Nisa Investment Advisors, LLC | 4,030 | $205.9K | 0.00% | −15,270−79.1% | Reduced |
| Purus Wealth Management, LLC | 4,057 | $207.3K | 0.13% | −240−5.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,139 | $211.0K | 0.01% | −9−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 4,153 | $211.1K | 0.02% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 4,211 | $215.1K | 0.14% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 4,240 | $216.6K | 0.18% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,309 | $220.1K | 0.01% | −417−8.8% | Reduced |
| Valeo Financial Advisors, LLC | 4,325 | $221.0K | 0.01% | +285+7.1% | Added |
| Beacon Pointe Advisors, LLC | 4,326 | $221.0K | 0.00% | −1,714−28.4% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $227.3K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,477 | $228.7K | 0.07% | +763+20.5% | Added |
| Sigma Planning Corp | 4,504 | $230.1K | 0.01% | −4−0.1% | Reduced |
| LaFleur & Godfrey LLC | 4,509 | $230.4K | 0.03% | −10−0.2% | Reduced |
| Garden State Investment Advisory Services LLC | 4,532 | $231.5K | 0.10% | +4,532 | New |
| Ossiam | 4,588 | $234.4K | 0.00% | +2,561+126.3% | Added |
| Canvas Wealth Advisors, LLC | 4,524 | $234.4K | 0.09% | +4,524 | New |
| Group One Trading, L.P. | 4,681 | $239.2K | 0.01% | −19,831−80.9% | Reduced |
| Lido Advisors, LLC | 4,689 | $239.6K | 0.00% | −5,663−54.7% | Reduced |
| 1776 Wealth LLC | 4,699 | $240.1K | 0.13% | −500−9.6% | Reduced |
| Wetherby Asset Management Inc | 4,717 | $241.0K | 0.01% | −4,101−46.5% | Reduced |
| Vestcor Inc | 4,741 | $242.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,878 | $249.2K | 0.00% | −2,537−34.2% | Reduced |
| Financial Partners Group, Inc | 4,871 | $249.6K | 0.05% | +115+2.4% | Added |
| Impax Asset Management Group plc | 4,977 | $254.3K | 0.00% | +643+14.8% | Added |
| Ethic Inc. | 4,978 | $254.3K | 0.01% | −3,983−44.4% | Reduced |
| RBF Capital, LLC | 5,000 | $255.4K | 0.02% | −10,000−66.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $255.4K | 0.02% | −153−3.0% | Reduced |
| Trellus Management Company, LLC | 5,000 | $255.4K | 0.39% | +5,000 | New |
| Legal Advantage Investments, Inc. | 5,015 | $256.2K | 0.17% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,085 | $260.0K | 0.01% | +451+9.7% | Added |
| Ridgewood Investments LLC | 5,122 | $261.7K | 0.15% | +482+10.4% | Added |
| Prospera Financial Services Inc | 5,148 | $263.0K | 0.01% | −910−15.0% | Reduced |
| Ameritas Advisory Services, LLC | 5,312 | $264.0K | 0.03% | −12,624−70.4% | Reduced |
| Unio Capital LLC | 5,210 | $266.2K | 0.14% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,253 | $268.4K | 0.02% | −20.0% | Reduced |
| Vinva Investment Management Ltd | 5,297 | $271.3K | 0.02% | −942−15.1% | Reduced |
| Cynosure Management, LLC | 5,391 | $275.4K | 0.08% | +5,391 | New |
| IPG Investment Advisors LLC | 5,395 | $275.6K | 0.06% | +5,395 | New |
| Brown Miller Wealth Management, LLC | 5,424 | $277.1K | 0.15% | +398+7.9% | Added |
| Silvant Capital Management LLC | 5,525 | $282.3K | 0.02% | +148+2.8% | Added |
| Wallace Advisory Group, LLC | 4,872 | $284.0K | 0.22% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 5,570 | $284.6K | 0.12% | +5,570 | New |
| Acadian Asset Management LLC | 5,628 | $286.0K | 0.00% | −31,326−84.8% | Reduced |
| Donoghue Forlines LLC | 5,609 | $286.6K | 0.09% | +5,609 | New |
| GWM Advisors LLC | 5,663 | $289.3K | 0.00% | +954+20.3% | Added |
| Beacon Investment Advisory Services, Inc. | 5,714 | $291.9K | 0.01% | −1,840−24.4% | Reduced |
| Western Wealth Management, LLC | 5,772 | $294.9K | 0.03% | −25−0.4% | Reduced |
| Apollon Wealth Management, LLC | 5,788 | $295.7K | 0.01% | +372+6.9% | Added |
| Personal Cfo Solutions, LLC | 5,801 | $296.4K | 0.06% | −21−0.4% | Reduced |
| Boothbay Fund Management, LLC | 5,809 | $296.8K | 0.01% | +2,312+66.1% | Added |
| Inspire Advisors, LLC | 5,840 | $298.4K | 0.06% | +504+9.4% | Added |
| Corton Capital Inc. | 5,897 | $301.3K | 0.14% | +5,897 | New |
| Truvestments Capital LLC | 5,907 | $301.8K | 0.15% | −158−2.6% | Reduced |
| Loomis Sayles & Co L P | 5,925 | $303.0K | 0.00% | +5,925 | New |
| Bristlecone Advisors, LLC | 5,961 | $304.5K | 0.03% | −189−3.1% | Reduced |
| Symmetry Peak Management LLC | 6,000 | $306.5K | 0.65% | +6,000 | New |
| Wealthcare Advisory Partners LLC | 6,049 | $309.0K | 0.01% | −1,351−18.3% | Reduced |
| Meridian Wealth Management, LLC | 6,062 | $309.7K | 0.03% | +6,062 | New |
| Proficio Capital Partners LLC | 6,100 | $311.6K | 0.04% | −151−2.4% | Reduced |
| Jump Financial, LLC | 6,118 | $312.6K | 0.01% | −1,426−18.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,120 | $312.7K | 0.10% | +6,120 | New |
| Americana Partners, LLC | 6,166 | $315.0K | 0.04% | +785+14.6% | Added |
| Newbridge Financial Services Group, Inc. | 6,177 | $315.6K | 0.15% | +619+11.1% | Added |
| Prudential PLC | 6,233 | $318.4K | 0.00% | −22−0.4% | Reduced |
| Perpetual Ltd | 6,312 | $322.5K | 0.00% | +6,312 | New |
| Rodgers Brothers Inc. | 6,330 | $323.4K | 0.06% | +1,165+22.6% | Added |
| Gladstone Institutional Advisory LLC | 6,359 | $324.9K | 0.02% | −22,918−78.3% | Reduced |
| Flagship Harbor Advisors, LLC | 6,449 | $329.5K | 0.03% | +679+11.8% | Added |
| Tokio Marine Asset Management Co Ltd | 6,473 | $330.7K | 0.02% | +810+14.3% | Added |
| WSFS Capital Management, LLC | 6,491 | $331.6K | 0.03% | −737−10.2% | Reduced |
| Vident Investment Advisory, LLC | 6,573 | $335.8K | 0.01% | +113+1.7% | Added |